KREF

KKR Real Estate Finance Trust
KREF

Overview Fund Activity

155 hedge funds and large institutions have $615M invested in KKR Real Estate Finance Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-11
Holders Change %
-6.63%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
66
Reduced
48
Closed
27
Calls
$431K
Puts
$537K
Net Calls
-$106K
Net Calls Change
+$225K

Top Buyers

1
HV
1
HST Ventures
Utah
$3.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$4.76M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.33M
5
Charles Schwab
5
Charles Schwab
California
$7.18M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$405K
2
Invesco
2
Invesco
Georgia
$3.34M
3
JIC
3
JRM Investment Counsel
Nebraska
$541K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.1M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$676K -$24.3K -1,995 -3%
AWA
52
Arete Wealth Advisors
Illinois
$663K +$112K +9,212 +20%
RVPG
53
Relative Value Partners Group
$641K +$29K +2,385 +5%
TPSF
54
Texas Permanent School Fund
Texas
$617K -$12.4K -1,015 -2%
Citadel Advisors
55
Citadel Advisors
Florida
$611K -$1.63M -134,168 -73%
GI
56
GAMCO Investors
Connecticut
$609K – – –
Canada Life
57
Canada Life
Manitoba, Canada
$607K -$70.5K -5,796 -10%
UBS AM
58
UBS AM
Illinois
$607K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$583K +$583K +47,904 New
TCM
60
Triumph Capital Management
Colorado
$541K +$541K +42,932 New
JIC
61
JRM Investment Counsel
Nebraska
$541K -$4.21M -345,881 -89%
AI
62
AXS Investments
New York
$527K -$122K -10,000 -19%
Citigroup
63
Citigroup
New York
$512K +$150K +12,364 +42%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$498K – – –
Russell Investments Group
65
Russell Investments Group
United Kingdom
$491K -$10.3K -844 -2%
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
$481K +$182K +14,946 +61%
HighTower Advisors
67
HighTower Advisors
Illinois
$467K -$304K -25,017 -39%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$464K -$18.9K -1,556 -4%
PCM
69
Penserra Capital Management
California
$444K +$135K +11,127 +44%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$438K +$17.9K +1,469 +4%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$414K +$6.29K +517 +2%
Millennium Management
72
Millennium Management
New York
$405K -$10.8M -889,415 -96%
AIG
73
American International Group
New York
$384K +$4.31K +354 +1%
EW
74
Evoke Wealth
California
$381K – – –
YCM
75
Yousif Capital Management
Michigan
$376K -$22.6K -1,859 -6%
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3
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