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KKR & Co
KKR

305 hedge funds and large institutions have $4.18B invested in KKR & Co in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $144M | Put options by funds: $43.5M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.76B → $4.18B (+$426M)

4% more funds holding

Funds holding: 293 → 305 (+12)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.01% less ownership

Funds ownership: 60.49% → 60.47% (-0.01%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
305
Holders Change
+12
Holders Change %
+4.1%
% of All Funds
7.63%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
47
Increased
88
Reduced
110
Closed
31
Calls
$144M
Puts
$43.5M
Net Calls
+$100M
Net Calls Change
+$53.5M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$107M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
+$70.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$68.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$60.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
FPP
Findlay Park Partners
United Kingdom
-$94.5M
2
GC
GMT Capital
Georgia
-$79.3M
3
IG
ING Group
Netherlands
-$71.4M
4
N
Natixis
France
-$28.6M
5
TG
TCW Group
California
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
326
Strategy Asset Managers
California
– -$147K -10,322 Closed
QT
327
Quantbot Technologies
New York
– -$139K -9,786 Closed
PWM
328
Perigon Wealth Management
California
– -$138K -9,708 Closed
PCM
329
Prelude Capital Management
New York
– -$103K -7,246 Closed
ClearBridge Investments
330
ClearBridge Investments
New York
– -$73K -5,100 Closed
ST
331
Smithfield Trust
Pennsylvania
– -$50K -3,500 Closed
IWMPD
332
Integrated Wealth Management (Palm Desert)
California
– -$37K -2,605 Closed
SIM
333
Sonora Investment Management
Arizona
– -$31.8K -2,228 Closed
LWA
334
Lenox Wealth Advisors
New York
– -$31K -2,198 Closed
HIIFS
335
Harel Insurance Investments & Financial Services
Israel
– -$12K -865 Closed
JWA
336
JFS Wealth Advisors
Pennsylvania
– -$8K -570 Closed
JFA
337
JNBA Financial Advisors
Minnesota
– -$2K -150 Closed
S
338
SignatureFD
Georgia
– -$2K -150 Closed
SMH
339
Sanders Morris Harris
Texas
– -$745K -52 Closed
10 11 12 13
14

KKR Hedge Fund Activity: Q4 2016 in Review

305 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2016, worth a combined $4.18B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KKR positions and 31 closed out — a net gain of 16 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $107M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $94.5M sold.

  • 305 institutional investors held KKR & Co (KKR) as of Q4 2016, up from 293 in Q3 2016.
  • Funds reported $4.18B of KKR & Co stock for Q4 2016, up 11% quarter-over-quarter.
  • 47 funds opened new KKR & Co positions in Q4 2016 and 31 closed out, a net change of +16 holders.
  • The largest KKR & Co buyer in Q4 2016 was Citigroup, an estimated $107M added.
  • The largest KKR & Co seller in Q4 2016 was Findlay Park Partners, an estimated $94.5M sold.

Based on aggregated 13F filings for Q4 2016.