Kestrel Group
139 hedge funds and large institutions have $568M invested in Kestrel Group in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
13% more capital invested
Capital invested by funds: $505M → $568M (+$63.3M)
8% more funds holding
Funds holding: 129 → 139 (+10)
2% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 49
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$29.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$12.3M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.63M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$5.44M |
| 5 |
JP Morgan Chase
New York
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$7.74M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.86M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.8M |
| 4 |
Goldman Sachs
New York
|
-$3.24M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$3.2M |
KG Hedge Fund Activity: Q3 2013 in Review
139 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2013, worth a combined $568M — up 13% from $505M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new KG positions and 11 closed out — a net gain of 10 holders — while 50 added to existing stakes and 49 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $29.3M. The largest seller was UBS O'Connor, cutting an estimated $7.74M.
- 139 institutional investors held Kestrel Group (KG) as of Q3 2013, up from 129 in Q2 2013.
- Funds reported $568M of Kestrel Group stock for Q3 2013, up 13% quarter-over-quarter.
- 21 funds opened new Kestrel Group positions in Q3 2013 and 11 closed out, a net change of +10 holders.
- The largest Kestrel Group buyer in Q3 2013 was Vaughan Nelson Investment Management, an estimated $29.3M added.
- The largest Kestrel Group seller in Q3 2013 was UBS O'Connor, an estimated $7.74M sold.
Based on aggregated 13F filings for Q3 2013.