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KKR & Co

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
226
Nissay Asset Management
Japan
$823K +$798K +35,029 New
Korea Investment Corp
227
Korea Investment Corp
South Korea
$810K +$786K +34,500 New
WBC
228
Westpac Banking Corp
Australia
$809K +$784K +34,421 New
ESBC
229
E.S. Barr & Co
Kentucky
$778K +$754K +33,100 New
FM
230
Foster & Motley
Ohio
$773K -$255K -11,188 -25%
WKWM
231
Walter & Keenan Wealth Management
Indiana
$763K
AG
232
Advisor Group
Arizona
$759K -$303K -13,300 -29%
MC
233
Moors & Cabot
Massachusetts
$756K -$68.7K -3,016 -9%
II
234
IFM Investors
Australia
$740K +$717K +31,502 New
5L
235
55I LLC
Massachusetts
$732K +$709K +31,144 New
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$729K +$707K +31,064 New
JIR
237
James Investment Research
Ohio
$702K +$681K +29,885 New
Lido Advisors
238
Lido Advisors
California
$699K +$55.5K +2,438 +9%
SB
239
Suntrust Banks
Georgia
$693K +$105K +4,599 +18%
BAM
240
Belpointe Asset Management
Nevada
$685K +$162K +7,132 +32%
Caisse de Depot et Placement du Quebec (CDPQ)
241
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$634K -$4.39M -193,000 -88%
MNBTD
242
Moody National Bank Trust Division
Texas
$633K -$12.5K -550 -2%
DWM
243
Dakota Wealth Management
Florida
$626K -$112K -4,918 -16%
LWS
244
Lucia Wealth Services
California
$622K +$239K +10,492 +66%
KeyBank National Association
245
KeyBank National Association
Ohio
$591K +$2.75K +121 +0.5%
BRWA
246
B. Riley Wealth Advisors
Florida
$591K +$26.7K +1,171 +5%
VFA
247
Voya Financial Advisors
Connecticut
$582K -$6.83K -300 -1%
SAM
248
Shell Asset Management
Netherlands
$579K +$561K +24,629 New
SWP
249
Stratos Wealth Partners
Ohio
$572K -$17.3K -759 -3%
GLLW
250
Graves Light Lenhart Wealth
Virginia
$564K

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.