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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 %
BIA
176
Bell Investment Advisors
California
$6.24K +$5.82K +470 +1,382%
EWA
177
EverSource Wealth Advisors
Alabama
$5.22K -$668 -54 -11%
HNB
178
Huntington National Bank
Ohio
$5.2K +$4.26K +344 +453%
WIM
179
Westside Investment Management
California
$3.5K – – –
C
180
Covestor
United Kingdom
$3K +$692 +51 +30%
T
181
Tidemark
California
$2.96K +$2.96K +239 New
LFA
182
LGT Financial Advisors
Texas
$2.56K +$2.56K +207 New
LC
183
Lindbrook Capital
California
$2.27K -$4.54K -367 -67%
PA
184
Parallel Advisors
California
$1.76K +$1.45K +117 +468%
AF
185
Allworth Financial
California
$842 +$508 +41 +152%
GI
186
GAMMA Investing
California
$794 +$794 +76 New
JWA
187
JFS Wealth Advisors
Pennsylvania
$719 +$186 +15 +35%
PTC
188
Private Trust Company
Ohio
$631 – – –
CTC
189
Central Trust Company
Missouri
$545 – – –
FHA
190
First Horizon Advisors
Tennessee
$483 -$20.3K -1,636 -98%
FFA
191
Farther Finance Advisors
California
$470 +$470 +38 New
OA
192
Operose Advisors
Wisconsin
$458 – – –
GWS
193
Glassman Wealth Services
Virginia
$359 -$87 -7 -19%
FG
194
Fairman Group
Pennsylvania
$303 +$303 +24 New
SIC
195
SJS Investment Consulting
Ohio
$298 -$62 -5 -17%
AF
196
Advisornet Financial
Minnesota
$297 -$87 -7 -23%
VCM
197
Versant Capital Management
Arizona
$198 -$1.66K -134 -89%
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$186 +$186 +15 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$174 -$22.7K -1,827 -99%
EAM
200
Erste Asset Management
Austria
$50 – – –
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