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KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$200M
2
EIP
Epoch Investment Partners
New York
$147M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$133M
4
JCM
Junto Capital Management
New York
$74.8M
5
VVP
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
2
VH
ValueAct Holdings
California
$1.29B
3
JSP
Jackson Square Partners
California
$664M
4
ECU
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
251
Wolverine Trading
Illinois
$849K -$1.68M -61,517 -66%
Man Group
252
Man Group
United Kingdom
$845K -$1.38M -51,450 -62%
5L
253
55I LLC
Massachusetts
$827K – – –
MC
254
Moors & Cabot
Massachusetts
$814K -$31.7K -1,189 -4%
P
255
Pitcairn
Pennsylvania
$813K – – –
VFA
256
Voya Financial Advisors
Connecticut
$770K -$4.1K -150 -0.5%
BEI
257
Benjamin Edwards Inc
Missouri
$755K +$27K +1,004 +4%
KeyBank National Association
258
KeyBank National Association
Ohio
$750K +$36.2K +1,346 +5%
UCFA
259
United Capital Financial Advisors
Texas
$744K -$43.8K -1,631 -6%
BRWA
260
B. Riley Wealth Advisors
Florida
$744K +$107K +3,990 +17%
PP
261
Paloma Partners
Connecticut
$725K +$725K +27,004 New
MNBTD
262
Moody National Bank Trust Division
Texas
$724K – – –
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$713K +$71.9K +2,678 +11%
GLLW
264
Graves Light Lenhart Wealth
Virginia
$692K – – –
GP
265
Greenline Partners
New York
$673K +$673K +25,074 New
SAM
266
Shell Asset Management
Netherlands
$661K – – –
FM
267
Foster & Motley
Ohio
$624K -$151K -5,611 -19%
RJFSA
268
Raymond James Financial Services Advisors
Florida
$621K -$511K -19,055 -45%
LDB
269
Lee, Danner & Bass
Tennessee
$607K – – –
SPIA
270
Steward Partners Investment Advisory
New York
$603K +$53.4K +1,989 +10%
AIM
271
Axiom Investment Management
New York
$586K -$557K -20,782 -49%
CHAM
272
Clear Harbor Asset Management
Connecticut
$582K -$64.6K -2,405 -10%
LIA
273
LS Investment Advisors
Michigan
$574K -$20.1K -750 -3%
Nordea Investment Management
274
Nordea Investment Management
Sweden
$572K – – –
LWS
275
Lucia Wealth Services
California
$560K -$54K -2,013 -9%
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