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KREF

KKR Real Estate Finance Trust

118 hedge funds and large institutions have $850M invested in KKR Real Estate Finance Trust in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $800M → $850M (+$50M)

3.83% more ownership

Funds ownership: 81.39%85.22% (+3.8%)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 126118 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
43
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.22M -$52K -2,944 -2%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$1.98M
First Trust Advisors
28
First Trust Advisors
Illinois
$1.93M +$917K +51,881 +93%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.84M +$254K +14,372 +16%
Prudential Financial
30
Prudential Financial
New Jersey
$1.73M +$89.1K +5,040 +6%
PPA
31
Parametric Portfolio Associates
Washington
$1.55M -$439K -24,806 -22%
Federated Hermes
32
Federated Hermes
Pennsylvania
$1.39M +$173K +9,770 +14%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.34M +$5.55K +314 +0.4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.32M +$58.3K +3,300 +5%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$1.18M +$1.09M +61,840 +1,498%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.17M +$87.7K +4,959 +8%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.14M -$21.2K -1,200 -2%
JAM
38
Jupiter Asset Management
United Kingdom
$1.07M
WG
39
Winton Group
United Kingdom
$1.04M -$5.07M -286,900 -83%
AG
40
AlphaSimPlex Group
Massachusetts
$864K -$374K -21,174 -31%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$772K
AG
42
Aperio Group
California
$757K +$25.3K +1,430 +4%
Renaissance Technologies
43
Renaissance Technologies
New York
$692K +$341K +19,300 +100%
UBS Group
44
UBS Group
Switzerland
$649K +$99.7K +5,638 +18%
UBS AM
45
UBS AM
Illinois
$647K +$92K +5,201 +17%
AllianceBernstein
46
AllianceBernstein
Tennessee
$555K -$74.3K -4,200 -12%
Comerica Bank
47
Comerica Bank
Texas
$515K +$5.8K +328 +1%
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$512K +$43.7K +2,470 +9%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$511K -$56.6K -3,200 -10%
IC
50
IEQ Capital
California
$497K +$619 +35 +0.1%

KREF Hedge Fund Activity: Q4 2020 in Review

118 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q4 2020, worth a combined $850M — up 6.3% from $800M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KREF and 8 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 43 added.

The largest buyer was BlackRock, adding an estimated $3.44M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $11M.

  • 118 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q4 2020, down from 126 in Q3 2020.
  • Funds reported $850M of KKR Real Estate Finance Trust stock for Q4 2020, up 6.3% quarter-over-quarter.
  • 8 funds opened new KKR Real Estate Finance Trust positions in Q4 2020 and 15 closed out, a net change of -7 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q4 2020 was BlackRock, an estimated $3.44M added.
  • The largest KKR Real Estate Finance Trust seller in Q4 2020 was Kohlberg Kravis Roberts & Co, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2020.