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FS KKR Capital

155 hedge funds and large institutions have $727M invested in FS KKR Capital in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $668M → $727M (+$58.7M)

1% more funds holding

Funds holding: 154155 (+1)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.14%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
19
Increased
61
Reduced
50
Closed
15
Calls
$1.73M
Puts
Net Calls
+$1.73M
Net Calls Change
+$399K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$2.68M +$1.22M +32,213 +84%
IH
52
IFC Holdings
Florida
$2.63M +$481K +12,677 +22%
UBS Group
53
UBS Group
Switzerland
$2.31M -$3.68M -97,097 -61%
Deutsche Bank
54
Deutsche Bank
Germany
$2.18M -$251K -6,634 -10%
AR
55
Advisory Research
Illinois
$1.99M +$540K +14,242 +37%
NFA
56
Nuveen Fund Advisors
Illinois
$1.97M -$83.4K -2,200 -4%
WA
57
WFG Advisors
Texas
$1.94M +$299K +7,881 +18%
SPC
58
Sigma Planning Corp
Michigan
$1.86M +$264K +6,959 +17%
SMDAM
59
Sumitomo Mitsui DS Asset Management
Japan
$1.78M +$512K +13,505 +40%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$1.72M +$306K +8,065 +22%
CFP
61
Cornerstone Financial Partners
North Carolina
$1.68M +$1.68M +44,444 New
RJA
62
Raymond James & Associates
Florida
$1.66M -$111K -2,931 -6%
WP
63
WealthPLAN Partners
Nebraska
$1.61M -$1.99M -52,545 -55%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.6M -$117K -3,093 -7%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.52M +$287K +7,566 +23%
AFP
66
Ausdal Financial Partners
Iowa
$1.46M -$3.37K -89 -0.2%
HAG
67
HighPoint Advisor Group
Illinois
$1.45M -$153K -4,031 -10%
WP
68
WMS Partners
Maryland
$1.43M -$360K -9,500 -20%
PRS
69
Pinkerton Retirement Specialists
Idaho
$1.37M -$3.25M -85,794 -78%
VKH
70
Virtu KCG Holdings
New York
$1.28M +$1.09M +28,795 +567%
Northern Trust
71
Northern Trust
Illinois
$1.1M +$439K +11,576 +67%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$1.06M -$1.76M -46,401 -62%
SEI Investments
73
SEI Investments
Pennsylvania
$986K +$345K +9,107 +54%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$839K -$164K -4,318 -16%
PS
75
Portfolio Solutions
Michigan
$814K

FSK Hedge Fund Activity: Q3 2016 in Review

155 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FS KKR Capital (FSK) for Q3 2016, worth a combined $727M — up 8.8% from $668M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FSK positions and 15 closed out — a net gain of 4 holders — while 61 added to existing stakes and 50 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $19.2M. The largest seller was LPL Financial, cutting an estimated $4.24M.

  • 155 institutional investors held FS KKR Capital (FSK) as of Q3 2016, up from 154 in Q2 2016.
  • Funds reported $727M of FS KKR Capital stock for Q3 2016, up 8.8% quarter-over-quarter.
  • 19 funds opened new FS KKR Capital positions in Q3 2016 and 15 closed out, a net change of +4 holders.
  • The largest FS KKR Capital buyer in Q3 2016 was State of New Jersey Common Pension Fund D, an estimated $19.2M added.
  • The largest FS KKR Capital seller in Q3 2016 was LPL Financial, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2016.