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TKO Group
TKO

339 hedge funds and large institutions have $6.69B invested in TKO Group in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 41

66% more call options, than puts

Call options by funds: $200M | Put options by funds: $120M

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

12% more capital invested

Capital invested by funds: $5.96B → $6.69B (+$731M)

11% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 102

8% more funds holding

Funds holding: 313 → 339 (+26)

5.02% more ownership

Funds ownership: 89.03% → 94.05% (+5%)

Holders
339
Holders Change
+26
Holders Change %
+8.31%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
70
Increased
113
Reduced
102
Closed
41
Calls
$200M
Puts
$120M
Net Calls
+$79.6M
Net Calls Change
+$68.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M
2
IFP
Independent Franchise Partners
United Kingdom
+$163M
3
HCM
HMI Capital Management
California
+$100M
4
XL
XN LP
New York
+$82.9M
5
DPCM
Darlington Partners Capital Management
California
+$71.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$554M
2
Invesco
Invesco
Georgia
-$70.1M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$66.2M
4
AG
Avala Global
New York
-$56.7M
5
MDSL
M.D. Sass LLC
New York
-$47.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
301
First Horizon Advisors
Tennessee
$4.06K +$3.91K +47 New
FFA
302
Farther Finance Advisors
California
$3.62K +$2.58K +31 +282%
TCOV
303
Trust Company of Vermont
Vermont
$3.46K – – –
PTC
304
Private Trust Company
Ohio
$3.02K +$1.25K +15 +75%
MG
305
Mather Group
Illinois
$2.61K +$2.66K +32 New
CPG
306
Custom Portfolio Group
Colorado
$2.59K – – –
WT
307
Whittier Trust
California
$2.59K – – –
HGERS
308
Householder Group Estate & Retirement Specialist
Arizona
$2.26K – – –
HI
309
Hoey Investments
Pennsylvania
$2.25K – – –
GRP
310
Global Retirement Partners
California
$2.16K -$128K -1,538 -98%
CSC
311
Caldwell Sutter Capital
California
$2.16K – – –
JWA
312
JFS Wealth Advisors
Pennsylvania
$2.07K – – –
CPG
313
Cornerstone Planning Group
New Jersey
$1.77K -$666 -8 -31%
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.73K – – –
WB
315
Webster Bank
Connecticut
$1.73K +$1.67K +20 New
UB
316
UMB Bank
Missouri
$1.47K +$1.42K +17 New
A
317
AlphaQuest
New York
$1.38K +$1.33K +16 New
OWA
318
Opal Wealth Advisors
New York
$1.3K +$1.25K +15 New
PWMG
319
Private Wealth Management Group
New Jersey
$1.04K – – –
CA
320
CoreCap Advisors
Michigan
$864 +$832 +10 New
SIC
321
SJS Investment Consulting
Ohio
$693 – – –
CJ
322
Caitlin John
Michigan
$691 – – –
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$691 +$333 +4 +100%
SAM
324
Smartleaf Asset Management
Massachusetts
$691 +$666 +8 New
LC
325
Lindbrook Capital
California
$518 – – –
11 12
13
14 15

TKO Hedge Fund Activity: Q1 2024 in Review

339 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TKO Group (TKO) for Q1 2024, worth a combined $6.69B — up 12% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TKO positions and 41 closed out — a net gain of 29 holders — while 113 added to existing stakes and 102 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $554M.

  • 339 institutional investors held TKO Group (TKO) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $6.69B of TKO Group stock for Q1 2024, up 12% quarter-over-quarter.
  • 70 funds opened new TKO Group positions in Q1 2024 and 41 closed out, a net change of +29 holders.
  • The largest TKO Group buyer in Q1 2024 was Fidelity Investments, an estimated $175M added.
  • The largest TKO Group seller in Q1 2024 was Morgan Stanley, an estimated $554M sold.

Based on aggregated 13F filings for Q1 2024.