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KKR & Co
KKR

Overview Fund Activity

509 hedge funds and large institutions have $12.7B invested in KKR & Co in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 145 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+50
Holders Change %
+10.89%
% of All Funds
10.05%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.53%
New
92
Increased
145
Reduced
146
Closed
37
Calls
$164M
Puts
$144M
Net Calls
+$19.8M
Net Calls Change
+$52.7M

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
+$115M
2
Invesco
Invesco
Georgia
+$96.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M
4
WRF
Waddell & Reed Financial
Kansas
+$67.5M
5
AAMU
Amundi Asset Management US
Massachusetts
+$63.7M

Top Sellers

1
JSP
Jackson Square Partners
California
-$158M
2
PI
Putnam Investments
Massachusetts
-$147M
3
ECU
Egerton Capital (UK)
United Kingdom
-$74.4M
4
VH
ValueAct Holdings
California
-$67.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
301
William Blair & Company
Illinois
$601K +$158K +5,407 +36%
DWM
302
Dakota Wealth Management
Florida
$591K -$13K -447 -2%
MA
303
Mutual Advisors
Nebraska
$580K -$17.5K -600 -3%
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$575K – – –
Renaissance Technologies
305
Renaissance Technologies
New York
$562K +$562K +19,250 New
DLA
306
Douglas Lane & Associates
New York
$559K – – –
RhumbLine Advisers
307
RhumbLine Advisers
Massachusetts
$550K +$7.58K +260 +1%
NCM
308
Next Capital Management
New York
$540K – – –
AAM
309
AR Asset Management
California
$525K – – –
FM
310
Foster & Motley
Ohio
$524K -$155K -5,295 -23%
BBHC
311
Brown Brothers Harriman & Co
New York
$521K – – –
EFS
312
Essex Financial Services
Connecticut
$520K -$20.6K -706 -4%
SWP
313
Stratos Wealth Partners
Ohio
$511K +$2.28K +78 +0.4%
OAM
314
Optimal Asset Management
California
$510K +$510K +17,475 New
FSA
315
Franklin Street Advisors
North Carolina
$507K – – –
CAM
316
Cresset Asset Management
Illinois
$506K -$81.5K -2,796 -14%
EIP
317
Easterly Investment Partners
Massachusetts
$505K -$4.31M -147,680 -90%
SRCM
318
Sage Rock Capital Management
New York
$496K +$496K +17,000 New
DT
319
Diversified Trust
Tennessee
$495K -$9.44K -324 -2%
GLLW
320
Graves Light Lenhart Wealth
Virginia
$489K -$210K -7,220 -30%
SWM
321
Segment Wealth Management
Texas
$474K – – –
LW
322
Linscomb Wealth
Texas
$472K – – –
Natixis Advisors
323
Natixis Advisors
Massachusetts
$472K +$147K +5,020 +45%
HCM
324
Hodges Capital Management
Texas
$467K -$71.1K -2,436 -13%
SAM
325
Shell Asset Management
Netherlands
$465K -$254K -8,699 -35%
11 12
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