KW icon

Kennedy-Wilson Holdings
KW

Overview Fund Activity

218 hedge funds and large institutions have $1.06B invested in Kennedy-Wilson Holdings in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
48
Increased
74
Reduced
67
Closed
31
Calls
$316K
Puts
$45K
Net Calls
+$271K
Net Calls Change
+$217K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$20.9M
2
BlackRock
BlackRock
New York
+$6.65M
3
Millennium Management
Millennium Management
New York
+$6.35M
4
RGREA
Ranger Global Real Estate Advisors
Colorado
+$6M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$5.67M

Top Sellers

1
Invesco
Invesco
Georgia
-$27M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$14.8M
3
CS
Central Securities
New York
-$13M
4
State Street
State Street
Massachusetts
-$11.9M
5
Goldman Sachs
Goldman Sachs
New York
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$22K +$15.1K +1,776 +217%
NS
177
NBC Securities
Alabama
$21K -$5.2K -592 -20%
TRCT
178
Tower Research Capital (TRC)
New York
$17.1K -$367K -42,716 -96%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$16.9K +1,974 New
LC
180
Lindbrook Capital
California
$15.8K +$14.2K +1,655 +904%
US Bancorp
181
US Bancorp
Minnesota
$14.4K +$9.4K +1,095 +187%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$12.8K +$432 +49 +4%
Osaic Holdings
183
Osaic Holdings
Arizona
$11.2K -$27.1K -3,155 -71%
EWA
184
EverSource Wealth Advisors
Alabama
$11.2K +$7.54K +878 +208%
SPIA
185
Steward Partners Investment Advisory
New York
$9.69K +$189 +22 +2%
CA
186
Centerpoint Advisors
Massachusetts
$9K – – –
Nomura Asset Management
187
Nomura Asset Management
Japan
$7.72K – – –
GI
188
GAMMA Investing
California
$7.59K +$6.94K +809 +1,064%
DF
189
DecisionPoint Financial
Arizona
$6.8K +$6.8K +800 New
SWA
190
SOA Wealth Advisors
New York
$6.64K – – –
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$4.93K – – –
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$4.75K -$137 -16 -3%
AWM
193
Avior Wealth Management
Nebraska
$4.5K +$4.5K +525 New
BIA
194
Bell Investment Advisors
California
$4.33K – – –
AF
195
Allworth Financial
California
$4.13K +$3.54K +413 +607%
PWMG
196
Prestige Wealth Management Group
New Jersey
$4.03K +$4.03K +457 New
PWMG
197
Private Wealth Management Group
New Jersey
$2.5K +$2.5K +291 New
WIM
198
Westside Investment Management
California
$2.43K – – –
T
199
Tidemark
California
$2.05K – – –
C
200
Covestor
United Kingdom
$2K -$28 -3 -1%
6 7
8
9 10