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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
WWA
151
WCG Wealth Advisors
Nevada
$1.63M -$901K -42,921 -36%
CSP
152
Cary Street Partners
Virginia
$1.62M +$1.57M +74,684 New
PI
153
PFG Investments
New York
$1.6M +$106K +5,047 +7%
BI
154
Bramshill Investments
Florida
$1.58M -$34.5K -1,645 -2%
GF
155
Gries Financial
Ohio
$1.58M +$328K +15,625 +27%
DI
156
Diligent Investors
California
$1.56M +$28.2K +1,342 +2%
BCM
157
BluePointe Capital Management
California
$1.49M -$261K -12,418 -15%
DWM
158
Drive Wealth Management
Utah
$1.49M -$271K -12,904 -16%
EGM
159
Engineers Gate Manager
New York
$1.47M -$75.1K -3,581 -5%
SGWM
160
Sterling Group Wealth Management
California
$1.47M
MFG
161
Merit Financial Group
Georgia
$1.46M -$295K -14,060 -17%
BCM
162
Basso Capital Management
Connecticut
$1.46M
BFA
163
Beacon Financial Advisory
Ohio
$1.43M -$19.8K -944 -1%
PWS
164
Proactive Wealth Strategies
Georgia
$1.41M +$271K +12,926 +25%
PIA
165
Perennial Investment Advisors
California
$1.39M +$151K +7,192 +13%
IF
166
Integrity Financial
Wyoming
$1.39M -$189K -9,003 -12%
CIG
167
Cascade Investment Group
Colorado
$1.37M +$219K +10,450 +20%
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$1.36M
Bank of New York Mellon
169
Bank of New York Mellon
New York
$1.35M +$560K +26,703 +75%
SPIA
170
Steward Partners Investment Advisory
New York
$1.35M +$406K +19,344 +45%
LSL
171
Legacy Solutions LLC
Pennsylvania
$1.33M +$1.29M +61,346 New
GSWM
172
Golden State Wealth Management
California
$1.31M +$1.27M +60,436 New
CLA
173
Carnegie Lake Advisors
New Jersey
$1.31M -$21K -1,000 -2%
CCA
174
Coign Capital Advisors
Utah
$1.29M +$1.25M +59,419 New
BPA
175
Beacon Pointe Advisors
California
$1.27M -$83K -3,956 -6%

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.