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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APCM
251
Arbiter Partners Capital Management
New York
$244K – – –
PMG
252
ProVise Management Group
Florida
$242K +$44.7K +2,200 +23%
NI
253
NFC Investments
Tennessee
$240K – – –
FMBTD
254
First Midwest Bank Trust Division
Illinois
$239K -$1.12M -55,000 -82%
FDS
255
First Dallas Securities
Texas
$228K -$111K -5,500 -33%
Cerity Partners
256
Cerity Partners
New York
$221K -$9.85K -485 -4%
ATIA
257
American Trust Investment Advisors
New Hampshire
$219K +$219K +10,795 New
SSW
258
Smith Shellnut Wilson
Mississippi
$216K -$41.7K -2,059 -16%
FIAS
259
FinTrust Investment Advisory Services
South Carolina
$215K -$29.3K -1,440 -12%
FNBT
260
FineMark National Bank & Trust
Florida
$209K – – –
WA
261
Wasatch Advisors
Utah
$205K -$768K -37,800 -79%
PC
262
Palo Capital
California
$203K -$2.03K -100 -1%
BFA
263
Beaumont Financial Advisors
Massachusetts
$203K – – –
RHBC
264
R.H. Bluestein & Co
Michigan
$203K – – –
BAM
265
Brave Asset Management
New Jersey
$203K – – –
WMSA
266
Weiss Multi-Strategy Advisers
New York
$203K +$203K +10,000 New
KC
267
KHP Capital
Oklahoma
$200K – – –
APA
268
American Portfolios Advisors
New York
$188K -$467 -23 -0.2%
C
269
Cerebellum
California
$186K +$186K +9,161 New
CCA
270
Clearwater Capital Advisors
Illinois
$169K +$169K +8,325 New
CFA
271
Camarda Financial Advisors
Florida
$168K -$6.45K -318 -4%
AIM
272
Anchor Investment Management
South Carolina
$166K +$61 +3 +0%
GT
273
Glenmede Trust
Pennsylvania
$164K – – –
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K -$333K -16,408 -67%
PCM
275
Poehling Capital Management
Wisconsin
$155K – – –
9 10
11
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