Kestrel Group
144 hedge funds and large institutions have $363M invested in Kestrel Group in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 25 closing their positions.
0% more funds holding
Funds holding: 144 → 144 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
0.08% less ownership
Funds ownership: 3.32% → 3.25% (-0.08%)
21% less capital invested
Capital invested by funds: $458M → $363M (-$95.1M)
32% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 57
88% less call options, than puts
Call options by funds: $204K | Put options by funds: $1.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$13.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.69M |
| 3 |
CRM
Capital Returns Management
Rye,
New York
|
+$2.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.47M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$21.5M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.75M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.36M |
| 4 |
Goldman Sachs
New York
|
-$3.16M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$2.13M |
KG Hedge Fund Activity: Q4 2017 in Review
144 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2017, worth a combined $363M — down 21% from $458M a quarter earlier.
Fund positioning in KG was balanced in Q4 2017: 25 funds opened new positions, 25 closed out, 39 added to existing stakes and 57 trimmed.
The largest buyer was Boston Partners, adding an estimated $13.3M. The largest seller was Principal Financial Group, cutting an estimated $21.5M.
- 144 institutional investors held Kestrel Group (KG) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $363M of Kestrel Group stock for Q4 2017, down 21% quarter-over-quarter.
- 25 funds opened new Kestrel Group positions in Q4 2017 and 25 closed out, a net change of 0 holders.
- The largest Kestrel Group buyer in Q4 2017 was Boston Partners, an estimated $13.3M added.
- The largest Kestrel Group seller in Q4 2017 was Principal Financial Group, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2017.