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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$328K -$74.1K -3,650 -18%
LW
227
Linscomb Wealth
Texas
$327K +$932 +46 +0.3%
BCA
228
Bray Capital Advisors
Florida
$326K +$326K +16,060 New
BIAS
229
Beacon Investment Advisory Services
New Jersey
$324K -$20.3K -1,000 -6%
SB
230
Suntrust Banks
Georgia
$321K +$33.7K +1,663 +12%
CG
231
Clinton Group
New York
$320K +$320K +15,746 New
WSTAM
232
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$59.4K +2,925 +23%
AWM
233
Aries Wealth Management
Maine
$316K +$316K +15,460 New
S
234
SignatureFD
Georgia
$305K +$305K +15,000 New
DADC
235
D.A. Davidson & Co
Montana
$302K -$507 -25 -0.2%
AAM
236
American Asset Management
Florida
$301K +$22.3K +1,100 +8%
TH
237
Timber Hill
Connecticut
$292K -$709K -34,973 -71%
ACH
238
ArrowMark Colorado Holdings
Colorado
$291K – – –
ID
239
Integral Derivatives
New York
$279K +$279K +13,753 New
BF
240
BOK Financial
Oklahoma
$271K -$12.2K -600 -4%
MWP
241
MYCIO Wealth Partners
Pennsylvania
$270K -$65K -3,195 -19%
FCCM
242
First City Capital Management
Georgia
$270K +$20 +1 +0%
MML Investors Services
243
MML Investors Services
Massachusetts
$267K -$60.1K -2,962 -18%
KA
244
Kovack Advisors
Florida
$267K +$21.7K +1,070 +9%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$264K -$105K -5,156 -28%
M&T Bank
246
M&T Bank
New York
$258K -$9.51K -467 -4%
CCM
247
Compton Capital Management
Rhode Island
$257K -$56.9K -2,800 -18%
SAM
248
Silvercrest Asset Management
New York
$252K +$26.8K +1,320 +12%
RFC
249
Regions Financial Corp
Alabama
$247K +$5.81K +286 +2%
RIM
250
Regent Investment Management
Kentucky
$244K -$30.5K -1,500 -11%
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