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KKR & Co
KKR

Overview Fund Activity

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
9%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$132M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$113M
3
State Street
State Street
Massachusetts
+$97.4M
4
BlackRock
BlackRock
New York
+$89.8M
5
IAM
Iridian Asset Management
Connecticut
+$87.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$59.5M
2
Goldman Sachs
Goldman Sachs
New York
-$50.3M
3
Morgan Stanley
Morgan Stanley
New York
-$41.8M
4
PI
Putnam Investments
Massachusetts
-$30.8M
5
VVP
Vulcan Value Partners
Alabama
-$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
326
Moloney Securities Asset Management
Missouri
$202K +$202K +8,587 New
AIM
327
Anchor Investment Management
South Carolina
$198K +$47 +2 +0%
SAS
328
Stelac Advisory Services
New York
$181K – – –
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$176K +$176K +7,505 New
EMG
330
ETF Managers Group
New Jersey
$168K +$14.4K +612 +9%
RFC
331
Regions Financial Corp
Alabama
$164K -$54K -2,304 -25%
PH
332
Pinnacle Holdings
Oklahoma
$160K – – –
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$157K +$124K +2,103 +383%
CFN
334
Cordasco Financial Network
Florida
$156K +$127K +5,391 +432%
CI
335
CAZ Investments
Texas
$155K +$155K +6,600 New
BEI
336
Benjamin Edwards Inc
Missouri
$153K +$153K +6,515 New
ASN
337
Advisory Services Network
Georgia
$143K +$3.39K +144 +2%
Lazard Asset Management
338
Lazard Asset Management
New York
$140K – – –
DSC
339
Duncker Streett & Co
Missouri
$138K – – –
CSS
340
Cubist Systematic Strategies
Connecticut
$136K -$128K -5,448 -48%
CIAS
341
Capital Investment Advisory Services
North Carolina
$124K +$5.88K +250 +5%
BWP
342
Baldwin Wealth Partners
Massachusetts
$117K – – –
GSWM
343
Golden State Wealth Management
California
$113K +$113K +4,795 New
FCA
344
FinTrust Capital Advisors
South Carolina
$104K -$26.1K -1,110 -20%
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$100K -$6.49K -276 -6%
SFSIG
346
San Francisco Sentry Investment Group
California
$96K – – –
FANJ
347
Financial Architects (New Jersey)
New Jersey
$91K – – –
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.3K +$11.3K +480 +14%
EWM
349
Edge Wealth Management
New York
$89K – – –
GRP
350
Global Retirement Partners
California
$84K +$377 +16 +0.5%
12 13
14
15 16