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KKR & Co
KKR

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $33.5M

10% more capital invested

Capital invested by funds: $5.69B → $6.25B (+$565M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

6% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 101

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0.76% less ownership

Funds ownership: 66.28% → 65.51% (-0.76%)

1% less funds holding

Funds holding: 319 → 316 (-3)

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
+$769M
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.4M
3
CS
Credit Suisse
Switzerland
+$52.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$44.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$602M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
GC
GMT Capital
Georgia
-$81.3M
4
LA
Lexington Advisors
New York
-$74.6M
5
BC
Brookfield Corp
Ontario, Canada
-$73.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
251
Moloney Securities Asset Management
Missouri
$230K +$95 +5 +0%
DCM
252
Driehaus Capital Management
Illinois
$230K +$214K +11,300 New
PCM
253
Penserra Capital Management
California
$216K -$45.7K -2,407 -18%
WS
254
Wedbush Securities
California
$213K -$24.5K -1,292 -11%
FNBT
255
FineMark National Bank & Trust
Florida
$209K -$17.2K -904 -8%
PMG
256
ProVise Management Group
Florida
$208K -$9.49K -500 -5%
CFA
257
Carroll Financial Associates
North Carolina
$206K -$74.5K -3,926 -28%
SBIA
258
Sheaff Brock Investment Advisors
Indiana
$206K +$38 +2 +0%
PC
259
Palo Capital
California
$205K +$192K +10,100 New
RHBC
260
R.H. Bluestein & Co
Michigan
$203K -$94.9K -5,000 -33%
BAM
261
Brave Asset Management
New Jersey
$203K -$66.4K -3,500 -26%
BFA
262
Beaumont Financial Advisors
Massachusetts
$203K – – –
DSC
263
Duncker Streett & Co
Missouri
$192K – – –
CFA
264
Camarda Financial Advisors
Florida
$173K -$968 -51 -0.6%
GT
265
Glenmede Trust
Pennsylvania
$158K – – –
ST
266
Spot Trading
Illinois
$151K -$46.4K -2,445 -25%
AIM
267
Anchor Investment Management
South Carolina
$146K -$18.9K -997 -12%
SBA
268
Seven Bridges Advisors
New York
$137K +$128K +6,724 New
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$133K +$13.7K +724 +12%
IIC
270
Integrated Investment Consultants
Michigan
$127K – – –
Simplex Trading
271
Simplex Trading
Illinois
$125K +$117K +6,175 New
BWP
272
Baldwin Wealth Partners
Massachusetts
$122K – – –
Lazard Asset Management
273
Lazard Asset Management
New York
$121K – – –
SAS
274
Stelac Advisory Services
New York
$119K +$111K +5,855 New
EWM
275
Edge Wealth Management
New York
$105K – – –
9 10
11
12 13

KKR Hedge Fund Activity: Q3 2017 in Review

316 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2017, worth a combined $6.25B — up 9.9% from $5.69B a quarter earlier.

Fund positioning in KKR was balanced in Q3 2017: 34 funds opened new positions, 34 closed out, 107 added to existing stakes and 101 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $769M. The largest seller was Morgan Stanley, cutting an estimated $602M.

  • 316 institutional investors held KKR & Co (KKR) as of Q3 2017, down from 319 in Q2 2017.
  • Funds reported $6.25B of KKR & Co stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 34 funds opened new KKR & Co positions in Q3 2017 and 34 closed out, a net change of 0 holders.
  • The largest KKR & Co buyer in Q3 2017 was ValueAct Holdings, an estimated $769M added.
  • The largest KKR & Co seller in Q3 2017 was Morgan Stanley, an estimated $602M sold.

Based on aggregated 13F filings for Q3 2017.