KREF

KKR Real Estate Finance Trust
KREF

Overview Fund Activity

155 hedge funds and large institutions have $615M invested in KKR Real Estate Finance Trust in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 27 closing their positions.

Holders
155
Holders Change
-11
Holders Change %
-6.63%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
66
Reduced
48
Closed
27
Calls
$431K
Puts
$537K
Net Calls
-$106K
Net Calls Change
+$225K

Top Buyers

1
HV
1
HST Ventures
Utah
$3.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.9M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$4.76M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.33M
5
Charles Schwab
5
Charles Schwab
California
$7.18M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$405K
2
Invesco
2
Invesco
Georgia
$3.34M
3
JIC
3
JRM Investment Counsel
Nebraska
$541K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.1M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$126M 10,315,758 +52,577 +0.5%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$122M 10,000,001 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$70.1M 5,762,047 -46,572 -0.8%
NSLI
4
Nan Shan Life Insurance
Taiwan
$42.6M 3,500,000 – –
State Street
5
State Street
Massachusetts
$28M 2,225,767 -44,999 -2%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$25.7M 2,115,298 -33,642 -2%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$16.1M 1,323,225 -193,688 -13%
Allianz Asset Management
8
Allianz Asset Management
Germany
$15.6M 1,285,600 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.6M 1,198,148 +83,664 +8%
Morgan Stanley
10
Morgan Stanley
New York
$12.9M 1,063,755 +157,220 +17%
SI
11
Stephens Inc
Arkansas
$11.4M 936,768 -112,223 -11%
Goldman Sachs
12
Goldman Sachs
New York
$9.33M 766,682 +102,820 +15%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$8.02M 658,914 +57,410 +10%
Northern Trust
14
Northern Trust
Illinois
$7.34M 602,999 -142,398 -19%
Charles Schwab
15
Charles Schwab
California
$7.18M 589,859 +98,300 +20%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.64M 463,700 -78,954 -15%
NWM
17
Nicola Wealth Management
British Columbia, Canada
$5.51M 453,000 +98,000 +28%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$4.76M 390,877 +129,924 +50%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.01M 329,833 -20,511 -6%
VanEck Associates
20
VanEck Associates
New York
$3.74M 307,417 +41,510 +16%
RBC
21
Roble Belko & Company
Pennsylvania
$3.38M 277,691 -17,485 -6%
Invesco
22
Invesco
Georgia
$3.34M 274,295 -599,669 -69%
GBI
23
GP Brinson Investments
Illinois
$3.27M 268,909 – –
HV
24
HST Ventures
Utah
$3.1M 254,408 +228,704 +890%
Ameriprise
25
Ameriprise
Minnesota
$2.8M 229,494 -915 -0.4%
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