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KG

Kestrel Group

67 hedge funds and large institutions have $35M invested in Kestrel Group in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 6667 (+1)

0% more ownership

Funds ownership: 1.04%1.05% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

5% less capital invested

Capital invested by funds: $36.8M → $35M (-$1.81M)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
20
Closed
4
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.2M +$173K +5,403 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.83M -$388K -12,141 -8%
WCM
3
Whitefort Capital Management
New York
$3.37M -$81.8K -2,558 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.15M -$389K -12,157 -12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.71M -$2.78K -87 -0.1%
State Street
6
State Street
Massachusetts
$2.02M -$4.96K -155 -0.3%
Northern Trust
7
Northern Trust
Illinois
$1.07M -$86.4K -2,702 -8%
SFS
8
Sowell Financial Services
Arkansas
$788K +$171K +5,364 +30%
Renaissance Technologies
9
Renaissance Technologies
New York
$698K -$20.3K -635 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$560K +$314K +9,810 +145%
Morgan Stanley
11
Morgan Stanley
New York
$446K -$76.1K -2,381 -15%
Goldman Sachs
12
Goldman Sachs
New York
$440K +$116K +3,621 +39%
Charles Schwab
13
Charles Schwab
California
$384K -$52.7K -1,647 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$379K
Creative Planning
15
Creative Planning
Kansas
$334K
N
16
Nuveen
North Carolina
$273K
Barclays
17
Barclays
United Kingdom
$224K +$26.7K +835 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$209K +$111K +3,470 +128%
CWP
19
Curated Wealth Partners
California
$186K
SA
20
Sanctuary Advisors
Indiana
$184K
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$156K -$31.5K -985 -18%
Jane Street
22
Jane Street
New York
$144K -$2.43K -76 -2%
Bank of America
23
Bank of America
North Carolina
$141K +$28.1K +879 +27%
Citigroup
24
Citigroup
New York
$135K +$24.7K +773 +24%
WC
25
Waterloo Capital
Texas
$129K

KG Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Kestrel Group (KG) for Q4 2024, worth a combined $35M — down 4.9% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KG positions and 4 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $314K. The largest seller was Dimensional Fund Advisors, cutting an estimated $389K.

  • 67 institutional investors held Kestrel Group (KG) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $35M of Kestrel Group stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 5 funds opened new Kestrel Group positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Kestrel Group buyer in Q4 2024 was JP Morgan Chase, an estimated $314K added.
  • The largest Kestrel Group seller in Q4 2024 was Dimensional Fund Advisors, an estimated $389K sold.

Based on aggregated 13F filings for Q4 2024.