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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
VCM
326
Versant Capital Management
Arizona
$518 – – –
DPW
327
DiNuzzo Private Wealth
Pennsylvania
$433 – – –
RG
328
Retirement Group
California
$432 -$83 -1 -17%
SFA
329
Semmax Financial Advisors
North Carolina
$211 – – –
BTI
330
Blue Trust Inc
Georgia
$173 -$35.9K -431 -100%
PFBT
331
Parkside Financial Bank & Trust
Missouri
$173 – – –
FGAM
332
Financial Gravity Asset Management
Texas
$147 +$166 +2 New
FIA
333
FNY Investment Advisers
New York
$129 – – –
EWP
334
Elevation Wealth Partners
California
$87 +$83 +1 New
TFM
335
TFC Financial Management
Massachusetts
$87 +$83 +1 New
TWP
336
TFO Wealth Partners
Ohio
$86 – – –
TAM
337
Tucker Asset Management
Colorado
$86 – – –
TCM
338
TD Capital Management
Tennessee
$9 – – –
AG
339
Avala Global
New York
– -$56.7M -695,401 Closed
MDSL
340
M.D. Sass LLC
New York
– -$47.9M -587,178 Closed
DCP
341
D1 Capital Partners
New York
– -$42.7M -523,587 Closed
JAM
342
Jupiter Asset Management
United Kingdom
– -$30.4M -372,929 Closed
DFO
343
Duquesne Family Office
New York
– -$26.7M -326,735 Closed
Aberdeen Group
344
Aberdeen Group
United Kingdom
– -$11.8M -145,137 Closed
LP
345
LMR Partners
United Kingdom
– -$4.89M -58,765 Closed
State Board of Administration of Florida Retirement System
346
State Board of Administration of Florida Retirement System
Florida
– -$3.9M -47,822 Closed
FTB
347
First Trust Bank
Bahamas
– -$3.03M -37,194 Closed
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
– -$2.96M -35,550 Closed
AO
349
Advisor OS
Illinois
– -$2.41M -29,490 Closed
Connor, Clark & Lunn Investment Management (CC&L)
350
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.33M -28,575 Closed
12 13
14
15 16

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.