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FS KKR Capital
FSK

324 hedge funds and large institutions have $827M invested in FS KKR Capital in 2018 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 126 increasing their positions, 34 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 2 → 10 (+8)

361% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 31

271% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 34

52% more funds holding

Funds holding: 213 → 324 (+111)

51% more capital invested

Capital invested by funds: $550M → $827M (+$278M)

7.48% more ownership

Funds ownership: 0% → 7.48% (+7.5%)

94% less call options, than puts

Call options by funds: $89K | Put options by funds: $1.49M

Holders
324
Holders Change
+111
Holders Change %
+52.11%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.22%
New
143
Increased
126
Reduced
34
Closed
31
Calls
$89K
Puts
$1.49M
Net Calls
-$1.4M
Net Calls Change
-$210K

Top Buyers

1
BPCM
Beach Point Capital Management
California
+$73.6M
2
HI
HBK Investments
Texas
+$48.5M
3
AM
Ares Management
California
+$33.3M
4
RCM
Rivernorth Capital Management
Florida
+$31.6M
5
LPL Financial
LPL Financial
California
+$25.3M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$4.09M
2
UBS Group
UBS Group
Switzerland
-$3.56M
3
PCM
Prelude Capital Management
New York
-$2.8M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.75M
5
CWM
Cornerstone Wealth Management
Missouri
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
201
Bank of America
North Carolina
$184K +$89.2K +3,585 +68%
AI
202
Atria Investments
North Carolina
$184K +$221K +8,899 New
IGGA
203
Iron Gate Global Advisors
Utah
$183K +$7.99K +321 +4%
AW
204
ACG Wealth
Georgia
$180K +$31.6K +1,271 +17%
CWA
205
Clarus Wealth Advisors
Arizona
$179K -$36.6K -1,472 -15%
LNC
206
Lincoln National Corp
Pennsylvania
$175K +$210K +8,443 New
Bank of New York Mellon
207
Bank of New York Mellon
New York
$174K +$33.7K +1,355 +19%
CWM
208
Cornerstone Wealth Management
Missouri
$172K -$2.04M -81,900 -91%
Sumitomo Mitsui Trust Group
209
Sumitomo Mitsui Trust Group
Japan
$167K +$112K +4,500 +135%
AFM
210
Abbot Financial Management
Massachusetts
$163K +$196K +7,859 New
FI
211
FormulaFolio Investments
Michigan
$161K – – –
SB
212
Strategic Blueprint
Georgia
$157K +$189K +7,575 New
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$155K +$30K +1,206 +19%
FWM
214
Fairhaven Wealth Management
Illinois
$153K +$184K +7,383 New
PS
215
Portfolio Solutions
Michigan
$152K -$172K -6,929 -49%
CSS
216
Cubist Systematic Strategies
Connecticut
$152K +$34.9K +1,402 +24%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$152K +$183K +7,359 +367,950%
MHS
218
M Holdings Securities
Oregon
$151K -$36.2K -1,453 -17%
MWP
219
MYCIO Wealth Partners
Pennsylvania
$145K +$2.51K +101 +1%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$140K +$2.27K +91 +1%
CG
221
Cutler Group
California
$138K +$622 +25 +0.4%
5L
222
55I LLC
Massachusetts
$137K +$165K +6,635 New
Fisher Asset Management
223
Fisher Asset Management
Washington
$134K +$161K +6,459 New
PP
224
Paloma Partners
Connecticut
$134K +$161K +6,466 New
FIA
225
FNY Investment Advisers
New York
$134K +$161K +6,484 New
7 8
9
10 11

FSK Hedge Fund Activity: Q4 2018 in Review

324 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FS KKR Capital (FSK) for Q4 2018, worth a combined $827M — up 51% from $550M a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new FSK positions and 31 closed out — a net gain of 112 holders — while 126 added to existing stakes and 34 trimmed.

The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $73.6M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $4.09M sold.

  • 324 institutional investors held FS KKR Capital (FSK) as of Q4 2018, up from 213 in Q3 2018.
  • Funds reported $827M of FS KKR Capital stock for Q4 2018, up 51% quarter-over-quarter.
  • 143 funds opened new FS KKR Capital positions in Q4 2018 and 31 closed out, a net change of +112 holders.
  • The largest FS KKR Capital buyer in Q4 2018 was Beach Point Capital Management, an estimated $73.6M added.
  • The largest FS KKR Capital seller in Q4 2018 was Confluence Investment Management, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2018.