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KKR & Co
KKR

Overview Fund Activity

333 hedge funds and large institutions have $6.98B invested in KKR & Co in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.56%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
54
Increased
106
Reduced
101
Closed
34
Calls
$79.7M
Puts
$27.9M
Net Calls
+$51.8M
Net Calls Change
+$7.02M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$159M
2
UBS Group
2
UBS Group
Switzerland
$221M
3
Citigroup
3
Citigroup
New York
$203M
4
Bank of America
4
Bank of America
North Carolina
$311M
5
Morgan Stanley
5
Morgan Stanley
New York
$535M

Top Sellers

1
LA
1
Lexington Advisors
New York
$27.4M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$67.2M
5
AIM
5
Artemis Investment Management
United Kingdom
$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$49K +$4.23K +200 +9%
WB
302
Webster Bank
Connecticut
$46K +$41.8K +2,000 +1,000%
ASN
303
Advisory Services Network
Georgia
$45K -$45.6K -2,181 -50%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$40K -$4.82K -231 -11%
WEC
305
Winslow Evans & Crocker
Massachusetts
$36.6K – – –
ATC
306
Adirondack Trust Company
New York
$32K – – –
SAM
307
Shamrock Asset Management
Texas
$32K – – –
MOS
308
MGO One Seven
Ohio
$29K +$29K +1,365 New
IWM
309
IHT Wealth Management
Illinois
$27K – – –
BDWM
310
Brewin Dolphin Wealth Management
Ireland
$25.3K – – –
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$25K +$25K +1,200 New
OPWM
312
Oak Point Wealth Management
Michigan
$25K +$25K +1,200 New
TODC
313
Trustees of Dartmouth College
New Hampshire
$25K +$25K +1,200 New
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$23K -$21K -990 -48%
YWP
315
YorkBridge Wealth Partners
New York
$22K – – –
EWM
316
Evercore Wealth Management
New York
$21K – – –
WCM
317
Whitener Capital Management
North Carolina
$14K +$14K +680 New
AIM
318
Advantage Investment Management
Iowa
$13K +$109 +5 +0.8%
VNA
319
Valley National Advisers
Pennsylvania
$11K -$10K – –
THWM
320
Taylor Hoffman Wealth Management
Virginia
$11K +$11K +510 New
GI
321
Gradient Investments
Minnesota
$11K +$11K +515 New
RAM
322
Riggs Asset Management
Pennsylvania
$9K +$9K +418 New
LC
323
Landaas & Company
Wisconsin
$8K +$8K +400 New
MFW
324
Mosaic Family Wealth
Missouri
$7K -$45K -1,999 -87%
AAP
325
Arax Advisory Partners
Colorado
$7K +$58 +3 +0.8%
11 12
13
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