KKR & Co
312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.
562% more call options, than puts
Call options by funds: $189M | Put options by funds: $28.6M
36% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 28
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
28% more capital invested
Capital invested by funds: $4.18B → $5.33B (+$1.15B)
4.18% more ownership
Funds ownership: 60.47% → 64.66% (+4.2%)
2% more funds holding
Funds holding: 305 → 312 (+7)
35% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$705M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$48.2M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$44.4M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$40.7M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$102M |
| 2 |
LCS
Levin Capital Strategies
New York
|
-$57.2M |
| 3 |
Citigroup
New York
|
-$49.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$47.6M |
| 5 |
Renaissance Technologies
New York
|
-$37.3M |
KKR Hedge Fund Activity: Q1 2017 in Review
312 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2017, worth a combined $5.33B — up 28% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new KKR positions and 28 closed out — a net gain of 10 holders — while 75 added to existing stakes and 115 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $705M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $102M sold.
- 312 institutional investors held KKR & Co (KKR) as of Q1 2017, up from 305 in Q4 2016.
- Funds reported $5.33B of KKR & Co stock for Q1 2017, up 28% quarter-over-quarter.
- 38 funds opened new KKR & Co positions in Q1 2017 and 28 closed out, a net change of +10 holders.
- The largest KKR & Co buyer in Q1 2017 was Morgan Stanley, an estimated $705M added.
- The largest KKR & Co seller in Q1 2017 was Thornburg Investment Management, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2017.