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KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
251
Investment Centers of America
North Dakota
$184K +$184K +10,067 New
TCOV
252
Trust Company of Vermont
Vermont
$183K +$161K +8,841 +725%
KJHP
253
K.J. Harrison & Partners
Ontario, Canada
$182K -$1.21M -66,500 -87%
BFA
254
Beaumont Financial Advisors
Massachusetts
$182K – – –
DSC
255
Duncker Streett & Co
Missouri
$172K – – –
CFA
256
Camarda Financial Advisors
Florida
$156K -$388K -21,287 -71%
AIM
257
Anchor Investment Management
South Carolina
$149K +$73 +4 +0%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$142K – – –
GT
259
Glenmede Trust
Pennsylvania
$141K +$36.2K +2,000 +34%
ASN
260
Advisory Services Network
Georgia
$115K +$115K +6,290 New
IIC
261
Integrated Investment Consultants
Michigan
$114K – – –
BWP
262
Baldwin Wealth Partners
Massachusetts
$109K – – –
Lazard Asset Management
263
Lazard Asset Management
New York
$109K +$36.3K +2,000 +50%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$106K +$201 +11 +0.2%
KPCM
265
Kings Point Capital Management
New York
$96K +$96K +5,263 New
EWM
266
Edge Wealth Management
New York
$95K -$42.8K -2,342 -31%
MCA
267
Mercer Capital Advisers
New Jersey
$91K – – –
FANJ
268
Financial Architects (New Jersey)
New Jersey
$83K -$14.5K -800 -15%
NFG
269
Next Financial Group
Texas
$67K -$120K -6,335 -64%
WEC
270
Winslow Evans & Crocker
Massachusetts
$66.4K -$13.7K -750 -17%
YWP
271
YorkBridge Wealth Partners
New York
$63K -$18.9K -1,000 -23%
Parallax Volatility Advisers
272
Parallax Volatility Advisers
California
$60K +$60K +3,307 New
WP
273
WealthPLAN Partners
Nebraska
$58.6K +$58.6K +3,314 New
WIM
274
Westside Investment Management
California
$58.3K +$8.84K +500 +18%
IWM
275
IHT Wealth Management
Illinois
$53K -$25.8K -1,468 -33%
9 10
11
12 13