KKR icon

KKR & Co
KKR

Overview Fund Activity

366 hedge funds and large institutions have $7.63B invested in KKR & Co in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.17%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
74
Increased
116
Reduced
102
Closed
72
Calls
$224M
Puts
$51.8M
Net Calls
+$172M
Net Calls Change
-$91.3M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$549M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M
3
VVP
3
Vulcan Value Partners
Alabama
$576M
4
MC
4
Maverick Capital
Texas
$83.6M
5
ACM
5
AKRE Capital Management
Virginia
$248M

Top Sellers

1
N
1
Natixis
France
$270K
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$361M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
301
Financial Architects (New Jersey)
New Jersey
$76K – – –
EWM
302
Edge Wealth Management
New York
$75K – – –
GRP
303
Global Retirement Partners
California
$70K -$17.3K -880 -20%
SQA
304
Simon Quick Advisors
New Jersey
$67K +$67K +3,392 New
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.2K +$1.35K +69 +2%
GWM
306
Geneos Wealth Management
Colorado
$65K -$30.2K -1,558 -32%
WCM
307
WealthBridge Capital Management
Ohio
$60K +$60K +3,036 New
SWM
308
SeaCrest Wealth Management
New York
$54K -$11.9K -600 -18%
WTB
309
Washington Trust Bank
Washington
$48K – – –
MWC
310
MBM Wealth Consultants
Missouri
$41K +$41K +2,085 New
OIA
311
Optimum Investment Advisors
Illinois
$40K – – –
WIM
312
Westside Investment Management
California
$39.3K +$39.3K +2,000 New
PCG
313
Private Capital Group
Connecticut
$39K – – –
WWM
314
Willingdon Wealth Management
North Carolina
$39K -$55K – –
FA
315
Fortis Advisors
Pennsylvania
$39K +$39K +2,000 New
BL
316
Balentine LLC
Georgia
$39K +$39K +2,000 New
WEC
317
Winslow Evans & Crocker
Massachusetts
$38K – – –
CAM
318
Close Asset Management
United Kingdom
$37K -$2.4M -58,284 -98%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$34K -$12.3K -622 -27%
SAM
320
Shamrock Asset Management
Texas
$30K – – –
NFG
321
Next Financial Group
Texas
$29K +$17.4K +900 +150%
UBS AM
322
UBS AM
Illinois
$29K -$21.1K -1,074 -42%
FBT
323
First Bank & Trust
South Dakota
$28K +$28K +1,434 New
HNB
324
Huntington National Bank
Ohio
$25K -$42.6K -2,175 -63%
CFN
325
Cordasco Financial Network
Florida
$24K – – –
11 12
13
14 15