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Kennedy-Wilson Holdings
KW

Overview Fund Activity

199 hedge funds and large institutions have $2.15B invested in Kennedy-Wilson Holdings in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-12
Holders Change %
-5.69%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
21
Increased
59
Reduced
81
Closed
33
Calls
$1.15M
Puts
$551K
Net Calls
+$602K
Net Calls Change
+$2.95M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$106M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.1M
3
PAIM
Punch & Associates Investment Management
Minnesota
$9.31M
4
BIC
Beach Investment Counsel
Pennsylvania
$24M
5
RA
Royce & Associates
New York
$98.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$301M
2
Principal Financial Group
Principal Financial Group
Iowa
$11.3M
3
TCM
TimesSquare Capital Management
New York
$8.44M
4
BlackRock
BlackRock
New York
$343M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
176
Westside Investment Management
California
$4.62K – – –
CPG
177
Cornerstone Planning Group
New Jersey
$3.27K +$3.27K +200 New
C
178
Covestor
United Kingdom
$3K – – –
VCM
179
Versant Capital Management
Arizona
$2.45K +$2.19K +134 +838%
GRP
180
Global Retirement Partners
California
$2.4K – – –
CAM
181
ClariVest Asset Management
California
$2K -$653K -38,515 -100%
BIA
182
Bell Investment Advisors
California
$1.62K -$1.98K -121 -55%
HNB
183
Huntington National Bank
Ohio
$1.52K +$1.5K +92 +9,200%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$1.5K +$555 +34 +59%
LC
185
Lindbrook Capital
California
$1.29K -$5.55K -340 -81%
JWA
186
JFS Wealth Advisors
Pennsylvania
$1.24K +$114 +7 +10%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1.23K +$1.23K +75 New
PTC
188
Private Trust Company
Ohio
$833 – – –
CTC
189
Central Trust Company
Missouri
$719 – – –
AP
190
Arlington Partners
Alabama
$653 – – –
OA
191
Operose Advisors
Wisconsin
$604 – – –
GWS
192
Glassman Wealth Services
Virginia
$588 – – –
AF
193
Advisornet Financial
Minnesota
$457 – – –
DI
194
Disciplined Investments
Oklahoma
$441 – – –
BAAM
195
Baker Avenue Asset Management
California
$392 -$425 -26 -52%
SIC
196
SJS Investment Consulting
Ohio
$311 -$246 -15 -44%
PA
197
Parallel Advisors
California
$310 -$3.35K -205 -92%
EAM
198
Erste Asset Management
Austria
$65 – – –
TWP
199
TFO Wealth Partners
Ohio
$33 – – –
Millennium Management
200
Millennium Management
New York
– -$7.49M -451,454 Closed
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8
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