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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
PA
276
Pinnacle Associates
New York
$522K +$504K +24,017 New
PWMAG
277
Pinnacle Wealth Management Advisory Group
New Jersey
$522K +$504K +24,017 New
RWM
278
Ritholtz Wealth Management
New York
$521K +$47.2K +2,250 +10%
LSIA
279
LaSalle St. Investment Advisors
Illinois
$521K +$504K +24,017 New
WE
280
Wealth Effects
Massachusetts
$518K +$6.71K +320 +1%
MA
281
MONECO Advisors
Connecticut
$517K +$170K +8,092 +52%
IGGA
282
Iron Gate Global Advisors
Utah
$513K -$24.1K -1,147 -5%
SFS
283
Sowell Financial Services
Arkansas
$510K -$21.4K -1,021 -4%
AFG
284
Atomi Financial Group
New York
$508K -$7.01K -334 -1%
AWM
285
Activest Wealth Management
Florida
$508K -$30.2K -1,437 -6%
DIM
286
Delta Investment Management
California
$504K
WWM
287
Western Wealth Management
Colorado
$504K -$342K -16,316 -41%
SFG
288
Sovereign Financial Group
Connecticut
$502K -$52K -2,477 -10%
SAG
289
SageView Advisory Group
California
$497K +$23.9K +1,141 +5%
KCM
290
Kendall Capital Management
Maryland
$497K +$10.8K +517 +2%
AWM
291
Aries Wealth Management
Maine
$497K
CWM
292
Cornerstone Wealth Management
Missouri
$495K -$56.3K -2,683 -11%
3F
293
360 Financial
Minnesota
$492K -$162K -7,715 -25%
WFAG
294
Wescott Financial Advisory Group
Pennsylvania
$485K +$25.5K +1,216 +6%
KF
295
Krilogy Financial
Missouri
$481K -$47.1K -2,246 -9%
Brown Advisory
296
Brown Advisory
Maryland
$481K -$879K -41,885 -65%
BW
297
Bison Wealth
Georgia
$476K +$15.1K +720 +3%
ACM
298
Ascent Capital Management
Oregon
$470K +$454K +21,629 New
MWM
299
Meridian Wealth Management
Kentucky
$466K +$20.6K +982 +5%
Mirae Asset Global Investments
300
Mirae Asset Global Investments
South Korea
$462K +$447K +21,300 New

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.