Kestrel Group
149 hedge funds and large institutions have $664M invested in Kestrel Group in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 14 closing their positions.
813% more call options, than puts
Call options by funds: $2.92M | Put options by funds: $320K
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
19% more capital invested
Capital invested by funds: $556M → $664M (+$108M)
8% more funds holding
Funds holding: 138 → 149 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$14.1M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$5.83M |
| 3 |
QI
QS Investors
New York
|
+$4.44M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$4.19M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$8.97M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$5.97M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$4.37M |
| 4 |
Barclays
London,
United Kingdom
|
-$3.35M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.1M |
KG Hedge Fund Activity: Q4 2014 in Review
149 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2014, worth a combined $664M — up 19% from $556M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new KG positions and 14 closed out — a net gain of 14 holders — while 57 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $14.1M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $8.97M sold.
- 149 institutional investors held Kestrel Group (KG) as of Q4 2014, up from 138 in Q3 2014.
- Funds reported $664M of Kestrel Group stock for Q4 2014, up 19% quarter-over-quarter.
- 28 funds opened new Kestrel Group positions in Q4 2014 and 14 closed out, a net change of +14 holders.
- The largest Kestrel Group buyer in Q4 2014 was BlackRock Institutional Trust, an estimated $14.1M added.
- The largest Kestrel Group seller in Q4 2014 was Waddell & Reed Financial, an estimated $8.97M sold.
Based on aggregated 13F filings for Q4 2014.