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KREF

KKR Real Estate Finance Trust
KREF

54 hedge funds and large institutions have $776M invested in KKR Real Estate Finance Trust in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

0.19% more ownership

Funds ownership: 72.49% → 72.68% (+0.19%)

0% more funds holding

Funds holding: 54 → 54 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0% less capital invested

Capital invested by funds: $779M → $776M (-$3.34M)

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$20.6M
2
BlackRock
BlackRock
New York
+$5.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.3M
4
Northern Trust
Northern Trust
Illinois
+$827K
5
State Street
State Street
Massachusetts
+$800K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.2M
2
N
Nuveen
North Carolina
-$5.08M
3
AM
Ares Management
California
-$3.9M
4
SSA
Schonfeld Strategic Advisors
New York
-$2.7M
5
ZDA
Zweig-DiMenna Associates
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Perigon Wealth Management
California
$4K – – –
SEI Investments
52
SEI Investments
Pennsylvania
$2K +$1.5K +76 New
AM
53
Ares Management
California
– -$3.9M -194,683 Closed
ZDA
54
Zweig-DiMenna Associates
New York
– -$2.13M -106,252 Closed
Alyeska Investment Group
55
Alyeska Investment Group
Illinois
– -$2.06M -102,989 Closed
Renaissance Technologies
56
Renaissance Technologies
New York
– -$1.28M -64,000 Closed
LCM
57
Laurion Capital Management
New York
– -$1.08M -53,759 Closed
WAM
58
Wolverine Asset Management
Illinois
– -$727K -36,365 Closed
PAM
59
Panagora Asset Management
Massachusetts
– -$416K -20,800 Closed
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
– -$114K -5,705 Closed
Parallax Volatility Advisers
61
Parallax Volatility Advisers
California
– -$32K -1,596 Closed
DOA
62
D'Orazio & Associates
Virginia
– -$2K -100 Closed
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
– -$296 -15 -68%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
– +$158 +8 New
1 2
3

KREF Hedge Fund Activity: Q1 2018 in Review

54 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q1 2018, worth a combined $776M — down 0.43% from $779M a quarter earlier.

Fund positioning in KREF was balanced in Q1 2018: 10 funds opened new positions, 10 closed out, 22 added to existing stakes and 12 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $20.6M. The largest seller was Fidelity Investments, cutting an estimated $18.2M.

  • 54 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $776M of KKR Real Estate Finance Trust stock for Q1 2018, down 0.43% quarter-over-quarter.
  • 10 funds opened new KKR Real Estate Finance Trust positions in Q1 2018 and 10 closed out, a net change of 0 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q1 2018 was Capital Research Global Investors, an estimated $20.6M added.
  • The largest KKR Real Estate Finance Trust seller in Q1 2018 was Fidelity Investments, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2018.