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KREF

KKR Real Estate Finance Trust

76 hedge funds and large institutions have $848M invested in KKR Real Estate Finance Trust in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 6

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

27% more funds holding

Funds holding: 6076 (+16)

12% more capital invested

Capital invested by funds: $757M → $848M (+$90.6M)

0.3% more ownership

Funds ownership: 72.15%72.45% (+0.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
+16
Holders Change %
+26.67%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
36
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$479M
NSLI
2
Nan Shan Life Insurance
Taiwan
$70.6M
Capital Research Global Investors
3
Capital Research Global Investors
California
$51.3M
Vanguard Group
4
Vanguard Group
Pennsylvania
$50M +$15.2M +742,552 +43%
Temasek Holdings
5
Temasek Holdings
Singapore
$49.2M
BlackRock
6
BlackRock
New York
$37.4M +$15.8M +767,114 +71%
N
7
Nuveen
North Carolina
$18.8M +$3.72M +181,122 +24%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.59M +$3.66M +178,237 +120%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.48M +$4.22M +205,362 +177%
State Street
10
State Street
Massachusetts
$5.81M +$602K +29,303 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.49M +$2.63M +127,935 +89%
Northern Trust
12
Northern Trust
Illinois
$4.86M +$1.21M +58,698 +32%
Millennium Management
13
Millennium Management
New York
$4.71M +$3.86M +188,180 +413%
RA
14
Resource America
New York
$4.54M +$4.62M +225,000 New
TCIM
15
TIAA CREF Investment Management
New York
$4.33M +$1.94M +94,479 +79%
Bessemer Group
16
Bessemer Group
New Jersey
$4.29M +$4.21M +204,912 +2,561%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$4.09M +$4.17M +202,891 New
Bank of America
18
Bank of America
North Carolina
$3.92M +$2.17M +105,455 +118%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.09M +$2.03M +98,812 +181%
Charles Schwab
20
Charles Schwab
California
$2.77M +$1.44M +69,924 +104%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.46M +$1.74M +84,600 +227%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$2.37M +$2.41M +117,338 New
SCA
23
Secor Capital Advisors
New York
$2.31M +$2.35M +114,329 New
JP Morgan Chase
24
JP Morgan Chase
New York
$2.3M +$2.28M +110,881 +3,422%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$1.84M +$1.36M +66,147 +264%

KREF Hedge Fund Activity: Q3 2018 in Review

76 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q3 2018, worth a combined $848M — up 12% from $757M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KREF positions and 5 closed out — a net gain of 16 holders — while 36 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $15.8M. The largest seller was ArchPoint Investors, cutting an estimated $5.49M.

  • 76 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q3 2018, up from 60 in Q2 2018.
  • Funds reported $848M of KKR Real Estate Finance Trust stock for Q3 2018, up 12% quarter-over-quarter.
  • 21 funds opened new KKR Real Estate Finance Trust positions in Q3 2018 and 5 closed out, a net change of +16 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q3 2018 was BlackRock, an estimated $15.8M added.
  • The largest KKR Real Estate Finance Trust seller in Q3 2018 was ArchPoint Investors, an estimated $5.49M sold.

Based on aggregated 13F filings for Q3 2018.