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KKR & Co
KKR

Overview Fund Activity

509 hedge funds and large institutions have $12.7B invested in KKR & Co in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 145 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+50
Holders Change %
+10.89%
% of All Funds
10.05%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.53%
New
92
Increased
145
Reduced
146
Closed
37
Calls
$164M
Puts
$144M
Net Calls
+$19.8M
Net Calls Change
+$52.7M

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
+$115M
2
Invesco
Invesco
Georgia
+$96.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M
4
WRF
Waddell & Reed Financial
Kansas
+$67.5M
5
AAMU
Amundi Asset Management US
Massachusetts
+$63.7M

Top Sellers

1
JSP
Jackson Square Partners
California
-$158M
2
PI
Putnam Investments
Massachusetts
-$147M
3
ECU
Egerton Capital (UK)
United Kingdom
-$74.4M
4
VH
ValueAct Holdings
California
-$67.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$56.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
326
Gideon Capital Advisors
New York
$460K +$460K +15,755 New
PTP
327
Platform Technology Partners
New York
$460K +$460K +15,784 New
ANI
328
American National Insurance
Texas
$458K – – –
RG
329
Rathbones Group
United Kingdom
$453K – – –
BAM
330
Belpointe Asset Management
Nevada
$443K +$83.4K +2,862 +23%
Baird Financial Group
331
Baird Financial Group
Wisconsin
$438K -$46.1K -1,579 -10%
APA
332
American Portfolios Advisors
New York
$437K +$26K +892 +6%
EH
333
Equitable Holdings
New York
$428K +$428K +14,669 New
DI
334
Diligent Investors
California
$422K -$29K -995 -6%
FM
335
Family Management
New York
$415K – – –
SAS
336
Stelac Advisory Services
New York
$415K +$15.8K +541 +4%
FHB
337
First Hawaiian Bank
Hawaii
$403K -$46.7K -1,600 -10%
WSTAM
338
Wilbanks Smith & Thomas Asset Management
Virginia
$397K -$14.6K -501 -4%
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$395K – – –
SFG
340
Sather Financial Group
Texas
$393K +$393K +13,486 New
FMBTD
341
First Midwest Bank Trust Division
Illinois
$386K – – –
ALAM
342
Asahi Life Asset Management
Japan
$386K +$386K +13,240 New
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$379K -$2.16K -74 -0.6%
EGA
344
E&G Advisors
Texas
$379K – – –
PMG
345
ProVise Management Group
Florida
$377K – – –
SDWIA
346
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$373K +$29.1K +1,000 +8%
AWA
347
Arete Wealth Advisors
Illinois
$362K -$73.6K -2,525 -17%
BGIM
348
Brandywine Global Investment Management
Pennsylvania
$362K – – –
SS
349
Sunbelt Securities
Texas
$357K +$642 +22 +0.2%
US Bancorp
350
US Bancorp
Minnesota
$357K +$5.33K +183 +2%
12 13
14
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