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KG

Kestrel Group
KG

66 hedge funds and large institutions have $36.8M invested in Kestrel Group in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 64 → 66 (+2)

0% more ownership

Funds ownership: 1.04% → 1.04% (+0%)

14% less capital invested

Capital invested by funds: $43M → $36.8M (-$6.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
28
Reduced
14
Closed
6
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$350K
2
Morgan Stanley
Morgan Stanley
New York
+$263K
3
Goldman Sachs
Goldman Sachs
New York
+$211K
4
JP Morgan Chase
JP Morgan Chase
New York
+$174K
5
Barclays
Barclays
United Kingdom
+$153K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$613K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$441K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$431K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$111K
5
MIM
MetLife Investment Management
New Jersey
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$23.2K +$23.8K +656 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$20K +$1.74K +48 +10%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$19.9K +$1.45K +40 +8%
Victory Capital Management
54
Victory Capital Management
Texas
$18.1K +$18.5K +510 New
Legal & General Group
55
Legal & General Group
United Kingdom
$13.3K – – –
AIP
56
Ameritas Investment Partners
Nebraska
$13.3K – – –
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$11.3K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$8.84K -$12.5K -346 -58%
AB
59
Amalgamated Bank
New York
$5K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3.77K -$2.25K -62 -37%
CWA
61
Carolina Wealth Advisors
South Carolina
$3K – – –
AWM
62
Avior Wealth Management
Nebraska
$2.26K – – –
Group One Trading
63
Group One Trading
Illinois
$885 – – –
SCM
64
Sterling Capital Management
North Carolina
$492 +$507 +14 New
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$218 +$217 +6 New
CPA
66
Capital Performance Advisors
California
$5 – – –
MIM
67
MetLife Investment Management
New Jersey
– -$106K -2,567 Closed
BGIM
68
Brandywine Global Investment Management
Pennsylvania
– -$94.4K -2,291 Closed
Russell Investments Group
69
Russell Investments Group
United Kingdom
– -$76.6K -1,860 Closed
RA
70
RPOA Advisors
Texas
– -$62.8K -1,525 Closed
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$28.9K -701 Closed
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
– +$145 +4 +100%
1 2
3

KG Hedge Fund Activity: Q3 2024 in Review

66 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2024, worth a combined $36.8M — down 14% from $43M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KG positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $350K. The largest seller was Geode Capital Management, cutting an estimated $613K.

  • 66 institutional investors held Kestrel Group (KG) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $36.8M of Kestrel Group stock for Q3 2024, down 14% quarter-over-quarter.
  • 8 funds opened new Kestrel Group positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest Kestrel Group buyer in Q3 2024 was BlackRock, an estimated $350K added.
  • The largest Kestrel Group seller in Q3 2024 was Geode Capital Management, an estimated $613K sold.

Based on aggregated 13F filings for Q3 2024.