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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$187M
2
ACM
AKRE Capital Management
Virginia
+$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.3M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$51.8M
5
VH
ValueAct Holdings
California
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$86.6M
3
O
OppenheimerFunds
New York
-$74.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$58M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
276
Lee Financial
Texas
$140K +$140K +6,900 New
PH
277
Pinnacle Holdings
Oklahoma
$139K +$39.6K +1,950 +40%
DSC
278
Duncker Streett & Co
Missouri
$133K -$50.6K -2,500 -28%
SAS
279
Stelac Advisory Services
New York
$127K – – –
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$124K -$16.9K -829 -12%
BWP
281
Baldwin Wealth Partners
Massachusetts
$122K – – –
Lazard Asset Management
282
Lazard Asset Management
New York
$121K – – –
SEI Investments
283
SEI Investments
Pennsylvania
$117K +$6.19K +306 +6%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$97K +$40.4K +2,000 +71%
GRP
285
Global Retirement Partners
California
$86K +$7.77K +384 +10%
FANJ
286
Financial Architects (New Jersey)
New Jersey
$79K – – –
EMG
287
ETF Managers Group
New Jersey
$78K +$9.75K +488 +14%
EWM
288
Edge Wealth Management
New York
$77K -$28.4K -1,400 -27%
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$26K +1,300 +57%
SWM
290
SeaCrest Wealth Management
New York
$57K – – –
ASN
291
Advisory Services Network
Georgia
$54K +$10.2K +500 +23%
UBS AM
292
UBS AM
Illinois
$51.8K – – –
WTB
293
Washington Trust Bank
Washington
$50K -$17.4K -848 -26%
MYIA
294
Mount Yale Investment Advisors
Colorado
$44K +$44K +2,180 New
KTC
295
Kistler-Tiffany Companies
Pennsylvania
$43K -$3.84K -190 -8%
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$43K +$20.9K +1,028 +95%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$43K +$43K +2,175 New
CFA
298
Carroll Financial Associates
North Carolina
$42K -$121K -6,000 -74%
OIA
299
Optimum Investment Advisors
Illinois
$42K +$42K +2,060 New
PCG
300
Private Capital Group
Connecticut
$41K -$28.5K -1,398 -41%
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