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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
251
Cubist Systematic Strategies
Connecticut
$1.49M +$1.43M +40,801 +1,617%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$1.48M -$20.3K -579 -1%
Creative Planning
253
Creative Planning
Kansas
$1.46M +$35.7K +1,022 +2%
Kovitz Investment Group Partners
254
Kovitz Investment Group Partners
Illinois
$1.44M
PAG
255
Private Advisor Group
New Jersey
$1.42M -$165K -4,712 -10%
II
256
IFM Investors
Australia
$1.39M +$109K +3,130 +8%
FMT
257
First Mercantile Trust
Tennessee
$1.34M -$264K -7,551 -18%
WBC
258
Westpac Banking Corp
Australia
$1.32M
ProShare Advisors
259
ProShare Advisors
Maryland
$1.29M +$1.32M +37,697 New
MCM
260
McKinley Capital Management
Alaska
$1.29M -$96K -2,744 -7%
ESBC
261
E.S. Barr & Co
Kentucky
$1.26M -$3.5K -100 -0.3%
SG Americas Securities
262
SG Americas Securities
New York
$1.24M +$1.26M +36,149 New
AIC
263
Ayalon Insurance Company
Israel
$1.21M +$1.07M +30,660 +674%
SAS
264
Stelac Advisory Services
New York
$1.19M +$204K +5,833 +20%
OAM
265
Optimal Asset Management
California
$1.15M -$92.6K -2,647 -7%
WG
266
Winton Group
United Kingdom
$1.14M -$1.21M -34,479 -51%
FAAS
267
First Allied Advisory Services
California
$1.13M -$152K -4,334 -12%
RIM
268
Redwood Investment Management
Arizona
$1.13M -$595 -17 -0.1%
ERSOT
269
Employees Retirement System of Texas
Texas
$1.13M
JF
270
Jump Financial
Illinois
$1.09M +$1.12M +31,908 New
BP
271
BBR Partners
New York
$1.04M
BMM
272
Buffington Mohr McNeal
Idaho
$1.04M +$1.06M +30,189 New
CG
273
Colony Group
Massachusetts
$1.03M -$45.6K -1,304 -4%
VFA
274
Voya Financial Advisors
Connecticut
$987K -$23.6K -675 -2%
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$987K +$427K +12,212 +74%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.