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Kennedy-Wilson Holdings
KW

Overview Fund Activity

179 hedge funds and large institutions have $2.27B invested in Kennedy-Wilson Holdings in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
22
Increased
63
Reduced
62
Closed
20
Calls
$347K
Puts
$222K
Net Calls
+$125K
Net Calls Change
-$191K

Top Buyers

1
RA
Royce & Associates
New York
+$14.3M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$8.02M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$6.79M
4
BIC
Beach Investment Counsel
Pennsylvania
+$5.99M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12M
2
ZP
Zimmer Partners
New York
-$11M
3
Norges Bank
Norges Bank
Norway
-$10.7M
4
FMI
Fiduciary Management Inc
Wisconsin
-$9.04M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Allred Capital Management
Texas
$20.7K +$20.7K +1,022 New
CA
152
Centerpoint Advisors
Massachusetts
$20K – – –
SPIA
153
Steward Partners Investment Advisory
New York
$19.4K -$3.9K -193 -17%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$19K +$1.06K +53 +6%
SWA
155
SOA Wealth Advisors
New York
$15K – – –
BCA
156
Berman Capital Advisors
Georgia
$12K +$39 +2 +0.3%
RE
157
RBC Europe
United Kingdom
$10.1K – – –
Group One Trading
158
Group One Trading
Illinois
$10K -$4K -200 -29%
SWM
159
Spire Wealth Management
Virginia
$9K +$9K +433 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$6K +$3.83K +177 +177%
QCG
161
Quadrant Capital Group
Ohio
$5K +$562 +27 +13%
CFA
162
Carroll Financial Associates
North Carolina
$3K – – –
VFA
163
Valeo Financial Advisors
Indiana
$3K +$3K +129 New
NFG
164
Next Financial Group
Texas
$2K – – –
MWP
165
Meridian Wealth Partners
Pennsylvania
$2K +$2K +77 New
AIG
166
American International Group
New York
$1.42K +$4 +186 +0.3%
WT
167
Washington Trust
Rhode Island
$1K – – –
PA
168
Parallel Advisors
California
$1K +$1K +26 New
Bessemer Group
169
Bessemer Group
New Jersey
$1K +$1K +31 New
AIC
170
Ameritas Investment Company
Nebraska
$748 +$748 +37 New
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$101 -$25 -1,250 -20%
EAM
172
Erste Asset Management
Austria
$82 – – –
WIM
173
Westside Investment Management
California
$18 – – –
ZP
174
Zimmer Partners
New York
– -$11M -612,500 Closed
CCB
175
Cutter & Co Brokerage
Missouri
– -$3.42M -191,006 Closed
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