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KG

Kestrel Group
KG

66 hedge funds and large institutions have $50.6M invested in Kestrel Group in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

39% more capital invested

Capital invested by funds: $36.4M → $50.6M (+$14.2M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

6% more funds holding

Funds holding: 62 → 66 (+4)

0.08% more ownership

Funds ownership: 1.02% → 1.1% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.5M
2
Morgan Stanley
Morgan Stanley
New York
+$681K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$245K
4
Barclays
Barclays
United Kingdom
+$197K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$195K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$342K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$330K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$55.1K
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$44.4K
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$13.5M +$1.5M +40,577 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.88M +$73.9K +1,995 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.52M -$330K -8,912 -6%
WCM
4
Whitefort Capital Management
New York
$4.5M – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.19M +$195K +5,268 +6%
State Street
6
State Street
Massachusetts
$2.73M +$10.4K +280 +0.5%
Northern Trust
7
Northern Trust
Illinois
$1.63M +$41.8K +1,127 +3%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$1.29M +$245K +6,612 +31%
Morgan Stanley
9
Morgan Stanley
New York
$1.2M +$681K +18,383 +238%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.04M -$29.3K -790 -3%
SFS
11
Sowell Financial Services
Arkansas
$939K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$615K +$19.6K +530 +4%
Charles Schwab
13
Charles Schwab
California
$551K – – –
Creative Planning
14
Creative Planning
Kansas
$452K – – –
Bank of America
15
Bank of America
North Carolina
$386K +$73.5K +1,984 +31%
N
16
Nuveen
North Carolina
$370K – – –
Barclays
17
Barclays
United Kingdom
$286K +$197K +5,313 +566%
JP Morgan Chase
18
JP Morgan Chase
New York
$265K +$100K +2,707 +88%
CWP
19
Curated Wealth Partners
California
$252K – – –
CP
20
Camelot Portfolios
Ohio
$234K +$51K +1,375 +37%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$218K -$3.11K -84 -2%
UBS Group
22
UBS Group
Switzerland
$213K +$75.1K +2,027 +77%
WC
23
Waterloo Capital
Texas
$175K +$15.8K +425 +13%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$137K +$6.93K +187 +7%
Deutsche Bank
25
Deutsche Bank
Germany
$119K -$6.12K -165 -6%
1
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KG Hedge Fund Activity: Q4 2023 in Review

66 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2023, worth a combined $50.6M — up 39% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KG positions and 3 closed out — a net gain of 4 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $342K sold.

  • 66 institutional investors held Kestrel Group (KG) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $50.6M of Kestrel Group stock for Q4 2023, up 39% quarter-over-quarter.
  • 7 funds opened new Kestrel Group positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest Kestrel Group buyer in Q4 2023 was BlackRock, an estimated $1.5M added.
  • The largest Kestrel Group seller in Q4 2023 was Citadel Advisors, an estimated $342K sold.

Based on aggregated 13F filings for Q4 2023.