We are live on ! Find out more
FSK icon

FS KKR Capital

208 hedge funds and large institutions have $547M invested in FS KKR Capital in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 216208 (-8)

10% less capital invested

Capital invested by funds: $609M → $547M (-$61.3M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

30% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 92

55% less call options, than puts

Call options by funds: $525K | Put options by funds: $1.17M

Holders
208
Holders Change
-8
Holders Change %
-3.7%
% of All Funds
4.77%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
26
Increased
64
Reduced
92
Closed
33
Calls
$525K
Puts
$1.17M
Net Calls
-$647K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$78M -$2.82M -94,920 -3%
LPL Financial
2
LPL Financial
California
$43.7M +$6.4M +215,189 +17%
MC
3
Muzinich & Co
New York
$40.8M -$6.76M -227,283 -14%
Ameriprise
4
Ameriprise
Minnesota
$26M +$7.77M +261,077 +39%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$22.6M +$1.79M +60,000 +8%
Millennium Management
6
Millennium Management
New York
$14.4M -$8.73M -293,248 -37%
UBS Group
7
UBS Group
Switzerland
$13.7M -$5.41M -181,948 -28%
AG
8
Advisor Group
Arizona
$13.6M +$38.6K +1,298 +0.3%
AM
9
Ares Management
California
$12.9M +$2.69M +90,454 +25%
VanEck Associates
10
VanEck Associates
New York
$11.3M -$1.33M -44,570 -10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.3M -$3.23M -108,579 -22%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$10.6M +$324K +10,886 +3%
CAN
13
Cetera Advisor Networks
California
$9.92M +$196K +6,588 +2%
BlackRock
14
BlackRock
New York
$9.82M -$1.53M -51,316 -13%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$9.3M +$600K +20,166 +7%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$9.12M -$1.45M -48,684 -13%
PAG
17
Private Advisor Group
New Jersey
$8.57M +$3.59M +120,764 +69%
RCM
18
Rivernorth Capital Management
Florida
$8.51M -$514K -17,257 -6%
Two Sigma Investments
19
Two Sigma Investments
New York
$7.94M -$3.36M -112,936 -29%
Legal & General Group
20
Legal & General Group
United Kingdom
$6.51M +$1M +33,625 +18%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$6.45M -$7.14M -240,000 -52%
AR
22
Advisory Research
Illinois
$6.34M -$1.41M -47,211 -18%
SMDAM
23
Sumitomo Mitsui DS Asset Management
Japan
$6M -$1.49M -50,002 -19%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$5.99M +$448K +15,049 +8%
GC
25
Guggenheim Capital
Illinois
$5.89M -$1.13M -38,012 -16%

FSK Hedge Fund Activity: Q1 2018 in Review

208 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FS KKR Capital (FSK) for Q1 2018, worth a combined $547M — down 10% from $609M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FSK and 26 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 64 added.

The largest buyer was Ameriprise, adding an estimated $7.77M. The largest seller was Millennium Management, cutting an estimated $8.73M.

  • 208 institutional investors held FS KKR Capital (FSK) as of Q1 2018, down from 216 in Q4 2017.
  • Funds reported $547M of FS KKR Capital stock for Q1 2018, down 10% quarter-over-quarter.
  • 26 funds opened new FS KKR Capital positions in Q1 2018 and 33 closed out, a net change of -7 holders.
  • The largest FS KKR Capital buyer in Q1 2018 was Ameriprise, an estimated $7.77M added.
  • The largest FS KKR Capital seller in Q1 2018 was Millennium Management, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2018.