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KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$200M
2
EIP
2
Epoch Investment Partners
New York
$147M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$133M
4
JCM
4
Junto Capital Management
New York
$74.8M
5
VVP
5
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$263M
2
VH
2
ValueAct Holdings
California
$1.29B
3
JSP
3
Jackson Square Partners
California
$664M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Segment Wealth Management
Texas
$436K – – –
LW
302
Linscomb Wealth
Texas
$434K – – –
ANI
303
American National Insurance
Texas
$422K – – –
RG
304
Rathbones Group
United Kingdom
$417K +$417K +15,530 New
DI
305
Diligent Investors
California
$415K -$7.89K -294 -2%
Balyasny Asset Management
306
Balyasny Asset Management
Illinois
$415K +$415K +15,465 New
FHB
307
First Hawaiian Bank
Hawaii
$413K – – –
William Blair & Company
308
William Blair & Company
Illinois
$408K -$139K -5,172 -25%
AWA
309
Arete Wealth Advisors
Illinois
$401K +$18.6K +695 +5%
FM
310
Family Management
New York
$382K +$100K +3,738 +36%
WSTAM
311
Wilbanks Smith & Thomas Asset Management
Virginia
$379K -$3.23M -120,364 -90%
APA
312
American Portfolios Advisors
New York
$379K +$9.77K +364 +3%
BNP Paribas Asset Management
313
BNP Paribas Asset Management
France
$370K -$43.6K -1,621 -11%
SAS
314
Stelac Advisory Services
New York
$368K +$15.8K +588 +4%
Kovitz Investment Group Partners
315
Kovitz Investment Group Partners
Illinois
$364K +$364K +13,542 New
FMBTD
316
First Midwest Bank Trust Division
Illinois
$356K +$53.7K +1,999 +18%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$350K -$87.9K -3,281 -20%
NI
318
NFC Investments
Tennessee
$350K +$117K +4,350 +50%
EGA
319
E&G Advisors
Texas
$349K -$13.4K -500 -4%
PMG
320
ProVise Management Group
Florida
$347K +$26.9K +1,000 +8%
EOJOAM
321
E. Ohman J:or Asset Management
Sweden
$344K -$217K -8,100 -39%
Squarepoint
322
Squarepoint
New York
$332K -$2.24M -83,335 -87%
BGIM
323
Brandywine Global Investment Management
Pennsylvania
$331K -$50.5M -1,881,430 -99%
BAM
324
Belpointe Asset Management
Nevada
$331K -$199K -7,405 -38%
SS
325
Sunbelt Securities
Texas
$328K +$328K +12,217 New
11 12
13
14 15