KG

Kestrel Group, Ltd.
KG

Overview Fund Activity

144 hedge funds and large institutions have $458M invested in Kestrel Group, Ltd. in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-14
Holders Change %
-8.86%
% of All Funds
3.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
56
Reduced
49
Closed
28
Calls
$735K
Puts
$3.84M
Net Calls
-$3.11M
Net Calls Change
-$3.97M

Top Buyers

1
Invesco
Invesco
Georgia
$11.9M
2
Citadel Advisors
Citadel Advisors
Florida
$6.67M
3
MVP
Miller Value Partners
Florida
$3.72M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Principal Financial Group
Principal Financial Group
Iowa
$27M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$6.75M
2
TSW
Thompson Siegel & Walmsley
Virginia
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$53.2M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
5
Ameriprise
Ameriprise
Minnesota
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
126
UBS Group
Switzerland
$26K +$24.4K +152 +1,520%
PFBT
127
Parkside Financial Bank & Trust
Missouri
$25K -$3.3K -21 -12%
LIA
128
LS Investment Advisors
Michigan
$22K – – –
SWA
129
Sutton Wealth Advisors
Florida
$16.8K +$16.8K +106 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$15K – – –
GWM
131
Geneos Wealth Management
Colorado
$10K – – –
CPA
132
Clear Perspective Advisors
Illinois
$10K – – –
Federated Hermes
133
Federated Hermes
Pennsylvania
$8K +$1.1K +7 +16%
PCP
134
Proficio Capital Partners
Massachusetts
$7K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$7K +$4.02K +27 +135%
AG
136
Advisor Group
Arizona
$4K +$741 +5 +23%
GT
137
Glenmede Trust
Pennsylvania
$2K – – –
IA
138
IFP Advisors
Florida
$2K – – –
ASN
139
Advisory Services Network
Georgia
$1K – – –
RFA
140
Reilly Financial Advisors
California
$1K +$1K +4 New
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +4 New
WA
142
WealthTrust-Arizona
Arizona
$1K +$625 +5 +167%
TSW
143
Thompson Siegel & Walmsley
Virginia
– -$10.7M -48,241 Closed
RCAMU
144
Rothschild & Co Asset Management US
Connecticut
– -$2.96M -13,351 Closed
AQR Capital Management
145
AQR Capital Management
Connecticut
– -$1.61M -7,263 Closed
SAM
146
Shell Asset Management
Netherlands
– -$1.53M -6,871 Closed
MWNA
147
Marshall Wace North America
New York
– -$1.25M -5,667 Closed
HW
148
Hancock Whitney
Mississippi
– -$1.05M -4,721 Closed
IA
149
Icon Advisers
Colorado
– -$1.05M -4,715 Closed
Millennium Management
150
Millennium Management
New York
– -$811K -3,653 Closed
3 4 5
6
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