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KKR & Co
KKR

Overview Fund Activity

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
Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
9%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M

Top Buyers

1
First Manhattan
First Manhattan
New York
$132M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$113M
3
State Street
State Street
Massachusetts
$120M
4
BlackRock
BlackRock
New York
$340M
5
IAM
Iridian Asset Management
Connecticut
$89.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$372M
2
Goldman Sachs
Goldman Sachs
New York
$19.5M
3
Morgan Stanley
Morgan Stanley
New York
$79.8M
4
PI
Putnam Investments
Massachusetts
$198M
5
VVP
Vulcan Value Partners
Alabama
$659M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
226
Nissay Asset Management
Japan
$823K +$823K +35,029 New
Korea Investment Corp
227
Korea Investment Corp
South Korea
$810K +$810K +34,500 New
WBC
228
Westpac Banking Corp
Australia
$809K +$809K +34,421 New
ESBC
229
E.S. Barr & Co
Kentucky
$778K +$778K +33,100 New
FM
230
Foster & Motley
Ohio
$773K -$263K -11,188 -25%
WKWM
231
Walter & Keenan Wealth Management
Indiana
$763K – – –
AG
232
Advisor Group
Arizona
$759K -$313K -13,300 -29%
MC
233
Moors & Cabot
Massachusetts
$756K -$70.8K -3,016 -9%
II
234
IFM Investors
Australia
$740K +$740K +31,502 New
5L
235
55I LLC
Massachusetts
$732K +$732K +31,144 New
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$729K +$729K +31,064 New
JIR
237
James Investment Research
Ohio
$702K +$702K +29,885 New
Lido Advisors
238
Lido Advisors
California
$699K +$57.3K +2,438 +9%
SB
239
Suntrust Banks
Georgia
$693K +$108K +4,599 +18%
BAM
240
Belpointe Asset Management
Nevada
$685K +$167K +7,132 +32%
Caisse de Depot et Placement du Quebec (CDPQ)
241
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$634K -$4.53M -193,000 -88%
MNBTD
242
Moody National Bank Trust Division
Texas
$633K -$12.9K -550 -2%
DWM
243
Dakota Wealth Management
Florida
$626K -$116K -4,918 -16%
LWS
244
Lucia Wealth Services
California
$622K +$246K +10,492 +66%
KeyBank National Association
245
KeyBank National Association
Ohio
$591K +$2.84K +121 +0.5%
BRWA
246
B. Riley Wealth Advisors
Florida
$591K +$27.5K +1,171 +5%
VFA
247
Voya Financial Advisors
Connecticut
$582K -$6.98K -300 -1%
SAM
248
Shell Asset Management
Netherlands
$579K +$579K +24,629 New
SWP
249
Stratos Wealth Partners
Ohio
$572K -$17.8K -759 -3%
GLLW
250
Graves Light Lenhart Wealth
Virginia
$564K – – –
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