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KKR & Co

293 hedge funds and large institutions have $3.76B invested in KKR & Co in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $29.9M

14% more capital invested

Capital invested by funds: $3.3B → $3.76B (+$459M)

4% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 95

0.76% more ownership

Funds ownership: 59.73%60.49% (+0.76%)

4% less funds holding

Funds holding: 304293 (-11)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
293
Holders Change
-11
Holders Change %
-3.62%
% of All Funds
7.82%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
20
Increased
99
Reduced
95
Closed
27
Calls
$76.3M
Puts
$29.9M
Net Calls
+$46.5M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$204K -$103K -7,250 -34%
BF
227
BOK Financial
Oklahoma
$203K +$7.09K +500 +4%
FCH
228
Freestone Capital Holdings
Washington
$198K -$14.2K -1,000 -7%
WP
229
WealthPLAN Partners
Nebraska
$198K -$207K -14,584 -51%
GAM
230
Guinness Asset Management
United Kingdom
$197K
DC
231
Davenport & Co
Virginia
$194K
Simplex Trading
232
Simplex Trading
Illinois
$191K +$168K +11,855 +752%
LWAC
233
Laurel Wealth Advisors (California)
California
$183K -$10.6K -750 -6%
Allianz Asset Management
234
Allianz Asset Management
Germany
$182K -$3.37M -237,300 -95%
DSC
235
Duncker Streett & Co
Missouri
$178K
Mariner
236
Mariner
Kansas
$164K +$164K +11,553 New
GJIC
237
Gamble Jones Investment Counsel
California
$152K -$82K -5,784 -35%
NFG
238
Next Financial Group
Texas
$152K +$23.8K +1,675 +19%
UR
239
USCA RIA
Texas
$151K
GCP
240
GSA Capital Partners
United Kingdom
$149K +$148K +10,419 New
KIA
241
KCM Investment Advisors
California
$148K +$147K +10,400 New
SAM
242
Strategy Asset Managers
California
$147K -$7.06K -498 -5%
APCM
243
Arbiter Partners Capital Management
New York
$143K
BFA
244
Beaumont Financial Advisors
Massachusetts
$143K
TWA
245
TCI Wealth Advisors
Arizona
$143K +$142K +10,000 New
QT
246
Quantbot Technologies
New York
$139K +$139K +9,786 New
PWM
247
Perigon Wealth Management
California
$138K -$250K -17,637 -64%
EWM
248
Edge Wealth Management
New York
$122K +$73.7K +5,200 +156%
AIM
249
Anchor Investment Management
South Carolina
$111K -$3.76K -265 -3%
PCM
250
Prelude Capital Management
New York
$103K +$40.1K +2,831 +64%

KKR Hedge Fund Activity: Q3 2016 in Review

293 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2016, worth a combined $3.76B — up 14% from $3.3B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KKR and 20 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 99 added.

The largest buyer was Bank of America, adding an estimated $91.6M. The largest seller was Findlay Park Partners, cutting an estimated $79.1M.

  • 293 institutional investors held KKR & Co (KKR) as of Q3 2016, down from 304 in Q2 2016.
  • Funds reported $3.76B of KKR & Co stock for Q3 2016, up 14% quarter-over-quarter.
  • 20 funds opened new KKR & Co positions in Q3 2016 and 27 closed out, a net change of -7 holders.
  • The largest KKR & Co buyer in Q3 2016 was Bank of America, an estimated $91.6M added.
  • The largest KKR & Co seller in Q3 2016 was Findlay Park Partners, an estimated $79.1M sold.

Based on aggregated 13F filings for Q3 2016.