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KREF

KKR Real Estate Finance Trust
KREF

168 hedge funds and large institutions have $1.01B invested in KKR Real Estate Finance Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

190% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 29

34% more call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.36M

15% more funds holding

Funds holding: 146 → 168 (+22)

4% more capital invested

Capital invested by funds: $967M → $1.01B (+$39.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.89% less ownership

Funds ownership: 82.36% → 79.47% (-2.9%)

Holders
168
Holders Change
+22
Holders Change %
+15.07%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
84
Reduced
29
Closed
11
Calls
$1.82M
Puts
$1.36M
Net Calls
+$462K
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$15.2M
2
SI
Stephens Inc
Arkansas
+$5M
3
GA
GFS Advisors
Texas
+$4.57M
4
RBC
Roble Belko & Company
Pennsylvania
+$3.83M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
ECM
Element Capital Management
New York
-$4.91M
2
CS
Credit Suisse
Switzerland
-$3.93M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.22M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$2.21M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
151
Harbour Investments
Wisconsin
$9K +$172 +8 +2%
Macquarie Group
152
Macquarie Group
Australia
$6K – – –
GC
153
Gould Capital
Washington
$6K +$5.75K +267 New
C
154
Covestor
United Kingdom
$5K +$5.11K +237 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.45K +253 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$4K – – –
TWA
157
TCI Wealth Advisors
Arizona
$4K – – –
Bessemer Group
158
Bessemer Group
New Jersey
$4K +$4.31K +200 New
MCM
159
Manchester Capital Management
Vermont
$3K +$668 +31 +26%
EWA
160
EverSource Wealth Advisors
Alabama
$2K +$1.68K +78 New
SFM
161
Signet Financial Management
New Jersey
$2K +$2.35K +109 New
LAS
162
Lloyd Advisory Services
Georgia
$1K +$22 +1 +2%
IA
163
IFP Advisors
Florida
$1K +$65 +3 New
FPS
164
Fieldpoint Private Securities
Connecticut
$1K +$1.08K +50 New
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$557 +$8.49K +394 +1%
ECM
166
Element Capital Management
New York
– -$4.91M -232,674 Closed
SFI
167
Susquehanna Fundamental Investments
Pennsylvania
– -$944K -44,763 Closed
CCIA
168
Campbell & Co Investment Adviser
Maryland
– -$426K -20,200 Closed
HIP
169
HUB Investment Partners
Texas
– -$211K -10,000 Closed
CTC
170
Central Trust Company
Missouri
– -$21K -1,000 Closed
MAM
171
Meeder Asset Management
Ohio
– -$17K -827 Closed
AWA
172
Arkadios Wealth Advisors
Georgia
– -$9K -450 Closed
RTL
173
Red Tortoise LLC
Georgia
– -$2K -107 Closed
TPCW
174
TD Private Client Wealth
New York
– -$717 -34 Closed
GKWIM
175
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed
4 5 6
7
8

KREF Hedge Fund Activity: Q4 2021 in Review

168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q4 2021, worth a combined $1.01B — up 4.1% from $967M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new KREF positions and 11 closed out — a net gain of 22 holders — while 84 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $15.2M. The largest seller was Element Capital Management, exiting entirely with an estimated $4.91M sold.

  • 168 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q4 2021, up from 146 in Q3 2021.
  • Funds reported $1.01B of KKR Real Estate Finance Trust stock for Q4 2021, up 4.1% quarter-over-quarter.
  • 33 funds opened new KKR Real Estate Finance Trust positions in Q4 2021 and 11 closed out, a net change of +22 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q4 2021 was BlackRock, an estimated $15.2M added.
  • The largest KKR Real Estate Finance Trust seller in Q4 2021 was Element Capital Management, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2021.