Kestrel Group
58 hedge funds and large institutions have $70.9M invested in Kestrel Group in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
9% more funds holding
Funds holding: 53 → 58 (+5)
0.03% more ownership
Funds ownership: 1.31% → 1.34% (+0.03%)
1% less capital invested
Capital invested by funds: $71.6M → $70.9M (-$691K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$553K |
| 2 |
State Street
Boston,
Massachusetts
|
+$195K |
| 3 |
Barclays
London,
United Kingdom
|
+$177K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$165K |
| 5 |
JP Morgan Chase
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$256K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$237K |
| 3 |
Two Sigma Advisers
New York
|
-$211K |
| 4 |
Two Sigma Investments
New York
|
-$195K |
| 5 |
Renaissance Technologies
New York
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $17K | – | – | – |
|
52
Legal & General Group
London,
United Kingdom
| $17K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $10K | +$2.65K | +42 | +33% |
|
54
Group One Trading
Chicago,
Illinois
| $5K | -$17.4K | -276 | -78% |
|
|
CWA
55
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $5K | – | – | – |
|
56
Osaic Holdings
Scottsdale,
Arizona
| $3K | – | – | – |
|
|
AWA
57
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $2K | +$2.4K | +38 | New |
|
58
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
|
AP
59
Americana Partners
Houston,
Texas
| – | -$94K | -1,500 | Closed |
|
KG Hedge Fund Activity: Q4 2021 in Review
58 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2021, worth a combined $70.9M — down 0.96% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new KG positions and 1 closed out — a net gain of 5 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $553K. The largest seller was Dimensional Fund Advisors, cutting an estimated $256K.
- 58 institutional investors held Kestrel Group (KG) as of Q4 2021, up from 53 in Q3 2021.
- Funds reported $70.9M of Kestrel Group stock for Q4 2021, down 0.96% quarter-over-quarter.
- 6 funds opened new Kestrel Group positions in Q4 2021 and 1 closed out, a net change of +5 holders.
- The largest Kestrel Group buyer in Q4 2021 was Creative Planning, an estimated $553K added.
- The largest Kestrel Group seller in Q4 2021 was Dimensional Fund Advisors, an estimated $256K sold.
Based on aggregated 13F filings for Q4 2021.