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KKR & Co
KKR

Overview Fund Activity

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BGC
326
Blue Granite Capital
South Carolina
– -$707K -38,000 Closed
WMSA
327
Weiss Multi-Strategy Advisers
New York
– -$701K -37,700 Closed
CWM
328
Concert Wealth Management
California
– -$699K -37,625 Closed
CG
329
Clinton Group
New York
– -$468K -25,169 Closed
DC
330
Davenport & Co
Virginia
– -$452K -24,305 Closed
SXL
331
Summit X LLC
Missouri
– -$443K -23,794 Closed
TCOV
332
Trust Company of Vermont
Vermont
– -$422K -22,700 Closed
AIA
333
Avalon Investment & Advisory
Texas
– -$364K -19,550 Closed
BCM
334
Bluefin Capital Management
New York
– -$300K -16,150 Closed
ID
335
Integral Derivatives
New York
– -$275K -14,800 Closed
FCH
336
Freestone Capital Holdings
Washington
– -$259K -13,951 Closed
FTIOP
337
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$247K -13,280 Closed
SF
338
Synovus Financial
Georgia
– -$205K -11,000 Closed
LWAC
339
Laurel Wealth Advisors (California)
California
– -$203K -10,917 Closed
FCIM
340
Fairview Capital Investment Management
California
– -$202K -10,835 Closed
SB
341
Suntrust Banks
Georgia
– -$199K -10,701 Closed
NA
342
NewEdge Advisors
Louisiana
– -$37.7K -2,000 Closed
First Manhattan
343
First Manhattan
New York
– -$18K -1,000 Closed
TDC
344
Thompson Davis & Co
Virginia
– -$14K -750 Closed
RAM
345
Riggs Asset Management
Pennsylvania
– -$13K -675 Closed
GI
346
Gradient Investments
Minnesota
– -$10K -515 Closed
PWM
347
Perigon Wealth Management
California
– -$5K -286 Closed
VWA
348
V Wealth Advisors
Kansas
– -$5K -250 Closed
WT
349
Whittier Trust
California
– -$4K -200 Closed
FPFS
350
First Personal Financial Services
North Carolina
– -$3K -174 Closed
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