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KKR & Co
KKR

Overview Fund Activity

475 hedge funds and large institutions have $10.2B invested in KKR & Co in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 165 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-34
Holders Change %
-6.68%
% of All Funds
10.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.55%
New
61
Increased
158
Reduced
165
Closed
90
Calls
$153M
Puts
$93.2M
Net Calls
+$60M
Net Calls Change
+$40.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$227M
2
Invesco
Invesco
Georgia
$291M
3
BlackRock
BlackRock
New York
$442M
4
MC
Maverick Capital
Texas
$115M
5
Federated Hermes
Federated Hermes
Pennsylvania
$69.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.23M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
JCM
Junto Capital Management
New York
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$27M
5
Pzena Investment Management
Pzena Investment Management
New York
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
276
Natixis Advisors
Massachusetts
$541K +$161K +6,878 +43%
Man Group
277
Man Group
United Kingdom
$536K -$1.71M -72,840 -76%
LWS
278
Lucia Wealth Services
California
$530K -$21.6K -919 -4%
FFA
279
First Foundation Advisors
California
$528K +$528K +22,500 New
Nomura Holdings
280
Nomura Holdings
Japan
$517K +$517K +22,000 New
OFG
281
Oxford Financial Group
Indiana
$512K +$512K +21,825 New
LDB
282
Lee, Danner & Bass
Tennessee
$507K – – –
SFFS
283
Stonehage Fleming Financial Services
Jersey
$497K -$28.8K -1,175 -5%
SG Americas Securities
284
SG Americas Securities
New York
$495K -$2.33M -99,223 -82%
SAS
285
Stelac Advisory Services
New York
$495K +$161K +6,853 +48%
AIM
286
Axiom Investment Management
New York
$490K +$1.79K +76 +0.4%
LNWWM
287
Laird Norton Wetherby Wealth Management
California
$486K -$2.35K -100 -0.5%
AGM
288
Alpine Global Management
New York
$483K +$483K +20,572 New
SPIA
289
Steward Partners Investment Advisory
New York
$478K -$76.9K -3,281 -14%
NCM
290
Next Capital Management
New York
$476K +$42.2K +1,800 +10%
EPA
291
Element Pointe Advisors
Florida
$475K +$475K +20,249 New
CHAM
292
Clear Harbor Asset Management
Connecticut
$452K -$35.2K -1,500 -7%
UCFA
293
United Capital Financial Advisors
Texas
$439K -$229K -9,740 -34%
SPIO
294
Seven Post Investment Office
California
$439K +$190K +8,100 +76%
MA
295
Mutual Advisors
Nebraska
$436K -$30.5K -1,300 -7%
BBHC
296
Brown Brothers Harriman & Co
New York
$425K +$5.59K +238 +1%
AAM
297
AR Asset Management
California
$422K – – –
EFS
298
Essex Financial Services
Connecticut
$419K – – –
GIM
299
Guardian Investment Management
California
$411K +$411K +17,499 New
JCM
300
JS Capital Management
New York
$411K +$411K +17,500 New
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