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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
FDW
476
Fourth Dimension Wealth
Ohio
$32.7K +$31.6K +1,507 New
MSWA
477
Marshall & Sterling Wealth Advisors
New York
$32.7K +$31.6K +1,504 New
HWM
478
Hemington Wealth Management
Virginia
$32K +$986 +47 +3%
KA
479
Kozak & Associates
Colorado
$31.3K +$860 +41 +3%
CJ
480
Caitlin John
Michigan
$28.6K
SSB
481
Sandy Spring Bank
Maryland
$27.3K
SWA
482
SOA Wealth Advisors
New York
$24.9K
AGWCA
483
Annis Gardner Whiting Capital Advisors
Florida
$23.9K +$10.5K +500 +83%
BBHC
484
Brown Brothers Harriman & Co
New York
$21.7K +$21K +1,000 New
FG
485
Fairman Group
Pennsylvania
$21.5K
FDCDDQ
486
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.4K +$19.7K +941 New
DFA
487
DHJJ Financial Advisors
Illinois
$20.4K
KB
488
Kimelman & Baird
New York
$19.6K
OLVIG
489
Oliver Lagore Vanvalin Investment Group
Michigan
$19.3K
SAM
490
Smartleaf Asset Management
Massachusetts
$18.2K +$1.03K +49 +6%
LDB
491
Lee, Danner & Bass
Tennessee
$18K +$17.4K +830 New
SIC
492
Salem Investment Counselors
North Carolina
$17.2K
HFS
493
HBC Financial Services
Washington
$17K
TAM
494
Tucker Asset Management
Colorado
$17K +$965 +46 +6%
BLC
495
Brown, Lisle/Cummings
Rhode Island
$16.9K
AssetMark Inc
496
AssetMark Inc
California
$16.4K +$3.65K +174 +30%
PFA
497
Pathway Financial Advisers
Indiana
$16.4K
MFG
498
Mendota Financial Group
Wisconsin
$15.9K
TCOV
499
Trust Company of Vermont
Vermont
$15.2K +$14.7K +700 New
PSFG
500
Park Square Financial Group
Georgia
$14.6K +$14.1K +674 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.