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KKR & Co

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

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
326
Moloney Securities Asset Management
Missouri
$202K +$196K +8,587 New
AIM
327
Anchor Investment Management
South Carolina
$198K +$46 +2 +0%
SAS
328
Stelac Advisory Services
New York
$181K
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$176K +$171K +7,505 New
EMG
330
ETF Managers Group
New Jersey
$168K +$13.9K +612 +9%
RFC
331
Regions Financial Corp
Alabama
$164K -$52.5K -2,304 -25%
PH
332
Pinnacle Holdings
Oklahoma
$160K
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$157K +$47.9K +2,103 +383%
CFN
334
Cordasco Financial Network
Florida
$156K +$123K +5,391 +432%
CI
335
CAZ Investments
Texas
$155K +$150K +6,600 New
BEI
336
Benjamin Edwards Inc
Missouri
$153K +$148K +6,515 New
ASN
337
Advisory Services Network
Georgia
$143K +$3.28K +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 -$124K -5,448 -48%
CIAS
341
Capital Investment Advisory Services
North Carolina
$124K +$5.69K +250 +5%
BWP
342
Baldwin Wealth Partners
Massachusetts
$117K
GSWM
343
Golden State Wealth Management
California
$113K +$109K +4,795 New
FCA
344
FinTrust Capital Advisors
South Carolina
$104K -$25.3K -1,110 -20%
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$100K -$6.29K -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 +$10.9K +480 +14%
EWM
349
Edge Wealth Management
New York
$89K
GRP
350
Global Retirement Partners
California
$84K +$364 +16 +0.5%

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.