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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
VanEck Associates
1
VanEck Associates
New York
$139M +$14.1M +673,420 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$95M +$1.91M +91,192 +2%
Morgan Stanley
3
Morgan Stanley
New York
$80.6M +$2.41M +115,057 +3%
LPL Financial
4
LPL Financial
California
$77.8M +$2.51M +119,593 +3%
UBS Group
5
UBS Group
Switzerland
$48.2M +$26M +1,241,228 +127%
Legal & General Group
6
Legal & General Group
United Kingdom
$45.6M -$3.04M -144,760 -6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$42.3M -$254K -12,094 -0.6%
LSV Asset Management
8
LSV Asset Management
Illinois
$41.1M -$424K -20,200 -1%
CWA
9
Cura Wealth Advisors
Illinois
$38.3M +$37M +1,765,237 New
AM
10
Ares Management
California
$34.8M
Wells Fargo
11
Wells Fargo
California
$31.1M -$546 -26 -0%
Ameriprise
12
Ameriprise
Minnesota
$30.8M +$2.24M +106,641 +8%
TCA
13
Transcend Capital Advisors
New Jersey
$29.9M +$2.7M +128,856 +10%
IFG
14
Independent Financial Group
California
$28.4M +$2.21M +105,486 +9%
SRC
15
Shufro Rose & Co
New York
$27.1M -$768K -36,617 -3%
KAS
16
Kestra Advisory Services
Texas
$26.9M +$3.08M +146,645 +13%
BlackRock
17
BlackRock
New York
$25.9M +$5.56M +265,043 +29%
Osaic Holdings
18
Osaic Holdings
Arizona
$23.5M +$183K +8,726 +0.8%
STAS
19
Strong Tower Advisory Services
Minnesota
$23.3M +$758K +36,127 +3%
SA
20
Sanctuary Advisors
Indiana
$21.4M -$704K -33,556 -3%
KKRC
21
Kohlberg Kravis Roberts & Co
New York
$21.3M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$20.1M -$94.1K -4,485 -0.5%
FA
23
Fountainhead AM
New Jersey
$19.3M +$1.82M +86,763 +11%
PAG
24
Private Advisor Group
New Jersey
$19.2M -$208K -9,923 -1%
GAM
25
Generali Asset Management
Italy
$17.6M +$17M +810,668 New

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.