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KREF

KKR Real Estate Finance Trust

51 hedge funds and large institutions have $818M invested in KKR Real Estate Finance Trust in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

4% more funds holding

Funds holding: 4951 (+2)

0.06% more ownership

Funds ownership: 72.27%72.34% (+0.06%)

2% less capital invested

Capital invested by funds: $835M → $818M (-$17.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
17
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$526K +$333K +16,004 +177%
PAM
27
Panagora Asset Management
Massachusetts
$438K
TA
28
Teachers Advisors
New York
$395K
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$358K -$27.1K -1,300 -7%
Deutsche Bank
30
Deutsche Bank
Germany
$266K -$70.1K -3,366 -21%
UBS Group
31
UBS Group
Switzerland
$242K +$28.3K +1,358 +13%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$234K
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$233K +$2.91K +140 +1%
MLICM
34
Metropolitan Life Insurance Company (MetLife)
New York
$224K -$7.04K -338 -3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$205K +$203K +9,750 New
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$197K +$45.7K +2,196 +31%
AIG
37
American International Group
New York
$146K +$10.8K +520 +8%
Wells Fargo
38
Wells Fargo
California
$141K +$104K +5,007 +294%
NFA
39
Nationwide Fund Advisors
Ohio
$125K
FMA
40
FNY Managed Accounts
New York
$67K +$66.6K +3,200 New
SO
41
STRS Ohio
Ohio
$63K
Legal & General Group
42
Legal & General Group
United Kingdom
$48K +$14.9K +715 +46%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$25K -$1.56K -75 -6%
WAM
44
Wolverine Asset Management
Illinois
$23K +$23.6K +1,133 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$21K +$20.2K +971 +2,428%
AIP
46
Ameritas Investment Partners
Nebraska
$18K
TRCT
47
Tower Research Capital (TRC)
New York
$16K -$165K -7,939 -91%
Bank of America
48
Bank of America
North Carolina
$16K +$16.2K +780 New
Barclays
49
Barclays
United Kingdom
$6K -$46.8K -2,247 -89%
PWM
50
Perigon Wealth Management
California
$4K +$4.16K +200 New

KREF Hedge Fund Activity: Q3 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q3 2017, worth a combined $818M — down 2% from $835M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KREF positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $5.92M. The largest seller was Fidelity Investments, cutting an estimated $7.07M.

  • 51 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q3 2017, up from 49 in Q2 2017.
  • Funds reported $818M of KKR Real Estate Finance Trust stock for Q3 2017, down 2% quarter-over-quarter.
  • 7 funds opened new KKR Real Estate Finance Trust positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q3 2017 was BlackRock, an estimated $5.92M added.
  • The largest KKR Real Estate Finance Trust seller in Q3 2017 was Fidelity Investments, an estimated $7.07M sold.

Based on aggregated 13F filings for Q3 2017.