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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
301
B. Riley Wealth Advisors
Florida
$761K -$94.6K -2,704 -11%
OFG
302
Oxford Financial Group
Indiana
$749K
LDB
303
Lee, Danner & Bass
Tennessee
$742K
SPIA
304
Steward Partners Investment Advisory
New York
$742K +$41.9K +1,198 +6%
Comerica Bank
305
Comerica Bank
Texas
$734K -$9.51K -272 -1%
DCM
306
Dupont Capital Management
Delaware
$730K +$169K +4,834 +29%
AIM
307
Axiom Investment Management
New York
$723K +$2.76K +79 +0.4%
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$712K
IAN
309
Integrated Advisors Network
Texas
$704K -$525 -15 -0.1%
EPA
310
Element Pointe Advisors
Florida
$695K
SFFS
311
Stonehage Fleming Financial Services
Jersey
$693K
BAM
312
Blueshift Asset Management
New Jersey
$692K +$705K +20,153 New
FPCG
313
Fort Pitt Capital Group
Pennsylvania
$669K -$176K -5,043 -21%
M&T Bank
314
M&T Bank
New York
$648K +$128K +3,670 +24%
PSP
315
Principal Street Partners
Tennessee
$643K
SPIO
316
Seven Post Investment Office
California
$642K
BBHC
317
Brown Brothers Harriman & Co
New York
$631K
O
318
Ossiam
France
$627K +$638K +18,246 New
AAM
319
AR Asset Management
California
$618K
EFS
320
Essex Financial Services
Connecticut
$618K +$24.6K +704 +4%
NCM
321
Next Capital Management
New York
$612K +$624K +17,835 New
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$598K -$336K -9,596 -36%
FSA
323
Franklin Street Advisors
North Carolina
$597K
IRF
324
IBM Retirement Fund
New York
$595K +$170K +4,861 +39%
CHAM
325
Clear Harbor Asset Management
Connecticut
$576K

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.