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KKR & Co
KKR

Overview Fund Activity

475 hedge funds and large institutions have $10.2B invested in KKR & Co in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 165 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-34
Holders Change %
-6.68%
% of All Funds
10.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.55%
New
61
Increased
158
Reduced
165
Closed
90
Calls
$153M
Puts
$93.2M
Net Calls
+$60M
Net Calls Change
+$40.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$227M
2
Invesco
Invesco
Georgia
$291M
3
BlackRock
BlackRock
New York
$442M
4
MC
Maverick Capital
Texas
$115M
5
Federated Hermes
Federated Hermes
Pennsylvania
$69.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.23M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
JCM
Junto Capital Management
New York
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$27M
5
Pzena Investment Management
Pzena Investment Management
New York
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
301
Franklin Street Advisors
North Carolina
$408K – – –
LIA
302
LS Investment Advisors
Michigan
$401K -$101K -4,287 -20%
William Blair & Company
303
William Blair & Company
Illinois
$384K -$100K -4,257 -21%
SAM
304
Shell Asset Management
Netherlands
$381K +$7.04K +300 +2%
SCM
305
Silvant Capital Management
Georgia
$381K +$381K +16,221 New
LW
306
Linscomb Wealth
Texas
$380K – – –
APA
307
American Portfolios Advisors
New York
$376K +$24.2K +1,029 +7%
SWP
308
Stratos Wealth Partners
Ohio
$372K -$39.2K -1,668 -10%
PTP
309
Platform Technology Partners
New York
$370K – – –
ANI
310
American National Insurance
Texas
$368K – – –
State Board of Administration of Florida Retirement System
311
State Board of Administration of Florida Retirement System
Florida
$357K +$162K +6,908 +83%
EH
312
Equitable Holdings
New York
$349K +$4.51K +192 +1%
RFC
313
Regions Financial Corp
Alabama
$349K +$349K +14,874 New
GAM
314
Gotham Asset Management
New York
$341K +$341K +14,511 New
BAM
315
Belpointe Asset Management
Nevada
$340K -$16.3K -695 -5%
DWM
316
Dakota Wealth Management
Florida
$330K -$145K -6,197 -31%
RhumbLine Advisers
317
RhumbLine Advisers
Massachusetts
$323K -$119K -5,080 -27%
DLA
318
Douglas Lane & Associates
New York
$319K -$131K -5,571 -29%
FHB
319
First Hawaiian Bank
Hawaii
$317K -$7.04K -300 -2%
FMBTD
320
First Midwest Bank Trust Division
Illinois
$311K – – –
Baird Financial Group
321
Baird Financial Group
Wisconsin
$305K -$46.9K -2,001 -13%
ASN
322
Advisory Services Network
Georgia
$299K +$176K +7,499 +143%
PMG
323
ProVise Management Group
Florida
$296K -$7.04K -300 -2%
UR
324
USCA RIA
Texas
$296K +$75.6K +3,225 +34%
GWM
325
Geneos Wealth Management
Colorado
$283K +$229K +9,334 +422%
11 12
13
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