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KG

Kestrel Group

53 hedge funds and large institutions have $71.6M invested in Kestrel Group in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,131% more call options, than puts

Call options by funds: $591K | Put options by funds: $48K

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.04% less ownership

Funds ownership: 1.35%1.31% (-0.04%)

5% less funds holding

Funds holding: 5653 (-3)

9% less capital invested

Capital invested by funds: $78.3M → $71.6M (-$6.68M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
15
Closed
11
Calls
$591K
Puts
$48K
Net Calls
+$543K
Net Calls Change
-$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
6CM
1
683 Capital Management
New York
$16.3M -$1.64M -24,990 -9%
BlackRock
2
BlackRock
New York
$14.2M +$132K +2,015 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.2M -$161K -2,462 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M +$65K +993 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.63M +$139K +2,118 +4%
State Street
6
State Street
Massachusetts
$2.76M +$492K +7,523 +21%
Northern Trust
7
Northern Trust
Illinois
$1.99M -$56.6K -865 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.98M -$907K -13,857 -31%
SS
9
Sunbelt Securities
Texas
$996K
SFS
10
Sowell Financial Services
Arkansas
$903K
N
11
Nuveen
North Carolina
$689K +$11.1K +170 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$615K +$61.4K +938 +11%
Charles Schwab
13
Charles Schwab
California
$571K
Two Sigma Advisers
14
Two Sigma Advisers
New York
$451K +$161K +2,460 +53%
Invesco
15
Invesco
Georgia
$436K +$44.4K +679 +11%
CWP
16
Curated Wealth Partners
California
$348K
Two Sigma Investments
17
Two Sigma Investments
New York
$293K +$83.3K +1,273 +38%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$242K +$251K +3,833 New
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$205K +$655 +10 +0.3%
JP Morgan Chase
20
JP Morgan Chase
New York
$185K +$20K +306 +12%
FM
21
Family Management
New York
$176K +$145K +2,209 +379%
DAM
22
Deltec Asset Management
New York
$173K
AQR Capital Management
23
AQR Capital Management
Connecticut
$173K +$179K +2,731 New
NFC
24
Northeast Financial Consultants
Connecticut
$156K
Wells Fargo
25
Wells Fargo
California
$155K +$155K +2,368 +2,661%

KG Hedge Fund Activity: Q3 2021 in Review

53 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q3 2021, worth a combined $71.6M — down 8.5% from $78.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KG and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was State Street, adding an estimated $492K. The largest seller was 683 Capital Management, cutting an estimated $1.64M.

  • 53 institutional investors held Kestrel Group (KG) as of Q3 2021, down from 56 in Q2 2021.
  • Funds reported $71.6M of Kestrel Group stock for Q3 2021, down 8.5% quarter-over-quarter.
  • 8 funds opened new Kestrel Group positions in Q3 2021 and 11 closed out, a net change of -3 holders.
  • The largest Kestrel Group buyer in Q3 2021 was State Street, an estimated $492K added.
  • The largest Kestrel Group seller in Q3 2021 was 683 Capital Management, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2021.