We are live on ! Find out more
KG

Kestrel Group

62 hedge funds and large institutions have $36.4M invested in Kestrel Group in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 6062 (+2)

0.02% more ownership

Funds ownership: 1%1.02% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less capital invested

Capital invested by funds: $42.8M → $36.4M (-$6.36M)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
14
Closed
7
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$92.4K +$1.82K +49 +2%
MIM
27
MetLife Investment Management
New Jersey
$86.2K
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$83.7K +$1.37K +37 +2%
Goldman Sachs
29
Goldman Sachs
New York
$83.1K -$48.5K -1,306 -36%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$80.6K
AIG
31
American International Group
New York
$79.7K +$2.97K +80 +4%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$74.5K
SG Americas Securities
33
SG Americas Securities
New York
$73K +$77.5K +2,088 New
GFPC
34
Global Financial Private Client
Florida
$66K
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$62.9K +$8.13K +219 +14%
Invesco
36
Invesco
Georgia
$61.6K
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.7K +$52.4K +1,411 New
GS
38
GTS Securities
New York
$45.7K +$2.3K +62 +5%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$45.6K +$260 +7 +0.5%
Wells Fargo
40
Wells Fargo
California
$41.2K -$22.6K -610 -34%
Mariner
41
Mariner
Kansas
$35.8K +$482 +13 +1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$35.3K -$18.9K -508 -34%
Barclays
43
Barclays
United Kingdom
$33K +$631 +17 +2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$31K +$3.42K +92 +12%
BPA
45
Beacon Pointe Advisors
California
$26.4K
NS
46
NBC Securities
Alabama
$26K +$27.8K +750 New
Principal Financial Group
47
Principal Financial Group
Iowa
$23.5K +$24.8K +668 New
HWM
48
Hohimer Wealth Management
Washington
$21.1K
ProShare Advisors
49
ProShare Advisors
Maryland
$20.8K
Stifel Financial
50
Stifel Financial
Missouri
$18.3K

KG Hedge Fund Activity: Q3 2023 in Review

62 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2023, worth a combined $36.4M — down 15% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KG positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Whitefort Capital Management, adding an estimated $1.86M. The largest seller was 683 Capital Management, exiting entirely with an estimated $3.39M sold.

  • 62 institutional investors held Kestrel Group (KG) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $36.4M of Kestrel Group stock for Q3 2023, down 15% quarter-over-quarter.
  • 9 funds opened new Kestrel Group positions in Q3 2023 and 7 closed out, a net change of +2 holders.
  • The largest Kestrel Group buyer in Q3 2023 was Whitefort Capital Management, an estimated $1.86M added.
  • The largest Kestrel Group seller in Q3 2023 was 683 Capital Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q3 2023.