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KKR & Co
KKR

Overview Fund Activity

453 hedge funds and large institutions have $10.6B invested in KKR & Co in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+38
Holders Change %
+9.16%
% of All Funds
9.85%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.54%
New
85
Increased
130
Reduced
135
Closed
42
Calls
$133M
Puts
$66.6M
Net Calls
+$66.4M
Net Calls Change
-$2.92M

Top Buyers

1
IAM
1
Iridian Asset Management
Connecticut
$158M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$183M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$527M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$422M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.15B

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$47.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$338M
3
MC
3
Maverick Capital
Texas
$48.7M
4
VVP
4
Vulcan Value Partners
Alabama
$661M
5
JSP
5
Jackson Square Partners
California
$690M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
251
Foster & Motley
Ohio
$729K -$102K -4,054 -12%
VFA
252
Voya Financial Advisors
Connecticut
$706K +$82.9K +3,328 +13%
Millennium Management
253
Millennium Management
New York
$687K -$7.47M -295,692 -92%
BEI
254
Benjamin Edwards Inc
Missouri
$685K +$520K +20,601 +316%
MNBTD
255
Moody National Bank Trust Division
Texas
$682K – – –
KeyBank National Association
256
KeyBank National Association
Ohio
$672K +$35.8K +1,415 +6%
BCM
257
Bienville Capital Management
New York
$654K +$270K +10,697 +70%
PFS
258
Prospera Financial Services
Texas
$625K +$625K +24,734 New
SAM
259
Shell Asset Management
Netherlands
$622K – – –
CHAM
260
Clear Harbor Asset Management
Connecticut
$608K +$608K +24,075 New
GLLW
261
Graves Light Lenhart Wealth
Virginia
$606K – – –
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$603K -$181K -7,175 -23%
BRWA
263
B. Riley Wealth Advisors
Florida
$600K -$35.6K -1,409 -6%
LWS
264
Lucia Wealth Services
California
$578K -$91.1K -3,608 -14%
LDB
265
Lee, Danner & Bass
Tennessee
$571K – – –
LIA
266
LS Investment Advisors
Michigan
$559K – – –
DWM
267
Dakota Wealth Management
Florida
$546K -$123K -4,865 -18%
EFS
268
Essex Financial Services
Connecticut
$540K +$278 +11 +0.1%
Nordea Investment Management
269
Nordea Investment Management
Sweden
$537K – – –
EOJOAM
270
E. Ohman J:or Asset Management
Sweden
$528K +$528K +20,900 New
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$526K – – –
SWP
272
Stratos Wealth Partners
Ohio
$525K -$90.3K -3,570 -15%
MWP
273
MYCIO Wealth Partners
Pennsylvania
$522K +$759 +30 +0.1%
MA
274
Mutual Advisors
Nebraska
$517K -$30.3K -1,200 -6%
SPIA
275
Steward Partners Investment Advisory
New York
$517K +$19.2K +759 +4%
9 10
11
12 13