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KFH.CL

KKR Financial Holdings LLC
KFH.CL

Delisted

KFH.CL was delisted on the 14th of November, 2016.

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6 hedge funds and large institutions have $4.9M invested in KKR Financial Holdings LLC in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more funds holding

Funds holding: 3 → 6 (+3)

55% more capital invested

Capital invested by funds: $3.17M → $4.9M (+$1.74M)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HNB
Huntington National Bank
Ohio
+$1.78M
2
SOAMC
Spirit of America Management Corp
New York
+$822K
3
EWM
Edge Wealth Management
New York
+$351K
4
G
GlobalBridge
Minnesota
+$200K
5
KIA
KCM Investment Advisors
California
+$65.4K

Top Sellers

Rank Fund Capital Flow
1
BFIC
Bedell Frazier Investment Counselling
California
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$1.8M +$1.78M +65,000 New
KIA
2
KCM Investment Advisors
California
$1.68M +$65.4K +2,385 +4%
SOAMC
3
Spirit of America Management Corp
New York
$831K +$822K +30,000 New
EWM
4
Edge Wealth Management
New York
$354K +$351K +12,800 New
G
5
GlobalBridge
Minnesota
$202K +$200K +7,287 New
PTC
6
Private Trust Company
Ohio
$36K +$15.6K +570 +78%
BFIC
7
Bedell Frazier Investment Counselling
California
– -$1.58M -59,075 Closed

KFH.CL Hedge Fund Activity: Q1 2014 in Review

6 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in KKR Financial Holdings LLC (KFH.CL) for Q1 2014, worth a combined $4.9M — up 55% from $3.17M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KFH.CL positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Huntington National Bank, opening a new position worth an estimated $1.78M. The largest seller was Bedell Frazier Investment Counselling, exiting entirely with an estimated $1.58M sold.

  • 6 institutional investors held KKR Financial Holdings LLC (KFH.CL) as of Q1 2014, up from 3 in Q4 2013.
  • Funds reported $4.9M of KKR Financial Holdings LLC stock for Q1 2014, up 55% quarter-over-quarter.
  • 4 funds opened new KKR Financial Holdings LLC positions in Q1 2014 and 1 closed out, a net change of +3 holders.
  • The largest KKR Financial Holdings LLC buyer in Q1 2014 was Huntington National Bank, an estimated $1.78M added.
  • The largest KKR Financial Holdings LLC seller in Q1 2014 was Bedell Frazier Investment Counselling, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2014.