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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
276
HighTower Advisors
Illinois
$984K -$106K -3,026 -10%
CAM
277
Cresset Asset Management
Illinois
$967K +$985K +28,164 New
QSS
278
Quantitative Systematic Strategies
Florida
$957K -$128K -3,654 -12%
KAS
279
Kestra Advisory Services
Texas
$955K +$973K +27,810 New
Natixis Advisors
280
Natixis Advisors
Massachusetts
$953K +$22.5K +644 +2%
MNBTD
281
Moody National Bank Trust Division
Texas
$950K
IAA
282
Independent Advisor Alliance
North Carolina
$947K -$17.5K -500 -2%
MCM
283
Makena Capital Management
California
$938K
WKWM
284
Walter & Keenan Wealth Management
Indiana
$934K -$185K -5,300 -16%
OAM
285
Oppenheimer Asset Management
New York
$934K -$126K -3,603 -12%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$917K -$1.78K -51 -0.2%
ES
287
Equitec Specialists
Illinois
$901K +$918K +26,234 New
Wolverine Trading
288
Wolverine Trading
Illinois
$890K +$199K +5,687 +28%
KeyBank National Association
289
KeyBank National Association
Ohio
$885K
TFO
290
Tarbox Family Office
California
$859K
DTL
291
Dynamic Technology Lab
Singapore
$857K +$873K +24,949 New
Nordea Investment Management
292
Nordea Investment Management
Sweden
$849K -$1.37M -39,269 -62%
BCA
293
Bray Capital Advisors
Florida
$846K
Mackenzie Financial
294
Mackenzie Financial
Ontario, Canada
$832K -$5.42K -155 -0.6%
GP
295
Greenline Partners
New York
$829K -$30.1K -861 -3%
AB
296
Amalgamated Bank
New York
$823K -$2.34K -67 -0.3%
LWS
297
Lucia Wealth Services
California
$812K +$55.5K +1,587 +7%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$783K -$54.5K -1,557 -6%
Simplex Trading
299
Simplex Trading
Illinois
$776K +$662K +18,924 +514%
FFA
300
First Foundation Advisors
California
$772K

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.