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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APCM
251
Arbiter Partners Capital Management
New York
$223K – – –
WS
252
Wedbush Securities
California
$219K -$27.2K -1,461 -11%
ACH
253
ArrowMark Colorado Holdings
Colorado
$219K +$219K +11,750 New
M&T Bank
254
M&T Bank
New York
$213K +$19.2K +1,027 +10%
MSAM
255
Moloney Securities Asset Management
Missouri
$210K -$6.81K -367 -3%
FNBT
256
FineMark National Bank & Trust
Florida
$208K +$16.8K +904 +9%
SF
257
Synovus Financial
Georgia
$205K +$205K +11,000 New
KACA
258
Kayne Anderson Capital Advisors
California
$204K +$204K +11,000 New
LWAC
259
Laurel Wealth Advisors (California)
California
$203K +$1.25K +67 +0.6%
FCIM
260
Fairview Capital Investment Management
California
$202K – – –
SA
261
SpiderRock Advisors
Delaware
$201K -$53K – –
PMG
262
ProVise Management Group
Florida
$199K -$19.5K -1,050 -9%
SB
263
Suntrust Banks
Georgia
$199K -$13.5K -726 -6%
SBIA
264
Sheaff Brock Investment Advisors
Indiana
$188K -$167K -8,997 -47%
BFA
265
Beaumont Financial Advisors
Massachusetts
$186K – – –
ST
266
Spot Trading
Illinois
$183K -$19.8K -1,064 -10%
DSC
267
Duncker Streett & Co
Missouri
$176K – – –
SSW
268
Smith Shellnut Wilson
Mississippi
$160K -$568 -46 -0.4%
CFA
269
Camarda Financial Advisors
Florida
$159K – – –
AIM
270
Anchor Investment Management
South Carolina
$152K +$56 +3 +0%
GT
271
Glenmede Trust
Pennsylvania
$141K – – –
ASN
272
Advisory Services Network
Georgia
$119K +$2.14K +115 +2%
IIC
273
Integrated Investment Consultants
Michigan
$116K – – –
BWP
274
Baldwin Wealth Partners
Massachusetts
$112K – – –
Lazard Asset Management
275
Lazard Asset Management
New York
$111K – – –
9 10
11
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