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KKR & Co
KKR

Overview Fund Activity

366 hedge funds and large institutions have $7.63B invested in KKR & Co in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.17%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
74
Increased
116
Reduced
102
Closed
72
Calls
$224M
Puts
$51.8M
Net Calls
+$172M
Net Calls Change
-$91.3M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$549M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M
3
VVP
3
Vulcan Value Partners
Alabama
$576M
4
MC
4
Maverick Capital
Texas
$83.6M
5
ACM
5
AKRE Capital Management
Virginia
$248M

Top Sellers

1
N
1
Natixis
France
$270K
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$361M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
326
CX Institutional
Indiana
$24K – – –
TODC
327
Trustees of Dartmouth College
New Hampshire
$24K +$24K +1,200 New
BDWM
328
Brewin Dolphin Wealth Management
Ireland
$23.6K – – –
KPW
329
Kore Private Wealth
New York
$21K +$21K +1,052 New
YWP
330
YorkBridge Wealth Partners
New York
$20K – – –
AA
331
AlphaMark Advisors
Kentucky
$20K – – –
ESB
332
Essex Savings Bank
Connecticut
$20K +$20K +1,000 New
BFEC
333
Benjamin F. Edwards & Company
Missouri
$19K +$5.74K +294 +43%
LFG
334
Larson Financial Group
Missouri
$18K +$18K +900 New
AAMU
335
Amundi Asset Management US
Massachusetts
$15.8K -$9.33K -475,500 -37%
FPFS
336
First Personal Financial Services
North Carolina
$14K +$5.25K +262 +60%
AIM
337
Advantage Investment Management
Iowa
$12K +$78 +4 +0.7%
FHA
338
First Horizon Advisors
Tennessee
$11K +$77 +4 +0.7%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +549 New
BWA
340
BDO Wealth Advisors
Florida
$10K – – –
KTC
341
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
IFAM
342
Institutional & Family Asset Management
Colorado
$10K +$59 +3 +0.6%
CFA
343
Carroll Financial Associates
North Carolina
$10K +$1.79K +94 +22%
LPC
344
Loeb Partners Corp
New York
$10K +$10K +500 New
CFA
345
Clarfeld Financial Advisors
New York
$10K +$10K +500 New
WCM
346
Whitener Capital Management
North Carolina
$9K – – –
FNBOSM
347
First National Bank of South Miami
Florida
$9K +$9K +400 New
RAM
348
Riggs Asset Management
Pennsylvania
$8K – – –
EWM
349
Endurance Wealth Management
Rhode Island
$6K – – –
MFW
350
Mosaic Family Wealth
Missouri
$6K – – –
12 13
14
15 16