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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
301
Willingdon Wealth Management
North Carolina
$41K – – –
BFEC
302
Benjamin F. Edwards & Company
Missouri
$39K +$101 +5 +0.3%
WEC
303
Winslow Evans & Crocker
Massachusetts
$35.3K – – –
SAM
304
Shamrock Asset Management
Texas
$35K – – –
ATC
305
Adirondack Trust Company
New York
$32K – – –
GWS
306
Glassman Wealth Services
Virginia
$30K +$30K +1,500 New
MOS
307
MGO One Seven
Ohio
$28K – – –
BDWM
308
Brewin Dolphin Wealth Management
Ireland
$24.4K – – –
OPWM
309
Oak Point Wealth Management
Michigan
$24K – – –
IWM
310
IHT Wealth Management
Illinois
$24K – – –
TODC
311
Trustees of Dartmouth College
New Hampshire
$24K – – –
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$24K – – –
YWP
313
YorkBridge Wealth Partners
New York
$21K – – –
PWAG
314
Polaris Wealth Advisory Group
California
$15K +$15K +750 New
MSTVIM
315
Messner & Smith Theme Value Investment Management
California
$15K +$15K +750 New
CAM
316
CenterStar Asset Management
Illinois
$13K -$1K – –
AIM
317
Advantage Investment Management
Iowa
$12K +$100 +5 +0.8%
WCM
318
Whitener Capital Management
North Carolina
$10K -$3.6K -180 -26%
GI
319
Gradient Investments
Minnesota
$10K – – –
VNA
320
Valley National Advisers
Pennsylvania
$10K -$11K – –
CC
321
Claybrook Capital
Massachusetts
$10K +$10K +500 New
TDC
322
Thompson Davis & Co
Virginia
$10K +$10K +500 New
IFAM
323
Institutional & Family Asset Management
Colorado
$10K +$10K +502 New
RAM
324
Riggs Asset Management
Pennsylvania
$8K – – –
AAP
325
Arax Advisory Partners
Colorado
$7K +$58 +3 +0.8%
11 12
13
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