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FS KKR Capital

129 hedge funds and large institutions have $615M invested in FS KKR Capital in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $683K

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

5% more funds holding

Funds holding: 123129 (+6)

3% more capital invested

Capital invested by funds: $600M → $615M (+$15.2M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
3.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
20
Increased
55
Reduced
31
Closed
13
Calls
$1.8M
Puts
$683K
Net Calls
+$1.12M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$110M -$3.74M -90,372 -3%
UBS Group
2
UBS Group
Switzerland
$49.7M -$4.27M -103,387 -8%
ClearBridge Investments
3
ClearBridge Investments
New York
$43.6M -$1.09M -26,457 -2%
LPL Financial
4
LPL Financial
California
$35.2M +$2.22M +53,806 +7%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$23.5M +$970K +23,469 +4%
MC
6
Muzinich & Co
New York
$23M +$1.37M +33,241 +6%
VFS
7
VSR Financial Services
Kansas
$22.4M -$2.81M -68,054 -11%
Ameriprise
8
Ameriprise
Minnesota
$20M +$6.54M +158,192 +45%
CA
9
Cetera Advisors
Colorado
$17.6M -$291K -7,044 -2%
PAG
10
Private Advisor Group
New Jersey
$14M +$3.88M +93,977 +36%
AllianceBernstein
11
AllianceBernstein
Tennessee
$12.6M -$1.13M -27,264 -8%
BG
12
BlackRock Group
United Kingdom
$12.1M -$401K -9,702 -3%
CAN
13
Cetera Advisor Networks
California
$11.4M
M&T Bank
14
M&T Bank
New York
$11.4M +$314K +7,601 +3%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$11.1M +$2.43M +58,750 +26%
AWA
16
Arete Wealth Advisors
Illinois
$10.1M -$912K -22,078 -8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9.73M -$342K -8,273 -3%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$9.25M
Morgan Stanley
19
Morgan Stanley
New York
$8.99M +$6.56M +158,742 +228%
AAM
20
Advisors Asset Management
Colorado
$8.49M +$2.09M +50,563 +31%
YMRC
21
Yorktown Management & Research Company
Virginia
$8.49M -$775K -18,750 -8%
CCM
22
Canal Capital Management
Virginia
$7.76M -$443K -10,713 -5%
AIG
23
American International Group
New York
$7.23M +$1.05M +25,512 +16%
Invesco
24
Invesco
Georgia
$7M -$3.97K -96 -0.1%
FAAS
25
First Allied Advisory Services
California
$6.11M +$155K +3,748 +2%

FSK Hedge Fund Activity: Q2 2015 in Review

129 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in FS KKR Capital (FSK) for Q2 2015, worth a combined $615M — up 2.5% from $600M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FSK positions and 13 closed out — a net gain of 7 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.56M. The largest seller was UBS Group, cutting an estimated $4.27M.

  • 129 institutional investors held FS KKR Capital (FSK) as of Q2 2015, up from 123 in Q1 2015.
  • Funds reported $615M of FS KKR Capital stock for Q2 2015, up 2.5% quarter-over-quarter.
  • 20 funds opened new FS KKR Capital positions in Q2 2015 and 13 closed out, a net change of +7 holders.
  • The largest FS KKR Capital buyer in Q2 2015 was Morgan Stanley, an estimated $6.56M added.
  • The largest FS KKR Capital seller in Q2 2015 was UBS Group, an estimated $4.27M sold.

Based on aggregated 13F filings for Q2 2015.