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KW

Kennedy-Wilson Holdings

Delisted

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

202 hedge funds and large institutions have $1.52B invested in Kennedy-Wilson Holdings in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $142K | Put options by funds: $88K

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.05% less ownership

Funds ownership: 88.17%88.12% (-0.05%)

1% less funds holding

Funds holding: 204202 (-2)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

23% less capital invested

Capital invested by funds: $1.97B → $1.52B (-$447M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
31
Increased
63
Reduced
78
Closed
30
Calls
$142K
Puts
$88K
Net Calls
+$54K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
201
TFO Wealth Partners
Ohio
$25
Boston Partners
202
Boston Partners
Massachusetts
-$16.8M -1,159,471 Closed
Schroder Investment Management Group
203
Schroder Investment Management Group
United Kingdom
-$9.82M -666,032 Closed
CM
204
Cercano Management
Washington
-$3.3M -224,114 Closed
HF
205
HRT Financial
New York
-$2.29M -155,130 Closed
ERSOT
206
Employees Retirement System of Texas
Texas
-$1.4M -95,000 Closed
Stifel Financial
207
Stifel Financial
Missouri
-$1.17M -79,380 Closed
CM
208
Capula Management
Cayman Islands
-$900K -61,080 Closed
RJA
209
Raymond James & Associates
Florida
-$791K -53,697 Closed
Franklin Resources
210
Franklin Resources
California
-$783K -53,117 Closed
Natixis Advisors
211
Natixis Advisors
Massachusetts
-$464K -31,497 Closed
NICM
212
Neo Ivy Capital Management
New York
-$269K -18,240 Closed
OQS
213
Occudo Quantitative Strategies
Florida
-$264K -17,926 Closed
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
-$249K -16,921 Closed
SCA
215
Snowden Capital Advisors
New York
-$247K -16,739 Closed
BCM
216
Bayesian Capital Management
New York
-$242K -16,441 Closed
Bessemer Group
217
Bessemer Group
New Jersey
-$236K -15,991 Closed
CAM
218
Cresset Asset Management
Illinois
-$203K -13,585 Closed
SW
219
SteelPeak Wealth
California
-$202K -13,453 Closed
PCS
220
Personal CFO Solutions
New Jersey
-$165K -11,176 Closed
CIA
221
Choate Investment Advisors
Massachusetts
-$164K -11,125 Closed
EI
222
Ethic Inc
New York
-$158K -10,703 Closed
SIG
223
Stonegate Investment Group
Alabama
-$157K -10,620 Closed
Point72 Asset Management
224
Point72 Asset Management
Connecticut
-$60K -4,073 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
-$13.9K -1,106 Closed

KW Hedge Fund Activity: Q4 2023 in Review

202 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Kennedy-Wilson Holdings (KW) for Q4 2023, worth a combined $1.52B — down 23% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KW positions and 30 closed out — a net gain of 1 holder — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.5M. The largest seller was Copeland Capital Management, cutting an estimated $36.2M.

  • 202 institutional investors held Kennedy-Wilson Holdings (KW) as of Q4 2023, down from 204 in Q3 2023.
  • Funds reported $1.52B of Kennedy-Wilson Holdings stock for Q4 2023, down 23% quarter-over-quarter.
  • 31 funds opened new Kennedy-Wilson Holdings positions in Q4 2023 and 30 closed out, a net change of +1 holder.
  • The largest Kennedy-Wilson Holdings buyer in Q4 2023 was Balyasny Asset Management, an estimated $19.5M added.
  • The largest Kennedy-Wilson Holdings seller in Q4 2023 was Copeland Capital Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2023.