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KG

Kestrel Group
KG

67 hedge funds and large institutions have $35M invested in Kestrel Group in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 66 → 67 (+1)

0% more ownership

Funds ownership: 1.04% → 1.05% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

5% less capital invested

Capital invested by funds: $36.8M → $35M (-$1.81M)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
20
Closed
4
Calls
$65K
Puts
–
Net Calls
+$65K
Net Calls Change
+$63K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$314K
2
BlackRock
BlackRock
New York
+$173K
3
SFS
Sowell Financial Services
Arkansas
+$171K
4
Goldman Sachs
Goldman Sachs
New York
+$116K
5
Citadel Advisors
Citadel Advisors
Florida
+$111K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$389K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$388K
3
YIH
Y-Intercept (HK)
Hong Kong
-$114K
4
Northern Trust
Northern Trust
Illinois
-$86.4K
5
WCM
Whitefort Capital Management
New York
-$81.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$25.4K – – –
CI
52
Cherokee Insurance
Michigan
$25.4K +$24K +750 New
Stifel Financial
53
Stifel Financial
Missouri
$22.6K – – –
PAM
54
Panagora Asset Management
Massachusetts
$22.2K – – –
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$18.6K -$10.3K -322 -37%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$16.2K -$1.18K -37 -7%
Legal & General Group
57
Legal & General Group
United Kingdom
$12.7K – – –
AIP
58
Ameritas Investment Partners
Nebraska
$12.7K – – –
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$10.8K – – –
Simplex Trading
60
Simplex Trading
Illinois
$7K +$7.32K +229 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$6.42K +$2.69K +84 +79%
SCM
62
Sterling Capital Management
North Carolina
$5.05K +$4.35K +136 +971%
AB
63
Amalgamated Bank
New York
$5K – – –
AWM
64
Avior Wealth Management
Nebraska
$2.15K – – –
Group One Trading
65
Group One Trading
Illinois
$845 – – –
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$208 – – –
YIH
67
Y-Intercept (HK)
Hong Kong
– -$114K -3,216 Closed
Millennium Management
68
Millennium Management
New York
– -$79.3K -2,239 Closed
Victory Capital Management
69
Victory Capital Management
Texas
– -$18.1K -510 Closed
CWA
70
Carolina Wealth Advisors
South Carolina
– -$3K -85 Closed
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
– -$32 -1 -13%
CPA
72
Capital Performance Advisors
California
– -$5 – –
1 2
3

KG Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2024, worth a combined $35M — down 4.9% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KG positions and 4 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $314K. The largest seller was Dimensional Fund Advisors, cutting an estimated $389K.

  • 67 institutional investors held Kestrel Group (KG) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $35M of Kestrel Group stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 5 funds opened new Kestrel Group positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Kestrel Group buyer in Q4 2024 was JP Morgan Chase, an estimated $314K added.
  • The largest Kestrel Group seller in Q4 2024 was Dimensional Fund Advisors, an estimated $389K sold.

Based on aggregated 13F filings for Q4 2024.