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KKR & Co
KKR

Overview Fund Activity

366 hedge funds and large institutions have $7.63B invested in KKR & Co in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.17%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
74
Increased
116
Reduced
102
Closed
72
Calls
$224M
Puts
$51.8M
Net Calls
+$172M
Net Calls Change
-$91.3M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$549M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M
3
VVP
3
Vulcan Value Partners
Alabama
$576M
4
MC
4
Maverick Capital
Texas
$83.6M
5
ACM
5
AKRE Capital Management
Virginia
$248M

Top Sellers

1
N
1
Natixis
France
$270K
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$361M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Hollencrest Capital Management
California
$360K – – –
SPIA
227
Steward Partners Investment Advisory
New York
$359K -$21.7K -1,105 -6%
EGA
228
E&G Advisors
Texas
$353K -$49K -2,500 -12%
AAM
229
AR Asset Management
California
$353K – – –
US Bancorp
230
US Bancorp
Minnesota
$352K -$4.23K -215 -1%
IAA
231
Independent Advisor Alliance
North Carolina
$352K +$6.21K +316 +2%
BBHC
232
Brown Brothers Harriman & Co
New York
$350K – – –
UC
233
Unio Capital
New Jersey
$348K +$348K +17,735 New
SFFS
234
Stonehage Fleming Financial Services
Jersey
$347K +$31.9K +1,625 +10%
FSA
235
Franklin Street Advisors
North Carolina
$341K – – –
SWM
236
Segment Wealth Management
Texas
$339K – – –
Jane Street
237
Jane Street
New York
$338K +$338K +17,231 New
LIA
238
LS Investment Advisors
Michigan
$335K – – –
DI
239
Diligent Investors
California
$328K -$17.5K -892 -5%
AIM
240
Axiom Investment Management
New York
$326K +$326K +16,619 New
AAM
241
American Asset Management
Florida
$323K – – –
LW
242
Linscomb Wealth
Texas
$318K – – –
LWS
243
Lucia Wealth Services
California
$314K +$314K +16,001 New
DT
244
Diversified Trust
Tennessee
$312K +$111K +5,651 +55%
CB
245
Chemical Bank
Michigan
$310K – – –
DTL
246
Dynamic Technology Lab
Singapore
$310K +$310K +15,800 New
BAS
247
Brown Advisory Securities
Maryland
$309K +$45.1K +2,280 +17%
ANI
248
American National Insurance
Texas
$308K – – –
AWA
249
Arete Wealth Advisors
Illinois
$308K +$94.9K +4,839 +45%
BF
250
BOK Financial
Oklahoma
$305K +$43.2K +2,200 +16%
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10
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