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KKR & Co
KKR

Overview Fund Activity

497 hedge funds and large institutions have $13.9B invested in KKR & Co in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 160 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+22
Holders Change %
+4.63%
% of All Funds
10.22%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
86
Increased
139
Reduced
160
Closed
61
Calls
$149M
Puts
$86.3M
Net Calls
+$63M
Net Calls Change
+$2.95M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$703M
2
BlackRock
BlackRock
New York
$923M
3
State Street
State Street
Massachusetts
$306M
4
ECU
Egerton Capital (UK)
United Kingdom
$240M
5
JCM
Junto Capital Management
New York
$50.4M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$26.8M
2
JSP
Jackson Square Partners
California
$391M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$133M
4
MC
Maverick Capital
Texas
$86.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
276
Bray Capital Advisors
Florida
$761K – – –
FPCG
277
Fort Pitt Capital Group
Pennsylvania
$757K -$297K -9,634 -28%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$753K +$443K +14,353 +143%
AB
279
Amalgamated Bank
New York
$742K +$742K +24,021 New
Comerica Bank
280
Comerica Bank
Texas
$708K +$708K +19,909 New
FFA
281
First Foundation Advisors
California
$694K – – –
URS
282
Utah Retirement Systems
Utah
$689K +$689K +22,300 New
LFAS
283
Level Four Advisory Services
Texas
$686K +$686K +22,336 New
LWS
284
Lucia Wealth Services
California
$681K -$16.5K -534 -2%
OFG
285
Oxford Financial Group
Indiana
$674K – – –
LDB
286
Lee, Danner & Bass
Tennessee
$667K – – –
AIM
287
Axiom Investment Management
New York
$647K +$3.02K +98 +0.5%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$640K – – –
IAN
289
Integrated Advisors Network
Texas
$633K -$176K -5,689 -22%
SPIA
290
Steward Partners Investment Advisory
New York
$631K +$649 +21 +0.1%
EPA
291
Element Pointe Advisors
Florida
$625K – – –
Wolverine Trading
292
Wolverine Trading
Illinois
$613K -$59.6K -1,978 -9%
SFFS
293
Stonehage Fleming Financial Services
Jersey
$611K – – –
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$586K – – –
Arrowstreet Capital
295
Arrowstreet Capital
Massachusetts
$582K +$582K +18,852 New
PSP
296
Principal Street Partners
Tennessee
$578K +$578K +18,713 New
SPIO
297
Seven Post Investment Office
California
$577K – – –
MA
298
Mutual Advisors
Nebraska
$574K – – –
BBHC
299
Brown Brothers Harriman & Co
New York
$568K +$9.27K +300 +2%
AAM
300
AR Asset Management
California
$556K – – –
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12
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