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FS KKR Capital

539 hedge funds and large institutions have $1.8B invested in FS KKR Capital in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 49

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $1.51B → $1.8B (+$288M)

9% more funds holding

Funds holding: 496539 (+43)

1.03% more ownership

Funds ownership: 28.25%29.28% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 165

12% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $12M

Holders
539
Holders Change
+43
Holders Change %
+8.67%
% of All Funds
7.1%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
100
Increased
179
Reduced
165
Closed
49
Calls
$10.6M
Puts
$12M
Net Calls
-$1.4M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
251
GWN Securities
Florida
$626K +$580K +27,654 New
CIA
252
Concurrent Investment Advisors
Florida
$624K -$5.27K -251 -0.9%
RCG
253
Regatta Capital Group
California
$622K +$1.59K +76 +0.3%
DAS
254
Diversify Advisory Services
Utah
$622K -$860 -41 -0.1%
RRA
255
Round Rock Advisors
Connecticut
$616K +$595K +28,364 New
TW
256
Trajan Wealth
Arizona
$608K
NFSG
257
Newbridge Financial Services Group
Florida
$603K +$583K +27,769 New
PIA
258
Pinion Investment Advisors
Kansas
$602K +$52.3K +2,492 +10%
FFBTD
259
First Financial Bank - Trust Division
Ohio
$600K +$27.6K +1,313 +5%
MA
260
Mutual Advisors
Nebraska
$598K -$21.3K -1,016 -4%
Axa
261
Axa
France
$597K +$577K +27,508 New
CA
262
Calton & Associates
Florida
$596K -$369K -17,590 -39%
CAS
263
Coppell Advisory Solutions
Texas
$581K +$97K +4,625 +21%
UPS
264
UHLMANN PRICE SECURITIES
Illinois
$575K +$65.5K +3,124 +13%
AF
265
Advisornet Financial
Minnesota
$574K +$49.8K +2,372 +10%
GC
266
Guggenheim Capital
Illinois
$571K +$33.2K +1,583 +6%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$569K +$261K +12,452 +91%
Squarepoint
268
Squarepoint
New York
$564K -$470K -22,402 -46%
CMAI
269
Capital Management Associates Inc
Minnesota
$555K -$343K -16,349 -39%
PWM
270
Prosperity Wealth Management
California
$554K +$535K +25,491 New
MWA
271
Medallion Wealth Advisors
Connecticut
$539K +$528K +25,149 New
IWN
272
Independent Wealth Network
Iowa
$535K -$124K -5,931 -19%
Lazard Asset Management
273
Lazard Asset Management
New York
$533K +$120K +5,736 +30%
FWP
274
Family Wealth Partners
North Carolina
$529K +$33.1K +1,576 +7%
RBFC
275
Roman Butler Fullerton & Co
Missouri
$526K +$16.1K +769 +3%

FSK Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FS KKR Capital (FSK) for Q4 2024, worth a combined $1.8B — up 19% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new FSK positions and 49 closed out — a net gain of 51 holders — while 179 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $26M. The largest seller was International Assets Investment Management, cutting an estimated $63.5M.

  • 539 institutional investors held FS KKR Capital (FSK) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $1.8B of FS KKR Capital stock for Q4 2024, up 19% quarter-over-quarter.
  • 100 funds opened new FS KKR Capital positions in Q4 2024 and 49 closed out, a net change of +51 holders.
  • The largest FS KKR Capital buyer in Q4 2024 was UBS Group, an estimated $26M added.
  • The largest FS KKR Capital seller in Q4 2024 was International Assets Investment Management, an estimated $63.5M sold.

Based on aggregated 13F filings for Q4 2024.