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Kennedy-Wilson Holdings
KW

Overview Fund Activity

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
Holders
202
Holders Change
-2
Holders Change %
-0.98%
% of All Funds
2.96%
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

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.3M
2
Invesco
Invesco
Georgia
+$18.1M
3
BlackRock
BlackRock
New York
+$17.3M
4
Morgan Stanley
Morgan Stanley
New York
+$13.4M
5
RA
Royce & Associates
New York
+$8.48M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
-$35.8M
2
Boston Partners
Boston Partners
Massachusetts
-$16.8M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.82M
4
BIC
Beach Investment Counsel
Pennsylvania
-$7.18M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
151
Point72 Hong Kong
Hong Kong
$58K +$58K +4,681 New
Osaic Holdings
152
Osaic Holdings
Arizona
$55.2K -$336K -27,173 -86%
S
153
SignatureFD
Georgia
$50.8K -$16.9K -1,364 -25%
KBC Group
154
KBC Group
Belgium
$40K – – –
NS
155
NBC Securities
Alabama
$36K -$6.63K -549 -16%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$34.9K -$15.9K -1,283 -31%
Simplex Trading
157
Simplex Trading
Illinois
$34K +$34K +2,811 New
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.9K +$2.97K +240 +10%
HDIM
159
Hanson & Doremus Investment Management
Vermont
$31K +$31K +2,500 New
QCG
160
Quadrant Capital Group
Ohio
$27.4K +$15.6K +1,259 +132%
GCM
161
Gladius Capital Management
Illinois
$27.1K +$20.5K +1,656 +313%
ASN
162
Advisory Services Network
Georgia
$23.8K +$23.8K +1,920 New
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$17.3K -$39.8K -3,216 -70%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$17K -$49.7K -4,018 -75%
SPIA
165
Steward Partners Investment Advisory
New York
$13.7K +$235 +19 +2%
PMEF
166
Point72 Middle East FZE
United Arab Emirates
$12.9K +$12.9K +1,045 New
CCM
167
Copeland Capital Management
Pennsylvania
$12.9K -$35.8M -2,887,735 -100%
SWM
168
Spire Wealth Management
Virginia
$12.9K +$5.26K +470 +69%
CA
169
Centerpoint Advisors
Massachusetts
$12K -$9.43K -786 -44%
Nomura Asset Management
170
Nomura Asset Management
Japan
$11.1K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$10K +$3.06K +250 +44%
SWA
172
SOA Wealth Advisors
New York
$9.58K – – –
US Bancorp
173
US Bancorp
Minnesota
$7.24K -$17.9K -1,446 -71%
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$7.12K – – –
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$7.06K -$13.7K -1,104 -66%
5 6
7
8 9