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KKR & Co
KKR

Overview Fund Activity

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
276
Advisory Services Network
Georgia
$88K -$42.1K -2,074 -32%
Bessemer Group
277
Bessemer Group
New Jersey
$81K -$18.6K -920 -19%
LWM
278
Lenox Wealth Management
Ohio
$81K – – –
FANJ
279
Financial Architects (New Jersey)
New Jersey
$79K -$14.3K -700 -15%
NFG
280
Next Financial Group
Texas
$68K -$3K -150 -4%
WIM
281
Westside Investment Management
California
$66.7K – – –
EMG
282
ETF Managers Group
New Jersey
$60K +$5.29K +258 +10%
RE
283
RBC Europe
United Kingdom
$57.2K +$57.2K +2,814 New
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$57K – – –
WTB
285
Washington Trust Bank
Washington
$54K +$54K +2,648 New
PH
286
Pinnacle Holdings
Oklahoma
$52K +$52K +2,560 New
SA
287
SpiderRock Advisors
Delaware
$51K -$201K – –
GRP
288
Global Retirement Partners
California
$50K +$50K +2,452 New
MFW
289
Mosaic Family Wealth
Missouri
$47K +$20 +1 +0%
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$10K -500 -18%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$44K +$102 +5 +0.2%
KTC
292
Kistler-Tiffany Companies
Pennsylvania
$43K -$5.48K -270 -11%
WAM
293
Wealthspire Advisors (Maryland)
Maryland
$42K +$202 +10 +0.5%
SEI Investments
294
SEI Investments
Pennsylvania
$36K +$18K +896 +100%
WEC
295
Winslow Evans & Crocker
Massachusetts
$35.3K -$10.4K -513 -23%
ATC
296
Adirondack Trust Company
New York
$31K – – –
SAM
297
Shamrock Asset Management
Texas
$31K – – –
SQA
298
Simon Quick Advisors
New Jersey
$30K – – –
TSW
299
Thompson Siegel & Walmsley
Virginia
$30K +$30K +1,500 New
TCM
300
Tradewinds Capital Management
Washington
$26K – – –
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