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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
326
Endurance Wealth Management
Rhode Island
$6K – – –
MFW
327
Mosaic Family Wealth
Missouri
$6K +$19 +1 +0.3%
VCM
328
Virtue Capital Management
Tennessee
$6K +$6K +292 New
ADL
329
Asset Dedication LLC
California
$5K – – –
LNB
330
Ledyard National Bank
$5K +$5K +250 New
BRC
331
Bell Rock Capital
Delaware
$5K +$5K +255 New
WB
332
Webster Bank
Connecticut
$4K -$40K -2,000 -91%
Nisa Investment Advisors
333
Nisa Investment Advisors
Missouri
$3K – – –
ACS
334
Archford Capital Strategies
Illinois
$3K +$3K +120 New
Nomura Holdings
335
Nomura Holdings
Japan
$2.35K +$2.35K +115,591 New
RE
336
RBC Europe
United Kingdom
$2.31K -$54.8K -2,700 -96%
HR
337
Howe & Rusling
New York
$2K – – –
DAM
338
Delta Asset Management
Tennessee
$2K +$2K +100 New
OTC
339
Opera Trading Capital
France
$843 -$374 -18,452 -31%
O
340
OppenheimerFunds
New York
– -$74.4M -3,532,000 Closed
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
– -$28.7M -1,361,210 Closed
LA
342
Lexington Advisors
New York
– -$27.4M -1,301,460 Closed
VLKIM
343
Van Lanschot Kempen Investment Management
Netherlands
– -$13.8M -653,098 Closed
Balyasny Asset Management
344
Balyasny Asset Management
Illinois
– -$7.34M -348,579 Closed
DG
345
Delek Group
Israel
– -$6.73M -320,000 Closed
GECH
346
Garnet Equity Capital Holdings
New York
– -$3.37M -160,000 Closed
SAM
347
Serengeti Asset Management
New York
– -$3.16M -150,000 Closed
HT
348
HAP Trading
New York
– -$2.01M -95,478 Closed
WCA
349
Waratah Capital Advisors
Ontario, Canada
– -$1.57M -74,492 Closed
PSF
350
Pacific Sun Financial
California
– -$1.55M -73,351 Closed
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