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KKR & Co
KKR

Overview Fund Activity

366 hedge funds and large institutions have $7.63B invested in KKR & Co in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.17%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
74
Increased
116
Reduced
102
Closed
72
Calls
$224M
Puts
$51.8M
Net Calls
+$172M
Net Calls Change
-$91.3M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$549M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M
3
VVP
3
Vulcan Value Partners
Alabama
$576M
4
MC
4
Maverick Capital
Texas
$83.6M
5
ACM
5
AKRE Capital Management
Virginia
$248M

Top Sellers

1
N
1
Natixis
France
$270K
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$361M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
276
Cerity Partners
New York
$203K – – –
WSCM
277
Wellington Shields Capital Management
New York
$199K – – –
SPC
278
Sigma Planning Corp
Michigan
$198K -$3.27K -166 -2%
BFA
279
Beaumont Financial Advisors
Massachusetts
$196K – – –
BUB
280
BBVA USA Bancshares
Texas
$194K +$28.6K +1,455 +17%
RFC
281
Regions Financial Corp
Alabama
$182K +$182K +9,295 New
SAS
282
Stelac Advisory Services
New York
$181K – – –
BI
283
Bramshill Investments
Florida
$166K +$166K +8,682 New
AIM
284
Anchor Investment Management
South Carolina
$165K +$4.95K +252 +3%
GEA
285
Glen Eagle Advisors
New Jersey
$143K – – –
PH
286
Pinnacle Holdings
Oklahoma
$134K – – –
EMG
287
ETF Managers Group
New Jersey
$128K +$19.3K +983 +18%
Lazard Asset Management
288
Lazard Asset Management
New York
$117K – – –
ASN
289
Advisory Services Network
Georgia
$116K +$60.7K +3,099 +110%
DSC
290
Duncker Streett & Co
Missouri
$115K – – –
FCA
291
FinTrust Capital Advisors
South Carolina
$109K +$109K +5,535 New
CIAS
292
Capital Investment Advisory Services
North Carolina
$99K +$99K +5,025 New
BWP
293
Baldwin Wealth Partners
Massachusetts
$98K -$19.6K -1,000 -17%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$94K – – –
EDRH
295
Edmond de Rothschild Holding
Switzerland
$90K +$90K +4,600 New
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$89K -$2.03K -103 -2%
PCM
297
Penserra Capital Management
California
$83K +$83K +4,272 New
SFSIG
298
San Francisco Sentry Investment Group
California
$80K -$48.8K -2,500 -38%
MOS
299
MGO One Seven
Ohio
$80K +$80K +4,110 New
LS
300
Livforsakringsbolaget Skandia
Sweden
$79K +$79K +4,000 New
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12
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