We are live on ! Find out more
FSK icon

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
Canada Life
76
Canada Life
Manitoba, Canada
$4.61M -$302K -14,376 -6%
AWS
77
Atria Wealth Solutions
New York
$4.58M -$15.1K -720 -0.3%
AWA
78
Arkadios Wealth Advisors
Georgia
$4.56M -$378K -18,027 -8%
SPC
79
Sigma Planning Corp
Michigan
$4.51M +$293K +13,943 +7%
CFG
80
Certior Financial Group
Pennsylvania
$4.5M +$4.34M +206,995 New
JWCA
81
J.W. Cole Advisors
Florida
$4.47M +$569K +27,110 +15%
Lido Advisors
82
Lido Advisors
California
$4.45M +$4.3M +204,772 New
SWP
83
Stratos Wealth Partners
Ohio
$4.37M -$181K -8,610 -4%
VVP
84
Venture Visionary Partners
Ohio
$4.29M +$688K +32,803 +20%
RSF
85
Rik Saylor Financial
Ohio
$4.29M +$4.14M +197,379 New
PA
86
PFG Advisors
Arizona
$4.14M +$83.9K +3,997 +2%
PL
87
Parkwood LLC
Ohio
$4.07M +$3.93M +187,500 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$4.07M -$38.5K -1,837 -1%
LIS
89
Legacy Investment Solutions
Idaho
$4.04M -$4.12M -196,446 -53%
LWMI
90
Legacy Wealth Management (Idaho)
Idaho
$4.04M -$4.12M -196,446 -53%
WC
91
Waterloo Capital
Texas
$4.01M +$1.27M +60,588 +49%
HIS
92
Harvest Investment Services
Illinois
$3.9M +$399K +19,004 +12%
Universal-Beteiligungs- und Servicegesellschaft
93
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.89M +$3.75M +178,939 New
HF
94
HRT Financial
New York
$3.77M -$4.36M -207,734 -54%
BA
95
Bard Associates
Illinois
$3.65M -$58.8K -2,802 -2%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$3.63M -$224K -10,653 -6%
AWM
97
Apollon Wealth Management
South Carolina
$3.61M +$2.01M +95,751 +136%
LCGC
98
Legacy Capital Group California
California
$3.6M -$34.9K -1,665 -1%
DnB Asset Management
99
DnB Asset Management
Norway
$3.4M +$167K +7,950 +5%
HAG
100
HighPoint Advisor Group
Illinois
$3.29M -$605K -28,829 -17%

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.