KKR icon

KKR & Co
KKR

Overview Fund Activity

509 hedge funds and large institutions have $12.7B invested in KKR & Co in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 145 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+50
Holders Change %
+10.89%
% of All Funds
10.05%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.53%
New
92
Increased
145
Reduced
146
Closed
37
Calls
$164M
Puts
$144M
Net Calls
+$19.8M
Net Calls Change
+$52.7M

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
+$115M
2
Invesco
Invesco
Georgia
+$96.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M
4
WRF
Waddell & Reed Financial
Kansas
+$67.5M
5
AAMU
Amundi Asset Management US
Massachusetts
+$63.7M

Top Sellers

1
JSP
Jackson Square Partners
California
-$158M
2
PI
Putnam Investments
Massachusetts
-$147M
3
ECU
Egerton Capital (UK)
United Kingdom
-$74.4M
4
VH
ValueAct Holdings
California
-$67.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
276
AllianceBernstein
Tennessee
$814K -$183K -6,287 -18%
FA
277
FCG Advisors
New Jersey
$812K +$812K +27,845 New
MNBTD
278
Moody National Bank Trust Division
Texas
$787K – – –
BRWA
279
B. Riley Wealth Advisors
Florida
$778K -$30.9K -1,060 -4%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$774K – – –
GP
281
Greenline Partners
New York
$736K +$4.93K +169 +0.7%
TFO
282
Tarbox Family Office
California
$729K +$729K +25,000 New
BCA
283
Bray Capital Advisors
Florida
$719K +$165K +5,645 +30%
SPIA
284
Steward Partners Investment Advisory
New York
$690K +$35.1K +1,203 +5%
LWS
285
Lucia Wealth Services
California
$686K +$77.1K +2,643 +13%
RRAM
286
River Road Asset Management
Kentucky
$684K +$158K +5,411 +30%
BEI
287
Benjamin Edwards Inc
Missouri
$662K -$159K -5,436 -19%
CAAS
288
Capital Asset Advisory Services
Michigan
$651K +$651K +19,182 New
Nordea Investment Management
289
Nordea Investment Management
Sweden
$647K +$25.9K +884 +4%
BAM
290
Blueshift Asset Management
New Jersey
$642K +$642K +22,004 New
LDB
291
Lee, Danner & Bass
Tennessee
$630K -$29.2K -1,000 -4%
AIM
292
Aigen Investment Management
New York
$630K +$630K +21,599 New
LIA
293
LS Investment Advisors
Michigan
$624K – – –
SFFS
294
Stonehage Fleming Financial Services
Jersey
$623K +$109K +3,758 +21%
O
295
Ossiam
France
$618K +$618K +21,203 New
LNWWM
296
Laird Norton Wetherby Wealth Management
California
$608K – – –
AIM
297
Axiom Investment Management
New York
$607K -$30.7K -1,053 -5%
CHAM
298
Clear Harbor Asset Management
Connecticut
$606K -$26.1K -895 -4%
MWP
299
MYCIO Wealth Partners
Pennsylvania
$604K +$788 +27 +0.1%
Simplex Trading
300
Simplex Trading
Illinois
$603K +$603K +20,695 New
10 11
12
13 14