KKR icon

KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
2
JSP
Jackson Square Partners
California
$626M
3
BlackRock
BlackRock
New York
$303M
4
VVP
Vulcan Value Partners
Alabama
$694M
5
ECU
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
Bank of America
Bank of America
North Carolina
$102M
5
Citigroup
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
251
Foster & Motley
Ohio
$326K +$326K +11,964 New
PMG
252
ProVise Management Group
Florida
$325K +$325K +11,915 New
ANRIA
253
American National Registered Investment Advisor
Texas
$322K -$603K -22,150 -65%
FMBTD
254
First Midwest Bank Trust Division
Illinois
$321K – – –
Neuberger Berman Group
255
Neuberger Berman Group
New York
$305K +$305K +11,175 New
AWA
256
Arete Wealth Advisors
Illinois
$296K +$296K +10,863 New
ATIA
257
American Trust Investment Advisors
New Hampshire
$294K – – –
APA
258
American Portfolios Advisors
New York
$289K +$36.6K +1,342 +15%
Cerity Partners
259
Cerity Partners
New York
$282K +$282K +10,355 New
DT
260
Diversified Trust
Tennessee
$280K +$280K +10,264 New
SPC
261
Sigma Planning Corp
Michigan
$279K +$279K +10,233 New
WSCM
262
Wellington Shields Capital Management
New York
$277K +$277K +10,150 New
PAG
263
Pinnacle Advisory Group
Maryland
$274K +$274K +10,030 New
FDS
264
First Dallas Securities
Texas
$273K -$13.7K -500 -5%
BFA
265
Beaumont Financial Advisors
Massachusetts
$273K – – –
KC
266
KHP Capital
Oklahoma
$269K – – –
SSW
267
Smith Shellnut Wilson
Mississippi
$269K +$269K +9,846 New
NI
268
NFC Investments
Tennessee
$267K -$54.5K -2,000 -17%
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$265K +$265K +9,728 New
BTS
270
BB&T Securities
Virginia
$262K -$9.08K -334 -3%
DADC
271
D.A. Davidson & Co
Montana
$260K +$4.1K +150 +2%
CCM
272
Compton Capital Management
Rhode Island
$254K -$17.8K -650 -7%
SAS
273
Stelac Advisory Services
New York
$251K +$55.6K +2,037 +28%
Mirae Asset Global Investments
274
Mirae Asset Global Investments
South Korea
$251K +$251K +9,200 New
CG
275
Cutler Group
California
$247K -$2.06M -75,863 -89%
9 10
11
12 13