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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
AAM
51
Advisors Asset Management
Colorado
$6.81M +$1.24M +59,013 +23%
EP
52
EPIQ Partners
Minnesota
$6.52M -$307K -14,650 -5%
Raymond James Financial
53
Raymond James Financial
Florida
$6.5M +$6.28M +299,220 New
IAA
54
Independent Advisor Alliance
North Carolina
$6.49M -$112K -5,342 -2%
DA
55
Denali Advisors
California
$6.48M -$678K -32,291 -10%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$6.19M -$9.88M -470,716 -62%
EIP
57
Ellis Investment Partners
Pennsylvania
$6.06M +$220K +10,462 +4%
PGH
58
Partners Group Holding
Switzerland
$5.82M
Neuberger Berman Group
59
Neuberger Berman Group
New York
$5.72M -$275K -13,110 -5%
UAG
60
United Advisor Group
Ohio
$5.6M -$49.2K -2,346 -0.9%
FGC
61
Financial Gravity Companies
Texas
$5.58M +$5.35M +254,787 +11,962%
RRAM
62
River Road Asset Management
Kentucky
$5.41M -$10.8K -516 -0.2%
TI
63
TrueMark Investments
Illinois
$5.23M +$3M +142,929 +146%
IWA
64
Icon Wealth Advisors
Texas
$5.18M +$112K +5,317 +2%
FNT
65
First National Trust
Pennsylvania
$5.13M +$2.93M +139,462 +144%
Goldman Sachs
66
Goldman Sachs
New York
$5.12M -$505K -24,089 -9%
HighTower Advisors
67
HighTower Advisors
Illinois
$5.07M +$630K +30,020 +15%
Bank of America
68
Bank of America
North Carolina
$4.93M +$689K +32,854 +17%
AWA
69
Arete Wealth Advisors
Illinois
$4.93M -$438K -20,884 -8%
LP
70
LGL Partners
Pennsylvania
$4.92M
KWA
71
Kingswood Wealth Advisors
California
$4.88M +$2.18M +104,016 +86%
Bessemer Group
72
Bessemer Group
New Jersey
$4.87M +$4.71M +224,274 New
NW
73
Naviter Wealth
Arkansas
$4.83M -$490K -23,355 -10%
NA
74
NewEdge Advisors
Louisiana
$4.82M +$67.3K +3,208 +1%
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$4.8M +$1.76M +83,643 +61%

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.