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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$108K +$223 +12 +0.2%
EWM
277
Edge Wealth Management
New York
$95K – – –
Bessemer Group
278
Bessemer Group
New Jersey
$92K +$55.8K +2,985 +154%
FANJ
279
Financial Architects (New Jersey)
New Jersey
$85K – – –
LWM
280
Lenox Wealth Management
Ohio
$74K +$74K +4,000 New
NFG
281
Next Financial Group
Texas
$66K – – –
WIM
282
Westside Investment Management
California
$62.2K – – –
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$53K – – –
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$52K -$92.9K -5,000 -64%
EMG
285
ETF Managers Group
New Jersey
$50K +$50K +2,671 New
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
MFW
287
Mosaic Family Wealth
Missouri
$43K +$19 +1 +0%
WEC
288
Winslow Evans & Crocker
Massachusetts
$41.9K -$25.8K -1,389 -38%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$40K -$186 -10 -0.5%
WAM
290
Wealthspire Advisors (Maryland)
Maryland
$38K +$38K +2,066 New
NA
291
NewEdge Advisors
Louisiana
$37.7K +$37.7K +2,000 New
TRCT
292
Tower Research Capital (TRC)
New York
$35K -$6.02K -326 -15%
ATC
293
Adirondack Trust Company
New York
$28K – – –
SAM
294
Shamrock Asset Management
Texas
$28K – – –
SQA
295
Simon Quick Advisors
New Jersey
$28K +$28K +1,500 New
TCM
296
Tradewinds Capital Management
Washington
$24K – – –
MCIA
297
Mountain Capital Investment Advisors
Colorado
$24K +$24K +1,273 New
YWP
298
YorkBridge Wealth Partners
New York
$19K -$44.5K -2,340 -70%
EWM
299
Evercore Wealth Management
New York
$19K – – –
OFS
300
Orrstown Financial Services
Pennsylvania
$19K +$19K +1,000 New
10 11
12
13 14