We are live on ! Find out more
FSK icon

FS KKR Capital

143 hedge funds and large institutions have $609M invested in FS KKR Capital in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

75% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.03M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

39% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 41

11% more funds holding

Funds holding: 129143 (+14)

1% less capital invested

Capital invested by funds: $615M → $609M (-$6.28M)

Holders
143
Holders Change
+14
Holders Change %
+10.85%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
24
Increased
57
Reduced
41
Closed
9
Calls
$1.81M
Puts
$1.03M
Net Calls
+$772K
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$103M -$1.88M -46,731 -2%
UBS Group
2
UBS Group
Switzerland
$41.4M -$6.08M -151,152 -12%
ClearBridge Investments
3
ClearBridge Investments
New York
$35.5M -$6.24M -155,125 -14%
LPL Financial
4
LPL Financial
California
$34.9M +$1.54M +38,268 +4%
Ameriprise
5
Ameriprise
Minnesota
$23.5M +$4.85M +120,596 +24%
VFS
6
VSR Financial Services
Kansas
$22.4M +$1.31M +32,454 +6%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$22M -$265K -6,574 -1%
MC
8
Muzinich & Co
New York
$20.1M -$1.11M -27,660 -5%
CA
9
Cetera Advisors
Colorado
$17M +$298K +7,409 +2%
PAG
10
Private Advisor Group
New Jersey
$16.9M +$4.01M +99,537 +28%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$15.5M +$16.7M +414,817 New
CAN
12
Cetera Advisor Networks
California
$13.2M +$2.96M +73,446 +26%
M&T Bank
13
M&T Bank
New York
$11.8M +$1.12M +27,911 +10%
AllianceBernstein
14
AllianceBernstein
Tennessee
$10.9M -$1.13M -27,976 -9%
BG
15
BlackRock Group
United Kingdom
$10.5M -$1.03M -25,700 -8%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$10.4M -$154K -3,825 -1%
AWA
17
Arete Wealth Advisors
Illinois
$9.3M -$294K -7,306 -3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$9.12M -$91K -2,262 -0.9%
Morgan Stanley
19
Morgan Stanley
New York
$8.82M +$333K +8,280 +4%
MIAN
20
Mariner Independent Advisor Network
Kansas
$8.45M +$5.03M +125,109 +123%
AAM
21
Advisors Asset Management
Colorado
$7.74M -$325K -8,067 -4%
AIG
22
American International Group
New York
$7.12M +$284K +7,056 +4%
CCM
23
Canal Capital Management
Virginia
$7.11M -$255K -6,340 -3%
IG
24
ING Group
Netherlands
$6.98M +$7.57M +188,049 New
Invesco
25
Invesco
Georgia
$6.63M -$1.85K -46 -0%

FSK Hedge Fund Activity: Q3 2015 in Review

143 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FS KKR Capital (FSK) for Q3 2015, worth a combined $609M — down 1% from $615M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FSK positions and 9 closed out — a net gain of 15 holders — while 57 added to existing stakes and 41 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $16.7M. The largest seller was ClearBridge Investments, cutting an estimated $6.24M.

  • 143 institutional investors held FS KKR Capital (FSK) as of Q3 2015, up from 129 in Q2 2015.
  • Funds reported $609M of FS KKR Capital stock for Q3 2015, down 1% quarter-over-quarter.
  • 24 funds opened new FS KKR Capital positions in Q3 2015 and 9 closed out, a net change of +15 holders.
  • The largest FS KKR Capital buyer in Q3 2015 was Cambridge Investment Research Advisors, an estimated $16.7M added.
  • The largest FS KKR Capital seller in Q3 2015 was ClearBridge Investments, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2015.