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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 %
BlackRock
1
BlackRock
New York
$272M +$17.3M +1,399,502 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$224M -$2.23M -180,463 -1%
FFH
3
Fairfax Financial Holdings
Ontario, Canada
$165M – – –
State Street
4
State Street
Massachusetts
$97.4M +$3.74M +296,770 +4%
RA
5
Royce & Associates
New York
$84.5M +$8.48M +685,301 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$84.3M -$1.28M -103,433 -1%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$56.2M +$5.22M +421,365 +10%
EP
8
Elkhorn Partners
Nebraska
$52.2M +$625K +50,500 +1%
Invesco
9
Invesco
Georgia
$47.6M +$18.1M +1,463,335 +62%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.2M +$1.38M +111,175 +4%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$25.3M +$19.3M +1,555,882 +318%
Morgan Stanley
12
Morgan Stanley
New York
$24.7M +$13.4M +1,086,365 +119%
Goldman Sachs
13
Goldman Sachs
New York
$20.6M -$2.11M -170,546 -9%
Charles Schwab
14
Charles Schwab
California
$19.9M +$879K +70,978 +5%
Northern Trust
15
Northern Trust
Illinois
$17.1M -$2.52M -203,893 -13%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$15.1M -$3.91M -312,114 -21%
RPA
17
Rock Point Advisors
Vermont
$14.8M -$439K -35,458 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.7M -$2.02M -162,780 -13%
CS
19
Central Securities
New York
$13M +$619K +50,000 +5%
BIC
20
Beach Investment Counsel
Pennsylvania
$11.2M -$7.18M -579,954 -39%
Legal & General Group
21
Legal & General Group
United Kingdom
$10.6M -$287K -23,185 -3%
UBS AM
22
UBS AM
Illinois
$10.2M +$2.07M +167,468 +25%
American Century Companies
23
American Century Companies
Missouri
$9.93M -$1.79M -144,326 -15%
PAIM
24
Punch & Associates Investment Management
Minnesota
$9.33M +$1.75M +141,023 +23%
ProShare Advisors
25
ProShare Advisors
Maryland
$8.2M +$1.81M +146,367 +28%
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