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KG

Kestrel Group

62 hedge funds and large institutions have $33.6M invested in Kestrel Group in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $27.6M → $33.6M (+$6.05M)

17% more funds holding

Funds holding: 5362 (+9)

0.17% less ownership

Funds ownership: 0.96%0.79% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

95% less call options, than puts

Call options by funds: $4K | Put options by funds: $77K

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
14
Closed
10
Calls
$4K
Puts
$77K
Net Calls
-$73K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
51
Ground Swell Capital
South Carolina
$23.2K +$25.7K +554 New
SSA
52
Schonfeld Strategic Advisors
New York
$22.3K +$24.7K +533 New
IRC
53
Investors Research Corp
Georgia
$21.5K
PMEF
54
Point72 Middle East FZE
United Arab Emirates
$14.4K +$16K +345 New
Wells Fargo
55
Wells Fargo
California
$9.69K +$232 +5 +2%
HWA
56
Heritage Wealth Advisors
Virginia
$6.27K -$6.95K -150 -50%
Point72 Asset Management
57
Point72 Asset Management
Connecticut
$5.41K +$6.03K +130 New
AWM
58
Avior Wealth Management
Nebraska
$5.33K
CWA
59
Carolina Wealth Advisors
South Carolina
$3.54K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$2.54K -$927 -20 -25%
Osaic Holdings
61
Osaic Holdings
Arizona
$836 -$1.62K -35 -64%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$38 -$927 -20 -95%
SS
63
Sunbelt Securities
Texas
-$633K -15,000 Closed
E
64
Ergoteles
New York
-$450K -10,667 Closed
FM
65
Family Management
New York
-$127K -3,000 Closed
LPL Financial
66
LPL Financial
California
-$39.3K -932 Closed
RJFSA
67
Raymond James Financial Services Advisors
Florida
-$32.3K -765 Closed
VF
68
Virtu Financial
New York
-$31K -731 Closed
Prudential Financial
69
Prudential Financial
New Jersey
-$29.5K -700 Closed
Group One Trading
70
Group One Trading
Illinois
-$19.2K -454 Closed
UBS Group
71
UBS Group
Switzerland
-$12.6K -300 Closed
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
+$46 +1 New

KG Hedge Fund Activity: Q1 2023 in Review

62 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q1 2023, worth a combined $33.6M — up 22% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KG positions and 10 closed out — a net gain of 9 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $473K. The largest seller was Vanguard Group, cutting an estimated $2.25M.

  • 62 institutional investors held Kestrel Group (KG) as of Q1 2023, up from 53 in Q4 2022.
  • Funds reported $33.6M of Kestrel Group stock for Q1 2023, up 22% quarter-over-quarter.
  • 19 funds opened new Kestrel Group positions in Q1 2023 and 10 closed out, a net change of +9 holders.
  • The largest Kestrel Group buyer in Q1 2023 was Jane Street, an estimated $473K added.
  • The largest Kestrel Group seller in Q1 2023 was Vanguard Group, an estimated $2.25M sold.

Based on aggregated 13F filings for Q1 2023.