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KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$200M
2
EIP
2
Epoch Investment Partners
New York
$147M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$133M
4
JCM
4
Junto Capital Management
New York
$74.8M
5
VVP
5
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$263M
2
VH
2
ValueAct Holdings
California
$1.29B
3
JSP
3
Jackson Square Partners
California
$664M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$325K -$178K -6,622 -35%
APCM
327
Arbiter Partners Capital Management
New York
$322K – – –
TRCT
328
Tower Research Capital (TRC)
New York
$321K +$279K +10,378 +670%
AWM
329
Aries Wealth Management
Maine
$320K – – –
V
330
Veritable
Delaware
$319K +$5.91K +220 +2%
SDWIA
331
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$317K +$48.4K +1,800 +18%
ANRIA
332
American National Registered Investment Advisor
Texas
$303K – – –
Natixis Advisors
333
Natixis Advisors
Massachusetts
$299K +$29.4K +1,096 +11%
M&T Bank
334
M&T Bank
New York
$295K -$6.36K -237 -2%
HBWM
335
Hollow Brook Wealth Management
New York
$295K – – –
AIC
336
Ameritas Investment Company
Nebraska
$295K +$34.3K +1,272 +13%
DTL
337
Dynamic Technology Lab
Singapore
$292K +$292K +10,870 New
BTS
338
BB&T Securities
Virginia
$291K -$7.17K -268 -2%
SPIO
339
Seven Post Investment Office
California
$285K +$285K +10,600 New
LWAC
340
Laurel Wealth Advisors (California)
California
$283K +$283K +10,528 New
SRC
341
Sage Rhino Capital
California
$281K -$78.6K -2,925 -22%
GC
342
Guggenheim Capital
Illinois
$276K +$13.5K +501 +5%
MMA
343
Miracle Mile Advisors
California
$273K +$1.93K +72 +0.7%
MML Investors Services
344
MML Investors Services
Massachusetts
$271K -$20.8K -774 -7%
BFA
345
Beaumont Financial Advisors
Massachusetts
$269K – – –
WWM
346
Western Wealth Management
Colorado
$267K +$18.8K +700 +8%
DADC
347
D.A. Davidson & Co
Montana
$263K +$35.6K +1,326 +16%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$260K +$13.8K +514 +6%
COI
349
Capital One Investing
Virginia
$256K -$6.67K -250 -3%
SMH
350
Sanders Morris Harris
Texas
$256K – – –
12 13
14
15 16