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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
TWM
326
Tradition Wealth Management
Minnesota
$385K +$3.9K +186 +1%
BFS
327
BridgePort Financial Solutions
Iowa
$385K +$355K +16,901 New
AWAP
328
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$384K +$378 +18 +0.1%
IHL
329
Investment House LLC
California
$383K +$31.5K +1,500 +9%
SWM
330
Sanctuary Wealth Management
Idaho
$379K
CP
331
Castleview Partners
Texas
$378K -$91.6K -4,364 -20%
JIP
332
Jaffetilchin Investment Partners
Florida
$377K +$202K +9,614 +124%
AG
333
AmeriFlex Group
Nevada
$376K +$337K +16,073 New
FFA
334
Farther Finance Advisors
California
$369K -$340K -16,197 -49%
SIA
335
Soltis Investment Advisors
Utah
$369K +$356K +16,980 New
PTC
336
Private Trust Company
Ohio
$367K -$21K -1,000 -6%
SWIM
337
Smallwood Wealth Investment Management
New Jersey
$366K -$142K -6,755 -29%
CWM
338
Concentrum Wealth Management
California
$361K
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$359K -$4.22K -201 -1%
Citigroup
340
Citigroup
New York
$357K +$81K +3,858 +31%
OFS
341
OneAscent Financial Services
Alabama
$356K +$92.3K +4,399 +37%
SFC
342
Strategic Financial Concepts
Texas
$355K +$43.6K +2,078 +15%
CWM
343
Cahaba Wealth Management
Georgia
$353K +$18.8K +895 +6%
AC
344
Apella Capital
Connecticut
$352K +$4.8K +229 +1%
AF
345
Allworth Financial
California
$349K -$81.2K -3,871 -20%
VHAM
346
Van Hulzen Asset Management
California
$349K -$1.82K -87 -0.5%
BAM
347
Belpointe Asset Management
Nevada
$349K
OC
348
Oppenheimer & Co
New York
$348K +$336K +16,026 New
VFA
349
Valeo Financial Advisors
Indiana
$346K
JRFS
350
James Reed Financial Services
Ohio
$344K +$332K +15,828 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.