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KW

Kennedy-Wilson Holdings

Delisted

KW was delisted on the 15th of June, 2026.

218 hedge funds and large institutions have $1.06B invested in Kennedy-Wilson Holdings in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

602% more call options, than puts

Call options by funds: $316K | Put options by funds: $45K

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

8% more funds holding

Funds holding: 202218 (+16)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 88.12%88.01% (-0.12%)

31% less capital invested

Capital invested by funds: $1.52B → $1.06B (-$467M)

Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
74
Reduced
67
Closed
31
Calls
$316K
Puts
$45K
Net Calls
+$271K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$22K +$17.5K +1,776 +217%
NS
177
NBC Securities
Alabama
$21K -$5.83K -592 -20%
TRCT
178
Tower Research Capital (TRC)
New York
$17.1K -$420K -42,716 -96%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$19.4K +1,974 New
LC
180
Lindbrook Capital
California
$15.8K +$16.3K +1,655 +904%
US Bancorp
181
US Bancorp
Minnesota
$14.4K +$10.8K +1,095 +187%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$12.8K +$482 +49 +4%
Osaic Holdings
183
Osaic Holdings
Arizona
$11.2K -$31K -3,155 -71%
EWA
184
EverSource Wealth Advisors
Alabama
$11.2K +$8.64K +878 +208%
SPIA
185
Steward Partners Investment Advisory
New York
$9.69K +$216 +22 +2%
CA
186
Centerpoint Advisors
Massachusetts
$9K
Nomura Asset Management
187
Nomura Asset Management
Japan
$7.72K
GI
188
GAMMA Investing
California
$7.59K +$7.96K +809 +1,064%
DF
189
DecisionPoint Financial
Arizona
$6.8K +$7.87K +800 New
SWA
190
SOA Wealth Advisors
New York
$6.64K
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$4.93K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$4.75K -$157 -16 -3%
AWM
193
Avior Wealth Management
Nebraska
$4.5K +$5.17K +525 New
BIA
194
Bell Investment Advisors
California
$4.33K
AF
195
Allworth Financial
California
$4.13K +$4.06K +413 +607%
PWMG
196
Prestige Wealth Management Group
New Jersey
$4.03K +$4.5K +457 New
PWMG
197
Private Wealth Management Group
New Jersey
$2.5K +$2.86K +291 New
WIM
198
Westside Investment Management
California
$2.43K
T
199
Tidemark
California
$2.05K
C
200
Covestor
United Kingdom
$2K -$30 -3 -1%

KW Hedge Fund Activity: Q1 2024 in Review

218 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Kennedy-Wilson Holdings (KW) for Q1 2024, worth a combined $1.06B — down 31% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KW positions and 31 closed out — a net gain of 17 holders — while 74 added to existing stakes and 67 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $24M. The largest seller was Invesco, cutting an estimated $31M.

  • 218 institutional investors held Kennedy-Wilson Holdings (KW) as of Q1 2024, up from 202 in Q4 2023.
  • Funds reported $1.06B of Kennedy-Wilson Holdings stock for Q1 2024, down 31% quarter-over-quarter.
  • 48 funds opened new Kennedy-Wilson Holdings positions in Q1 2024 and 31 closed out, a net change of +17 holders.
  • The largest Kennedy-Wilson Holdings buyer in Q1 2024 was Rockefeller Capital Management, an estimated $24M added.
  • The largest Kennedy-Wilson Holdings seller in Q1 2024 was Invesco, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2024.