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KKR & Co
KKR

Overview Fund Activity

292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$389M
2
ACM
AKRE Capital Management
Virginia
+$129M
3
IAM
Iridian Asset Management
Connecticut
+$65.1M
4
PI
Putnam Investments
Massachusetts
+$42M
5
Goldman Sachs
Goldman Sachs
New York
+$38.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$267M
2
UBS Group
UBS Group
Switzerland
-$139M
3
CS
Credit Suisse
Switzerland
-$117M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$114M
5
Bank of America
Bank of America
North Carolina
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
226
KHP Capital
Oklahoma
$245K – – –
DADC
227
D.A. Davidson & Co
Montana
$233K -$137K -5,526 -37%
APA
228
American Portfolios Advisors
New York
$230K +$422 +17 +0.2%
RFC
229
Regions Financial Corp
Alabama
$224K -$78.6K -3,159 -26%
MSAM
230
Moloney Securities Asset Management
Missouri
$213K +$213K +8,577 New
M&T Bank
231
M&T Bank
New York
$211K -$104K -4,190 -33%
PCM
232
Poehling Capital Management
Wisconsin
$209K +$18.6K +750 +10%
CAN
233
Cetera Advisor Networks
California
$209K +$209K +8,454 New
FAT
234
First American Trust
California
$205K – – –
MWM
235
Meridian Wealth Management
Kentucky
$205K +$205K +8,260 New
AIM
236
Anchor Investment Management
South Carolina
$203K +$75 +3 +0%
SAS
237
Stelac Advisory Services
New York
$178K +$22.1K +890 +14%
PH
238
Pinnacle Holdings
Oklahoma
$170K – – –
BWP
239
Baldwin Wealth Partners
Massachusetts
$149K – – –
Lazard Asset Management
240
Lazard Asset Management
New York
$149K – – –
DSC
241
Duncker Streett & Co
Missouri
$146K -$17.4K -700 -11%
TSW
242
Thompson Siegel & Walmsley
Virginia
$137K +$137K +5,530 New
RA
243
Rational Advisors
New York
$121K -$1.38M -55,706 -92%
HNB
244
Huntington National Bank
Ohio
$121K -$284K -11,400 -70%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$119K – – –
GRP
246
Global Retirement Partners
California
$110K +$4.04K +162 +4%
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106K -$31.7M -1,270,015 -100%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K -$96.2K -3,872 -48%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$102K +$102K +4,100 New
CF
250
Centaurus Financial
California
$89K +$89K +3,585 New
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