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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
301
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$19K +1,000 New
First Manhattan
302
First Manhattan
New York
$18K – – –
SEI Investments
303
SEI Investments
Pennsylvania
$17K -$14.7K -776 -46%
TDC
304
Thompson Davis & Co
Virginia
$14K +$4.67K +250 +50%
RAM
305
Riggs Asset Management
Pennsylvania
$13K – – –
RWA
306
Ropes Wealth Advisors
Massachusetts
$12K +$12K +658 New
GI
307
Gradient Investments
Minnesota
$10K – – –
VNA
308
Valley National Advisers
Pennsylvania
$9K -$9K – –
AAP
309
Arax Advisory Partners
Colorado
$7K +$59 +3 +0.8%
PWM
310
Perigon Wealth Management
California
$5K +$52 +3 +1%
VWA
311
V Wealth Advisors
Kansas
$5K +$5K +250 New
Walleye Trading
312
Walleye Trading
New York
$4.29K +$1.14K +61,085 +36%
WB
313
Webster Bank
Connecticut
$4K – – –
PSW
314
Portfolio Strategies (Washington)
Washington
$4K – – –
WT
315
Whittier Trust
California
$4K – – –
FPFS
316
First Personal Financial Services
North Carolina
$3K – – –
Envestnet Asset Management
317
Envestnet Asset Management
Illinois
$3K +$2.54K +150 +556%
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$2K – – –
AC
319
Alexandria Capital
Virginia
$2K +$19 +1 +1%
HR
320
Howe & Rusling
New York
$1K -$1K – –
AIM
321
Acrospire Investment Management
Illinois
$1K +$1K +42 New
IWM
322
IHT Wealth Management
Illinois
$103 -$153 -1,800 -60%
HI
323
Honeywell International
North Carolina
– -$13.1M -716,000 Closed
IG
324
ING Group
Netherlands
– -$9.12M -500,000 Closed
RC
325
Randolph Company
Ohio
– -$7.57M -415,400 Closed
11 12
13
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