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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.03B
2
JSP
Jackson Square Partners
California
+$619M
3
BlackRock
BlackRock
New York
+$286M
4
VVP
Vulcan Value Partners
Alabama
+$267M
5
ECU
Egerton Capital (UK)
United Kingdom
+$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$464M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$423M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$370M
4
Bank of America
Bank of America
North Carolina
-$225M
5
Citigroup
Citigroup
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
276
M&T Bank
New York
$247K +$15.1K +553 +7%
CAN
277
Cetera Advisor Networks
California
$247K +$15.4K +561 +7%
TRCT
278
Tower Research Capital (TRC)
New York
$245K +$245K +9,000 New
MSAM
279
Moloney Securities Asset Management
Missouri
$234K +$82 +3 +0%
BUB
280
BBVA USA Bancshares
Texas
$230K +$230K +8,421 New
PCM
281
Poehling Capital Management
Wisconsin
$229K – – –
FNBT
282
FineMark National Bank & Trust
Florida
$226K -$95.3K -3,500 -30%
AIM
283
Anchor Investment Management
South Carolina
$223K – – –
SAM
284
Sawgrass Asset Management
Florida
$222K +$222K +8,150 New
KA
285
Kovack Advisors
Florida
$222K +$222K +8,155 New
RIM
286
Regent Investment Management
Kentucky
$218K -$81.8K -3,000 -27%
CCM
287
Coldstream Capital Management
Washington
$218K +$218K +8,000 New
UR
288
USCA RIA
Texas
$218K +$218K +8,000 New
WSC
289
Wellington Shields & Co
New York
$213K +$213K +7,800 New
CFA
290
Camarda Financial Advisors
Florida
$210K +$210K +7,690 New
FCCM
291
First City Capital Management
Georgia
$208K -$155K -5,712 -43%
RJT
292
Raymond James Trust
Florida
$207K +$207K +7,591 New
JIC
293
Johnson Investment Counsel
Ohio
$206K +$206K +7,555 New
MWM
294
Meridian Wealth Management
Kentucky
$205K -$20.8K -760 -9%
FG
295
Fiduciary Group
Georgia
$205K +$205K +7,500 New
GEA
296
Glen Eagle Advisors
New Jersey
$199K +$199K +7,300 New
PH
297
Pinnacle Holdings
Oklahoma
$186K – – –
SFSIG
298
San Francisco Sentry Investment Group
California
$180K +$180K +6,600 New
BWP
299
Baldwin Wealth Partners
Massachusetts
$164K – – –
Lazard Asset Management
300
Lazard Asset Management
New York
$163K – – –
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