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KKR & Co

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Segment Wealth Management
Texas
$382K -$22.8K -1,000 -6%
DI
277
Diligent Investors
California
$382K -$10.7K -472 -3%
LW
278
Linscomb Wealth
Texas
$380K
BUB
279
BBVA USA Bancshares
Texas
$372K +$136K +5,957 +60%
ANI
280
American National Insurance
Texas
$369K
DT
281
Diversified Trust
Tennessee
$368K -$5.81K -255 -2%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$358K +$347K +15,257 New
BCM
283
Bienville Capital Management
New York
$357K +$86.6K +3,801 +33%
AAM
284
American Asset Management
Florida
$344K -$41K -1,800 -11%
QOP
285
Quinn Opportunity Partners
Virginia
$343K
AWA
286
Arete Wealth Advisors
Illinois
$342K -$25.7K -1,129 -7%
BIAS
287
Beacon Investment Advisory Services
New Jersey
$333K
Parallax Volatility Advisers
288
Parallax Volatility Advisers
California
$322K -$566K -24,836 -64%
EGA
289
E&G Advisors
Texas
$317K -$102K -4,500 -25%
SRC
290
Sage Rhino Capital
California
$314K +$305K +13,380 New
CFGS
291
Concourse Financial Group Securities
Alabama
$299K -$638 -28 -0.2%
TFS
292
TrustCore Financial Services
Tennessee
$299K +$865 +38 +0.3%
APA
293
American Portfolios Advisors
New York
$295K +$25.3K +1,109 +10%
AIC
294
Ameritas Investment Company
Nebraska
$290K -$249K -10,919 -47%
S
295
Seeyond
France
$289K +$280K +12,307 New
AWM
296
Aries Wealth Management
Maine
$286K
APCM
297
Arbiter Partners Capital Management
New York
$282K
PMG
298
ProVise Management Group
Florida
$280K
ANRIA
299
American National Registered Investment Advisor
Texas
$278K
BTS
300
BB&T Securities
Virginia
$277K +$12.7K +559 +5%

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.