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KG

Kestrel Group

160 hedge funds and large institutions have $724M invested in Kestrel Group in 2015 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

834% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $1.31M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

1% more funds holding

Funds holding: 158160 (+2)

11% less capital invested

Capital invested by funds: $815M → $724M (-$91.6M)

Holders
160
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
4.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
61
Reduced
55
Closed
17
Calls
$12.3M
Puts
$1.31M
Net Calls
+$10.9M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$72M +$4.29M +13,993 +6%
Boston Partners
2
Boston Partners
Massachusetts
$66.9M -$2.64M -8,593 -3%
Goldman Sachs
3
Goldman Sachs
New York
$55.6M +$1.28M +4,181 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.3M +$8.06M +26,285 +15%
LSV Asset Management
5
LSV Asset Management
Illinois
$37.1M -$80K -261 -0.2%
BIT
6
BlackRock Institutional Trust
California
$22.9M -$14.7M -48,036 -37%
KCM
7
Kennedy Capital Management
Missouri
$18.4M -$469K -1,530 -2%
TSW
8
Thompson Siegel & Walmsley
Virginia
$18.2M -$2.77M -9,035 -12%
BFA
9
BlackRock Fund Advisors
California
$16.1M -$204K -664 -1%
Norges Bank
10
Norges Bank
Norway
$15.8M
DGHMC
11
Dalton, Greiner, Hartman, Maher & Co
New York
$15.5M +$14.9M +48,493 +647%
Invesco
12
Invesco
Georgia
$14.3M -$6.89M -22,468 -30%
Wells Fargo
13
Wells Fargo
California
$14.2M -$1.01M -3,303 -6%
EAM
14
Eagle Asset Management
Florida
$13.8M -$2.14M -6,990 -12%
Northern Trust
15
Northern Trust
Illinois
$13.7M -$3.68K -12 -0%
State Street
16
State Street
Massachusetts
$13.4M +$584K +1,905 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$12.8M -$2.21M -7,214 -14%
Federated Hermes
18
Federated Hermes
Pennsylvania
$12.5M +$1.4M +4,579 +11%
Brown Advisory
19
Brown Advisory
Maryland
$11.3M -$2.8M -9,136 -18%
Ameriprise
20
Ameriprise
Minnesota
$9.94M +$5.67M +18,497 +107%
Charles Schwab
21
Charles Schwab
California
$9.79M +$494K +1,610 +5%
BCM
22
Bridgeway Capital Management
Texas
$8.08M -$1.55M -5,053 -15%
RFC
23
Russell Frank Company
Washington
$7.49M -$2.12M -6,928 -20%
Franklin Resources
24
Franklin Resources
California
$7.41M
Allianz Asset Management
25
Allianz Asset Management
Germany
$7.38M +$3.04M +9,908 +59%

KG Hedge Fund Activity: Q3 2015 in Review

160 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2015, worth a combined $724M — down 11% from $815M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KG positions and 17 closed out — a net gain of 3 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, adding an estimated $14.9M. The largest seller was BlackRock Institutional Trust, cutting an estimated $14.7M.

  • 160 institutional investors held Kestrel Group (KG) as of Q3 2015, up from 158 in Q2 2015.
  • Funds reported $724M of Kestrel Group stock for Q3 2015, down 11% quarter-over-quarter.
  • 20 funds opened new Kestrel Group positions in Q3 2015 and 17 closed out, a net change of +3 holders.
  • The largest Kestrel Group buyer in Q3 2015 was Dalton, Greiner, Hartman, Maher & Co, an estimated $14.9M added.
  • The largest Kestrel Group seller in Q3 2015 was BlackRock Institutional Trust, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2015.