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KREF

KKR Real Estate Finance Trust

131 hedge funds and large institutions have $1,000M invested in KKR Real Estate Finance Trust in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

30% more funds holding

Funds holding: 101131 (+30)

14% more capital invested

Capital invested by funds: $879M → $1,000M (+$121M)

6.76% more ownership

Funds ownership: 78.38%85.14% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
131
Holders Change
+30
Holders Change %
+29.7%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
48
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$449M
BlackRock
2
BlackRock
New York
$96.6M +$45.2M +2,261,712 +92%
NSLI
3
Nan Shan Life Insurance
Taiwan
$71.5M
Temasek Holdings
4
Temasek Holdings
Singapore
$49.8M
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.4M -$1.14M -56,892 -2%
Invesco
6
Invesco
Georgia
$35.7M +$33.4M +1,671,324 +2,191%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$21.3M +$3.87M +193,835 +23%
State Street
8
State Street
Massachusetts
$18.7M +$5.67M +284,071 +46%
UBS Group
9
UBS Group
Switzerland
$15.7M +$717K +35,899 +5%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$14.6M +$2.35M +117,460 +20%
Millennium Management
11
Millennium Management
New York
$12.1M +$5.06M +253,313 +75%
CCM
12
Callodine Capital Management
Massachusetts
$9.19M -$499K -25,000 -5%
Barclays
13
Barclays
United Kingdom
$8.89M +$458K +22,928 +6%
Bessemer Group
14
Bessemer Group
New Jersey
$8.01M +$131K +6,535 +2%
WG
15
Winton Group
United Kingdom
$7.05M +$500K +25,032 +8%
N
16
Nuveen
North Carolina
$7.02M -$10.5M -526,741 -61%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.41M +$420K +21,050 +7%
Northern Trust
18
Northern Trust
Illinois
$6.38M +$95.5K +4,783 +2%
Morgan Stanley
19
Morgan Stanley
New York
$5.81M +$4.06M +203,411 +251%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$5.64M +$977K +48,913 +22%
CS
21
Credit Suisse
Switzerland
$5.39M +$3.38M +169,339 +179%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.32M +$3.2M +160,248 +160%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.08M +$3.64M +182,018 +272%
CIM
24
Centersquare Investment Management
Pennsylvania
$3.72M +$3.64M +182,070 New
Prudential Financial
25
Prudential Financial
New Jersey
$3.51M +$593K +29,690 +21%

KREF Hedge Fund Activity: Q4 2019 in Review

131 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q4 2019, worth a combined $1,000M — up 14% from $879M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new KREF positions and 9 closed out — a net gain of 30 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $45.2M. The largest seller was Capital Growth Management, exiting entirely with an estimated $26.5M sold.

  • 131 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q4 2019, up from 101 in Q3 2019.
  • Funds reported $1,000M of KKR Real Estate Finance Trust stock for Q4 2019, up 14% quarter-over-quarter.
  • 39 funds opened new KKR Real Estate Finance Trust positions in Q4 2019 and 9 closed out, a net change of +30 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q4 2019 was BlackRock, an estimated $45.2M added.
  • The largest KKR Real Estate Finance Trust seller in Q4 2019 was Capital Growth Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2019.