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KKR & Co
KKR

Overview Fund Activity

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
301
IHT Wealth Management
Illinois
$25K – – –
BDWM
302
Brewin Dolphin Wealth Management
Ireland
$24.4K +$24.4K +1,200 New
EWM
303
Evercore Wealth Management
New York
$21K – – –
OFS
304
Orrstown Financial Services
Pennsylvania
$20K – – –
YWP
305
YorkBridge Wealth Partners
New York
$20K – – –
SIAP
306
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
MCIA
307
Mountain Capital Investment Advisors
Colorado
$14K -$11.5K -573 -45%
RWA
308
Ropes Wealth Advisors
Massachusetts
$13K – – –
AIM
309
Advantage Investment Management
Iowa
$12K +$12K +590 New
VNA
310
Valley National Advisers
Pennsylvania
$10K -$9K – –
AAP
311
Arax Advisory Partners
Colorado
$7K +$58 +3 +0.8%
EWM
312
Endurance Wealth Management
Rhode Island
$6K +$6K +300 New
ADL
313
Asset Dedication LLC
California
$5K +$5K +256 New
PSW
314
Portfolio Strategies (Washington)
Washington
$4K – – –
WB
315
Webster Bank
Connecticut
$4K – – –
Walleye Trading
316
Walleye Trading
New York
$3.5K -$1.19K -58,496 -25%
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$3K – – –
HR
318
Howe & Rusling
New York
$2K -$1K – –
BC
319
Brookfield Corp
Ontario, Canada
– -$73.4M -3,943,461 Closed
SC
320
Sculptor Capital
New York
– -$5.62M -301,936 Closed
JAM
321
Jupiter Asset Management
United Kingdom
– -$2.66M -142,876 Closed
UAM
322
UAS Asset Management
New York
– -$2.29M -123,000 Closed
Citadel Advisors
323
Citadel Advisors
Florida
– -$2.11M -113,387 Closed
Jane Street
324
Jane Street
New York
– -$1.17M -63,106 Closed
IAA
325
Ironsides Asset Advisors
North Carolina
– -$755K -40,607 Closed
11 12
13
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