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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
Invesco
26
Invesco
Georgia
$15.9M -$2.65M -126,413 -15%
HGERS
27
Householder Group Estate & Retirement Specialist
Arizona
$15.6M +$10.2K +484 +0.1%
MW
28
Maia Wealth
Colorado
$14.5M +$1.37M +65,245 +11%
MGP
29
M&G plc
United Kingdom
$13.9M +$13.2M +630,000 New
MC
30
Muzinich & Co
New York
$12.2M +$977K +46,542 +9%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$12M +$880K +41,932 +8%
Mariner
32
Mariner
Kansas
$11.9M +$242K +11,533 +2%
GBI
33
GP Brinson Investments
Illinois
$11.6M
T
34
Transce3nd
Texas
$11.2M +$10.8M +514,112 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$11M +$532K +25,348 +5%
ECG
36
Edge Capital Group
Georgia
$10.9M -$10.5M -499,753 -100%
MOS
37
MGO One Seven
Ohio
$9.9M +$550K +26,217 +6%
CCM
38
Callodine Capital Management
Massachusetts
$9.48M -$796K -37,938 -8%
Franklin Resources
39
Franklin Resources
California
$8.85M +$992K +47,254 +13%
AAS
40
Avantax Advisory Services
Texas
$8.75M +$287K +13,685 +4%
MWM
41
Modern Wealth Management
Kansas
$8.72M +$114K +5,420 +1%
HI
42
Harbour Investments
Wisconsin
$8.51M +$202K +9,612 +3%
MML Investors Services
43
MML Investors Services
Massachusetts
$8.25M -$351K -16,740 -4%
FHA
44
Flagship Harbor Advisors
Massachusetts
$8.13M +$97.8K +4,659 +1%
SL
45
Sentinus LLC
Illinois
$7.99M +$462K +22,002 +6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.56M -$3.9M -185,684 -35%
Stifel Financial
47
Stifel Financial
Missouri
$7.51M +$1.11M +53,110 +18%
GWM
48
Geneos Wealth Management
Colorado
$7.43M +$122K +5,825 +2%
IWM
49
IHT Wealth Management
Illinois
$7.34M +$1.07M +50,827 +18%
Barclays
50
Barclays
United Kingdom
$7.22M +$104K +4,969 +2%

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.