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KKR & Co
KKR

Overview Fund Activity

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
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
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

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
251
Moloney Securities Asset Management
Missouri
$230K +$102 +5 +0%
DCM
252
Driehaus Capital Management
Illinois
$230K +$230K +11,300 New
PCM
253
Penserra Capital Management
California
$216K -$48.6K -2,407 -18%
WS
254
Wedbush Securities
California
$213K -$26.3K -1,292 -11%
FNBT
255
FineMark National Bank & Trust
Florida
$209K -$18.3K -904 -8%
PMG
256
ProVise Management Group
Florida
$208K -$10.2K -500 -5%
CFA
257
Carroll Financial Associates
North Carolina
$206K -$80.3K -3,926 -28%
SBIA
258
Sheaff Brock Investment Advisors
Indiana
$206K +$41 +2 +0%
PC
259
Palo Capital
California
$205K +$205K +10,100 New
RHBC
260
R.H. Bluestein & Co
Michigan
$203K -$102K -5,000 -33%
BAM
261
Brave Asset Management
New Jersey
$203K -$71.1K -3,500 -26%
BFA
262
Beaumont Financial Advisors
Massachusetts
$203K – – –
DSC
263
Duncker Streett & Co
Missouri
$192K – – –
CFA
264
Camarda Financial Advisors
Florida
$173K -$1.04K -51 -0.6%
GT
265
Glenmede Trust
Pennsylvania
$158K – – –
ST
266
Spot Trading
Illinois
$151K -$49.8K -2,445 -25%
AIM
267
Anchor Investment Management
South Carolina
$146K -$20.3K -997 -12%
SBA
268
Seven Bridges Advisors
New York
$137K +$137K +6,724 New
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$133K +$14.7K +724 +12%
IIC
270
Integrated Investment Consultants
Michigan
$127K – – –
Simplex Trading
271
Simplex Trading
Illinois
$125K +$125K +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 +$119K +5,855 New
EWM
275
Edge Wealth Management
New York
$105K – – –
9 10
11
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