We are live on ! Find out more
KREF

KKR Real Estate Finance Trust

175 hedge funds and large institutions have $1.07B invested in KKR Real Estate Finance Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

12% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $1.23M

7% more capital invested

Capital invested by funds: $1.01B → $1.07B (+$65.5M)

5.17% more ownership

Funds ownership: 79.47%84.65% (+5.2%)

4% more funds holding

Funds holding: 168175 (+7)

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
73
Reduced
52
Closed
12
Calls
$1.37M
Puts
$1.23M
Net Calls
+$145K
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$294M
BlackRock
2
BlackRock
New York
$149M -$916K -43,586 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.2M +$12.5M +592,973 +15%
NSLI
4
Nan Shan Life Insurance
Taiwan
$72.1M
Goldman Sachs
5
Goldman Sachs
New York
$46.2M -$820K -39,032 -2%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$35.6M +$10.9M +519,584 +43%
State Street
7
State Street
Massachusetts
$31.2M +$2.35M +111,647 +8%
Allianz Asset Management
8
Allianz Asset Management
Germany
$26.5M +$4.28M +203,500 +19%
JP Morgan Chase
9
JP Morgan Chase
New York
$25.2M +$4.92M +234,233 +24%
SI
10
Stephens Inc
Arkansas
$19.4M +$14.9M +708,729 +305%
Invesco
11
Invesco
Georgia
$18.9M +$1.3M +62,080 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.3M +$512K +24,357 +3%
N
13
Nuveen
North Carolina
$14M +$711K +33,817 +5%
JIC
14
JRM Investment Counsel
Nebraska
$13.7M +$87K +4,140 +0.6%
Morgan Stanley
15
Morgan Stanley
New York
$13.6M -$46.8K -2,225 -0.3%
Northern Trust
16
Northern Trust
Illinois
$11.7M -$419K -19,937 -3%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$10.1M -$414K -19,700 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.03M +$341K +16,216 +4%
Aviva
19
Aviva
United Kingdom
$9M
Principal Financial Group
20
Principal Financial Group
Iowa
$8.89M -$1.31M -62,261 -13%
Citadel Advisors
21
Citadel Advisors
Florida
$8.65M +$6.28M +298,985 +248%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$7.78M +$7.2M +342,700 +990%
Two Sigma Investments
23
Two Sigma Investments
New York
$6.85M +$5.39M +256,659 +338%
GA
24
GFS Advisors
Texas
$6.41M -$503K -23,925 -7%
Charles Schwab
25
Charles Schwab
California
$6.26M +$218K +10,368 +4%

KREF Hedge Fund Activity: Q1 2022 in Review

175 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KKR Real Estate Finance Trust (KREF) for Q1 2022, worth a combined $1.07B — up 6.5% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KREF positions and 12 closed out — a net gain of 10 holders — while 73 added to existing stakes and 52 trimmed.

The largest buyer was Stephens Inc, adding an estimated $14.9M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $3.41M sold.

  • 175 institutional investors held KKR Real Estate Finance Trust (KREF) as of Q1 2022, up from 168 in Q4 2021.
  • Funds reported $1.07B of KKR Real Estate Finance Trust stock for Q1 2022, up 6.5% quarter-over-quarter.
  • 22 funds opened new KKR Real Estate Finance Trust positions in Q1 2022 and 12 closed out, a net change of +10 holders.
  • The largest KKR Real Estate Finance Trust buyer in Q1 2022 was Stephens Inc, an estimated $14.9M added.
  • The largest KKR Real Estate Finance Trust seller in Q1 2022 was Acadian Asset Management, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2022.