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KG

Kestrel Group

137 hedge funds and large institutions have $134M invested in Kestrel Group in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $731K | Put options by funds: $473K

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

0.4% less ownership

Funds ownership: 3.22%2.83% (-0.4%)

8% less funds holding

Funds holding: 149137 (-12)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

68% less capital invested

Capital invested by funds: $416M → $134M (-$282M)

Holders
137
Holders Change
-12
Holders Change %
-8.05%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
49
Reduced
39
Closed
33
Calls
$731K
Puts
$473K
Net Calls
+$258K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$218K +$171K +1,578 +70%
Comerica Bank
52
Comerica Bank
Texas
$213K -$30.8K -284 -8%
GCP
53
GSA Capital Partners
United Kingdom
$208K +$232K +2,137 +141%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$192K +$151K +1,397 +71%
PP
55
Paloma Partners
Connecticut
$191K +$363K +3,350 New
SIM
56
Spark Investment Management
New York
$175K +$114K +1,055 +52%
JP Morgan Chase
57
JP Morgan Chase
New York
$165K +$11.3K +104 +4%
QSS
58
Quantitative Systematic Strategies
Florida
$162K +$307K +2,834 New
AIG
59
American International Group
New York
$153K +$6.07K +56 +2%
SFI
60
Susquehanna Fundamental Investments
Pennsylvania
$153K +$292K +2,691 New
BCM
61
BlueCrest Capital Management
Jersey
$150K -$366K -3,373 -56%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K -$9.43K -87 -3%
ARTA
63
A.R.T. Advisors
New York
$147K +$281K +2,590 New
FM
64
Fondren Management
Texas
$143K +$271K +2,500 New
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$138K -$29.4K -271 -10%
JT
66
Jump Trading
Illinois
$138K +$262K +2,415 New
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$137K +$21.1K +195 +9%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$135K -$9.65K -89 -4%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$135K +$2.38K +22 +0.9%
Citigroup
70
Citigroup
New York
$135K +$167K +1,539 +184%
JG
71
Jefferies Group
New York
$132K +$252K +2,323 New
CS
72
Credit Suisse
Switzerland
$124K -$118K -1,086 -33%
Bank of America
73
Bank of America
North Carolina
$124K -$55.2K -509 -19%
TPSF
74
Texas Permanent School Fund
Texas
$124K -$3.04K -28 -1%
USAA
75
United Services Automobile Association
Texas
$112K +$109K +1,010 +106%

KG Hedge Fund Activity: Q3 2018 in Review

137 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2018, worth a combined $134M — down 68% from $416M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of KG and 23 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 49 added.

The largest buyer was Invesco, adding an estimated $5.31M. The largest seller was Boston Partners, exiting entirely with an estimated $49.7M sold.

  • 137 institutional investors held Kestrel Group (KG) as of Q3 2018, down from 149 in Q2 2018.
  • Funds reported $134M of Kestrel Group stock for Q3 2018, down 68% quarter-over-quarter.
  • 23 funds opened new Kestrel Group positions in Q3 2018 and 33 closed out, a net change of -10 holders.
  • The largest Kestrel Group buyer in Q3 2018 was Invesco, an estimated $5.31M added.
  • The largest Kestrel Group seller in Q3 2018 was Boston Partners, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2018.