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Kennedy-Wilson Holdings
KW

Overview Fund Activity

208 hedge funds and large institutions have $1.69B invested in Kennedy-Wilson Holdings in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
84
Reduced
67
Closed
26
Calls
$597K
Puts
$37K
Net Calls
+$560K
Net Calls Change
-$1.52M

Top Buyers

1
RA
Royce & Associates
New York
$102M
2
BIC
Beach Investment Counsel
Pennsylvania
$19.3M
3
Invesco
Invesco
Georgia
$44.3M
4
Man Group
Man Group
United Kingdom
$9.16M
5
BlackRock
BlackRock
New York
$187M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$13.1M
2
Principal Financial Group
Principal Financial Group
Iowa
$21.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$17M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.63M
5
ECM
Evergreen Capital Management
Washington
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$10.7K +$7.77K +494 +263%
CA
177
Crewe Advisors
Utah
$8.84K – – –
IA
178
IFP Advisors
Florida
$7K -$2.12K -89 -23%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +464 New
GCM
180
Gladius Capital Management
Illinois
$5.13K +$1.27K +81 +33%
LC
181
Lindbrook Capital
California
$4.92K +$2.69K +171 +120%
BIA
182
Bell Investment Advisors
California
$4.8K +$1.13K +72 +31%
AAP
183
Arax Advisory Partners
Colorado
$3.79K +$897 +57 +31%
GRP
184
Global Retirement Partners
California
$3.34K +$3.34K +212 New
CPG
185
Cornerstone Planning Group
New Jersey
$3.26K +$3.26K +200 New
MCM
186
Manchester Capital Management
Vermont
$2.99K -$724 -46 -19%
AF
187
Allworth Financial
California
$2.52K +$2.33K +148 +1,233%
C
188
Covestor
United Kingdom
$1K -$39.2K -3,252 -98%
PTC
189
Private Trust Company
Ohio
$1K – – –
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +58 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$771 +$724 +46 +1,533%
CTC
192
Central Trust Company
Missouri
$692 – – –
PA
193
Parallel Advisors
California
$629 +$346 +22 +122%
OA
194
Operose Advisors
Wisconsin
$582 +$582 +37 New
SIC
195
SJS Investment Consulting
Ohio
$472 +$142 +9 +43%
NA
196
NewEdge Advisors
Louisiana
$409 +$409 +26 New
AF
197
Advisornet Financial
Minnesota
$378 +$378 +24 New
BAAM
198
Baker Avenue Asset Management
California
$378 +$378 +24 New
SC
199
Schubert & Co
Texas
$346 – – –
DI
200
Disciplined Investments
Oklahoma
$315 +$158 +10 +100%
6 7
8
9 10