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KKR & Co
KKR

Overview Fund Activity

333 hedge funds and large institutions have $6.98B invested in KKR & Co in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.56%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
54
Increased
106
Reduced
101
Closed
34
Calls
$79.7M
Puts
$27.9M
Net Calls
+$51.8M
Net Calls Change
+$7.02M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$159M
2
UBS Group
UBS Group
Switzerland
$221M
3
Citigroup
Citigroup
New York
$203M
4
Bank of America
Bank of America
North Carolina
$311M
5
Morgan Stanley
Morgan Stanley
New York
$535M

Top Sellers

1
LA
Lexington Advisors
New York
$27.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
$68M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$94.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$67.2M
5
AIM
Artemis Investment Management
United Kingdom
$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
226
Neuberger Berman Group
New York
$383K -$262K -12,455 -41%
GAM
227
Guinness Asset Management
United Kingdom
$383K +$75.8K +3,600 +25%
AAM
228
AR Asset Management
California
$379K – – –
LIA
229
LS Investment Advisors
Michigan
$379K – – –
US Bancorp
230
US Bancorp
Minnesota
$367K – – –
FSA
231
Franklin Street Advisors
North Carolina
$366K – – –
SWM
232
Segment Wealth Management
Texas
$363K -$10.6K -505 -3%
BIAS
233
Beacon Investment Advisory Services
New Jersey
$358K – – –
FDS
234
First Dallas Securities
Texas
$353K +$42.1K +2,000 +14%
MWP
235
MYCIO Wealth Partners
Pennsylvania
$347K +$21.1K +1,000 +6%
HCM
236
Hilton Capital Management
New York
$344K – – –
MML Investors Services
237
MML Investors Services
Massachusetts
$339K -$14.8K -705 -4%
LW
238
Linscomb Wealth
Texas
$339K -$3.1K -147 -0.9%
BCM
239
Bluefin Capital Management
New York
$335K +$335K +15,900 New
CCM
240
Compton Capital Management
Rhode Island
$325K +$4.21K +200 +1%
DADC
241
D.A. Davidson & Co
Montana
$314K -$17.9K -850 -5%
LSAG
242
Lake Street Advisors Group
New Hampshire
$310K +$310K +14,703 New
ACH
243
ArrowMark Colorado Holdings
Colorado
$302K – – –
SB
244
Suntrust Banks
Georgia
$298K +$298K +14,181 New
BF
245
BOK Financial
Oklahoma
$293K – – –
RG
246
Rathbones Group
United Kingdom
$290K – – –
AAM
247
American Asset Management
Florida
$290K +$290K +13,748 New
RIM
248
Regent Investment Management
Kentucky
$284K +$42.1K +2,000 +17%
CAN
249
Cetera Advisor Networks
California
$282K -$14.1K -671 -5%
FCCM
250
First City Capital Management
Georgia
$280K +$21 +1 +0%
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