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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
226
Okabena Investment Services
Minnesota
$2.13M +$150K +4,275 +7%
Pzena Investment Management
227
Pzena Investment Management
New York
$2.12M -$28.2M -806,711 -93%
Allianz Asset Management
228
Allianz Asset Management
Germany
$2.04M -$375K -10,715 -15%
CAM
229
Close Asset Management
United Kingdom
$2.03M
RIL
230
Rothschild Investment LLC
Illinois
$2.03M +$14K +400 +0.7%
SO
231
STRS Ohio
Ohio
$2.02M +$880K +25,162 +75%
ISL
232
Ingalls & Snyder LLC
New York
$2M
SSI
233
Scott & Selber Inc
Texas
$1.97M +$2M +57,298 New
ACH
234
ArrowMark Colorado Holdings
Colorado
$1.86M
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$1.86M +$6.19K +177 +0.3%
AWM
236
Avitas Wealth Management
California
$1.82M -$4.58K -131 -0.2%
SOADOR
237
State of Alaska Department of Revenue
Alaska
$1.82M -$3.88M -110,935 -68%
Franklin Resources
238
Franklin Resources
California
$1.73M +$128K +3,658 +8%
CTC
239
Chai Trust Company
Illinois
$1.72M
NAM
240
Nissay Asset Management
Japan
$1.69M +$38K +1,086 +2%
RIG
241
Roosevelt Investment Group
New York
$1.65M +$1.68M +48,100 New
PA
242
Pinnacle Associates
New York
$1.64M -$91.2K -2,606 -5%
EH
243
Equitable Holdings
New York
$1.58M +$211K +6,024 +15%
SCA
244
STALEY CAPITAL ADVISERS
Pennsylvania
$1.55M
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$1.33M +38,115 +548%
FFH
246
Fairfax Financial Holdings
Ontario, Canada
$1.54M -$350K -10,000 -18%
PCP
247
Proficio Capital Partners
Massachusetts
$1.54M +$8.95K +256 +0.6%
Fidelity International
248
Fidelity International
Bermuda
$1.53M +$1.56M +44,560 New
SM
249
Sciencast Management
New Jersey
$1.51M +$1.46M +41,734 New
TPCW
250
TD Private Client Wealth
New York
$1.51M -$338K -9,666 -18%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.