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KREF

KKR Real Estate Finance Trust
KREF

126 hedge funds and large institutions have $800M invested in KKR Real Estate Finance Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

0% less capital invested

Capital invested by funds: $801M → $800M (-$1.31M)

2% less funds holding

Funds holding: 129 → 126 (-3)

5.63% less ownership

Funds ownership: 87.01% → 81.39% (-5.6%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
48
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JIC
JRM Investment Counsel
Nebraska
+$5.04M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$4.16M
3
BlackRock
BlackRock
New York
+$3.78M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.82M
5
AG
AlphaSimPlex Group
Massachusetts
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
-$5.47M
2
Millennium Management
Millennium Management
New York
-$2.91M
3
KKRC
Kohlberg Kravis Roberts & Co
New York
-$2.58M
4
N
Nuveen
North Carolina
-$2.11M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
101
Mutual of America Capital Management
New York
$54K +$37.1K +2,157 +190%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$53K -$69 -4 -0.1%
DA
103
Denali Advisors
California
$53K – – –
Citigroup
104
Citigroup
New York
$44K -$183K -10,649 -80%
EW
105
Evoke Wealth
California
$44K – – –
HH
106
HWG Holdings
Texas
$36K -$9.6K -559 -21%
AIP
107
Ameritas Investment Partners
Nebraska
$36K – – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$27K -$17K -992 -38%
CCA
109
Catalyst Capital Advisors
New York
$27K +$9.1K +530 +49%
S
110
SignatureFD
Georgia
$26K +$2.01K +117 +8%
Lazard Asset Management
111
Lazard Asset Management
New York
$24K +$25.9K +1,506 New
VCM
112
Versant Capital Management
Arizona
$22K – – –
Osaic Holdings
113
Osaic Holdings
Arizona
$20K – – –
SWA
114
Sutton Wealth Advisors
Florida
$19.8K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$15K – – –
US Bancorp
116
US Bancorp
Minnesota
$11K -$3.88K -226 -26%
LC
117
Lindbrook Capital
California
$11K +$773 +45 +7%
QCG
118
Quadrant Capital Group
Ohio
$9K +$4K +233 +73%
Macquarie Group
119
Macquarie Group
Australia
$7K – – –
GT
120
Glenmede Trust
Pennsylvania
$5K -$859 -50 -14%
PA
121
Parallel Advisors
California
$5K – – –
ABC
122
Associated Banc-Corp
Wisconsin
$2K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$2K – – –
HGWM
124
Harvest Group Wealth Management
Massachusetts
$1K – – –
TPCW
125
TD Private Client Wealth
New York
$562 – – –
2 3 4
5
6

KREF Hedge Fund Activity: Q3 2020 in Review

126 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q3 2020, worth a combined $800M — down 0.16% from $801M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KREF and 14 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 48 added.

The largest buyer was JRM Investment Counsel, adding an estimated $5.04M. The largest seller was Winton Group, cutting an estimated $5.47M.

  • 126 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q3 2020, down from 129 in Q2 2020.
  • Funds reported $800M of KKR Real Estate Finance Trust stock for Q3 2020, down 0.16% quarter-over-quarter.
  • 14 funds opened new KKR Real Estate Finance Trust positions in Q3 2020 and 16 closed out, a net change of -2 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q3 2020 was JRM Investment Counsel, an estimated $5.04M added.
  • The largest KKR Real Estate Finance Trust seller in Q3 2020 was Winton Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2020.