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KG

Kestrel Group
KG

58 hedge funds and large institutions have $70.9M invested in Kestrel Group in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

9% more funds holding

Funds holding: 53 → 58 (+5)

0.03% more ownership

Funds ownership: 1.31% → 1.34% (+0.03%)

1% less capital invested

Capital invested by funds: $71.6M → $70.9M (-$691K)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
17
Closed
1
Calls
$170K
Puts
–
Net Calls
+$170K
Net Calls Change
-$373K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$553K
2
State Street
State Street
Massachusetts
+$195K
3
Barclays
Barclays
United Kingdom
+$177K
4
Wells Fargo
Wells Fargo
California
+$165K
5
JP Morgan Chase
JP Morgan Chase
New York
+$134K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$256K
2
SFS
Sowell Financial Services
Arkansas
-$237K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$211K
4
Two Sigma Investments
Two Sigma Investments
New York
-$195K
5
Renaissance Technologies
Renaissance Technologies
New York
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
6CM
1
683 Capital Management
New York
$15.7M -$98.6K -1,560 -0.6%
BlackRock
2
BlackRock
New York
$13.8M +$49.3K +780 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.5M -$256K -4,054 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.86M +$63.4K +1,004 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.54M +$26K +412 +0.7%
State Street
6
State Street
Massachusetts
$2.86M +$195K +3,078 +7%
Northern Trust
7
Northern Trust
Illinois
$1.89M -$42.3K -669 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.79M -$131K -2,070 -7%
WCM
9
Whitefort Capital Management
New York
$1.2M +$1.24M +19,636 New
SS
10
Sunbelt Securities
Texas
$834K – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$697K +$105K +1,663 +17%
SFS
12
Sowell Financial Services
Arkansas
$645K -$237K -3,748 -26%
Charles Schwab
13
Charles Schwab
California
$553K – – –
N
14
Nuveen
North Carolina
$538K -$84K -1,330 -13%
Creative Planning
15
Creative Planning
Kansas
$536K +$553K +8,750 New
CWP
16
Curated Wealth Partners
California
$337K – – –
Invesco
17
Invesco
Georgia
$318K -$107K -1,699 -25%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$311K +$79.2K +1,254 +33%
Wells Fargo
19
Wells Fargo
California
$310K +$165K +2,604 +106%
JP Morgan Chase
20
JP Morgan Chase
New York
$309K +$134K +2,123 +72%
Barclays
21
Barclays
United Kingdom
$258K +$177K +2,798 +197%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$240K +$248K +3,931 New
Two Sigma Advisers
23
Two Sigma Advisers
New York
$232K -$211K -3,345 -47%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$198K -$1.07K -17 -0.5%
AQR Capital Management
25
AQR Capital Management
Connecticut
$190K +$24.1K +381 +14%
1
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KG Hedge Fund Activity: Q4 2021 in Review

58 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2021, worth a combined $70.9M — down 0.96% from $71.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KG positions and 1 closed out — a net gain of 5 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $553K. The largest seller was Dimensional Fund Advisors, cutting an estimated $256K.

  • 58 institutional investors held Kestrel Group (KG) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $70.9M of Kestrel Group stock for Q4 2021, down 0.96% quarter-over-quarter.
  • 6 funds opened new Kestrel Group positions in Q4 2021 and 1 closed out, a net change of +5 holders.
  • The largest Kestrel Group buyer in Q4 2021 was Creative Planning, an estimated $553K added.
  • The largest Kestrel Group seller in Q4 2021 was Dimensional Fund Advisors, an estimated $256K sold.

Based on aggregated 13F filings for Q4 2021.