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Kennedy-Wilson Holdings
KW

Overview Fund Activity

204 hedge funds and large institutions have $1.97B invested in Kennedy-Wilson Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
26
Increased
76
Reduced
68
Closed
20
Calls
$466K
Puts
$265K
Net Calls
+$201K
Net Calls Change
-$401K

Top Buyers

1
QP
1
Quilter Plc
United Kingdom
$162M
2
CCM
2
Cinctive Capital Management
New York
$6.61M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
UBS Group
4
UBS Group
Switzerland
$3.49M
5
State Street
5
State Street
Massachusetts
$111M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$303M
3
Goldman Sachs
3
Goldman Sachs
New York
$27.1M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
176
Annis Gardner Whiting Capital Advisors
Florida
$9.96K +$9.96K +665 New
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$8.48K +$7.37K +500 +667%
LC
178
Lindbrook Capital
California
$8.11K +$6.94K +471 +596%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$8K +$352 +25 +5%
GCM
180
Gladius Capital Management
Illinois
$7.8K +$7.8K +529 New
EWA
181
EverSource Wealth Advisors
Alabama
$7.02K -$147 -10 -2%
AAP
182
Arax Advisory Partners
Colorado
$5.17K +$30 +2 +0.6%
WIM
183
Westside Investment Management
California
$4.17K – – –
C
184
Covestor
United Kingdom
$3K +$18 +1 +0.6%
VCM
185
Versant Capital Management
Arizona
$2.21K – – –
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$1.53K +$177 +12 +13%
HNB
187
Huntington National Bank
Ohio
$1.12K -$251 -17 -18%
CAM
188
ClariVest Asset Management
California
$1K -$1.81K -76 -64%
SFG
189
Steward Financial Group
Texas
$1K +$1K +81 New
PTC
190
Private Trust Company
Ohio
$752 – – –
CTC
191
Central Trust Company
Missouri
$649 – – –
JWA
192
JFS Wealth Advisors
Pennsylvania
$634 -$487 -33 -43%
AP
193
Arlington Partners
Alabama
$590 – – –
AT
194
Arlington Trust
Alabama
$590 +$590 +40 New
OA
195
Operose Advisors
Wisconsin
$545 – – –
GWS
196
Glassman Wealth Services
Virginia
$531 – – –
BIA
197
Bell Investment Advisors
California
$502 -$960 -65 -66%
AF
198
Advisornet Financial
Minnesota
$457 +$44 +3 +11%
SIC
199
SJS Investment Consulting
Ohio
$428 +$148 +10 +53%
AF
200
Allworth Financial
California
$398 +$398 +27 New
5 6 7
8
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