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KG

Kestrel Group
KG

66 hedge funds and large institutions have $50.6M invested in Kestrel Group in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

39% more capital invested

Capital invested by funds: $36.4M → $50.6M (+$14.2M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

6% more funds holding

Funds holding: 62 → 66 (+4)

0.08% more ownership

Funds ownership: 1.02% → 1.1% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.5M
2
Morgan Stanley
Morgan Stanley
New York
+$681K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$245K
4
Barclays
Barclays
United Kingdom
+$197K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$195K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$342K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$330K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$55.1K
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$44.4K
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
51
Hohimer Wealth Management
Washington
$27.5K – – –
Principal Financial Group
52
Principal Financial Group
Iowa
$26.2K -$3.56K -96 -14%
VF
53
Virtu Financial
New York
$25K +$20.5K +554 New
Stifel Financial
54
Stifel Financial
Missouri
$23.8K – – –
Victory Capital Management
55
Victory Capital Management
Texas
$23.3K +$18.8K +508 New
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$23.1K +$18.7K +505 New
AB
57
Amalgamated Bank
New York
$18K -$1.71K -46 -10%
Legal & General Group
58
Legal & General Group
United Kingdom
$17.3K -$1.59K -43 -10%
AIP
59
Ameritas Investment Partners
Nebraska
$17.2K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$13.6K -$5.3K -143 -33%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$7.28K +$3.19K +86 +118%
LA
62
LM Advisors
California
$6.87K +$5.56K +150 New
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$4.86K -$5.49K -148 -58%
CWA
64
Carolina Wealth Advisors
South Carolina
$3.88K – – –
AWM
65
Avior Wealth Management
Nebraska
$2.92K – – –
Citadel Advisors
66
Citadel Advisors
Florida
– -$342K -9,717 Closed
IRC
67
Investors Research Corp
Georgia
– -$18.1K -514 Closed
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
– -$1K -18 Closed
C
69
Covestor
United Kingdom
– -$259 -7 -70%
1 2
3

KG Hedge Fund Activity: Q4 2023 in Review

66 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2023, worth a combined $50.6M — up 39% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KG positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $342K sold.

  • 66 institutional investors held Kestrel Group (KG) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $50.6M of Kestrel Group stock for Q4 2023, up 39% quarter-over-quarter.
  • 7 funds opened new Kestrel Group positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest Kestrel Group buyer in Q4 2023 was BlackRock, an estimated $1.5M added.
  • The largest Kestrel Group seller in Q4 2023 was Citadel Advisors, an estimated $342K sold.

Based on aggregated 13F filings for Q4 2023.