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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
326
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$5.47M -300,000 Closed
JRP
327
Jasper Ridge Partners
California
– -$4.45M -243,866 Closed
RO
328
Reservoir Operations
New York
– -$2.6M -142,732 Closed
SCM
329
Springhouse Capital Management
Connecticut
– -$1.89M -103,832 Closed
SC
330
Scotia Capital
Ontario, Canada
– -$1.28M -70,021 Closed
Schroder Investment Management Group
331
Schroder Investment Management Group
United Kingdom
– -$521K -28,352 Closed
GEM
332
Global Endowment Management
North Carolina
– -$427K -23,440 Closed
Simplex Trading
333
Simplex Trading
Illinois
– -$422K -23,198 Closed
BTS
334
BB&T Securities
Virginia
– -$339K -18,610 Closed
DBT
335
Dubuque Bank & Trust
Iowa
– -$314K -17,245 Closed
DWM
336
Destination Wealth Management
California
– -$292K -16,000 Closed
CG
337
Caprock Group
Idaho
– -$279K -15,300 Closed
Allianz Asset Management
338
Allianz Asset Management
Germany
– -$233K -12,755 Closed
KIA
339
KCM Investment Advisors
California
– -$226K -12,400 Closed
DWA
340
Douglass Winthrop Advisors
New York
– -$203K -11,150 Closed
NG
341
NatWest Group
United Kingdom
– -$200K -10,995 Closed
PAS
342
Park Avenue Securities
New York
– -$195K -10,856 Closed
ICOA
343
Investment Centers of America
North Dakota
– -$184K -10,067 Closed
KJHP
344
K.J. Harrison & Partners
Ontario, Canada
– -$182K -10,000 Closed
KPCM
345
Kings Point Capital Management
New York
– -$96K -5,263 Closed
MCA
346
Mercer Capital Advisers
New Jersey
– -$91K -5,000 Closed
WP
347
WealthPLAN Partners
Nebraska
– -$58.6K -3,314 Closed
CAG
348
Crestwood Advisors Group
Massachusetts
– -$37K -2,000 Closed
CBT
349
Central Bank & Trust
Kentucky
– -$22K -1,200 Closed
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
– -$17K -1,000 Closed
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14
15