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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
2
JSP
Jackson Square Partners
California
$626M
3
BlackRock
BlackRock
New York
$303M
4
VVP
Vulcan Value Partners
Alabama
$694M
5
ECU
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
Bank of America
Bank of America
North Carolina
$102M
5
Citigroup
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
Mainstay Capital Management
Michigan
$41K – – –
Simplex Trading
327
Simplex Trading
Illinois
$40K -$2.18M -81,732 -98%
CFN
328
Cordasco Financial Network
Florida
$34K +$34K +1,247 New
LA
329
Legacy Advisors
Pennsylvania
$34K +$34K +1,250 New
CI
330
CX Institutional
Indiana
$33K – – –
BDWM
331
Brewin Dolphin Wealth Management
Ireland
$32.7K – – –
AAIM
332
Asset Advisors Investment Management
Georgia
$30K +$30K +1,102 New
YWP
333
YorkBridge Wealth Partners
New York
$28K – – –
CFGS
334
Concourse Financial Group Securities
Alabama
$28K +$28K +1,027 New
AA
335
AlphaMark Advisors
Kentucky
$27K +$27K +1,000 New
APP
336
Avantax Planning Partners
Iowa
$25K +$25K +934 New
AA
337
Ancora Advisors
Ohio
$22K +$22K +800 New
PWAG
338
Polaris Wealth Advisory Group
California
$20K +$20K +750 New
BFEC
339
Benjamin F. Edwards & Company
Missouri
$19K – – –
AIM
340
Advantage Investment Management
Iowa
$17K +$112 +4 +0.7%
NFG
341
Next Financial Group
Texas
$16K +$16K +600 New
PI
342
Parkside Investments
Illinois
$16K +$16K +600 New
FHA
343
First Horizon Advisors
Tennessee
$15K +$15K +565 New
CC
344
Claybrook Capital
Massachusetts
$14K – – –
IFAM
345
Institutional & Family Asset Management
Colorado
$14K +$110 +4 +0.8%
BWA
346
BDO Wealth Advisors
Florida
$14K +$14K +510 New
KTC
347
Kistler-Tiffany Companies
Pennsylvania
$14K +$14K +520 New
WCM
348
Whitener Capital Management
North Carolina
$13K +$13K +500 New
FPFS
349
First Personal Financial Services
North Carolina
$12K +$12K +437 New
RAM
350
Riggs Asset Management
Pennsylvania
$11K – – –
12 13
14
15 16