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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
326
Regions Financial Corp
Alabama
$570K +$60.2K +1,721 +12%
Walleye Capital
327
Walleye Capital
New York
$569K +$579K +16,560 New
MA
328
Mutual Advisors
Nebraska
$568K -$70.7K -2,021 -11%
RRAM
329
River Road Asset Management
Kentucky
$568K +$578K +16,537 New
LIA
330
LS Investment Advisors
Michigan
$560K
SCM
331
Silvant Capital Management
Georgia
$557K
LW
332
Linscomb Wealth
Texas
$556K
UIM
333
USS Investment Management
United Kingdom
$549K +$87.3K +2,496 +18%
ANI
334
American National Insurance
Texas
$539K
GCP
335
GSA Capital Partners
United Kingdom
$519K +$528K +15,108 New
SWP
336
Stratos Wealth Partners
Ohio
$516K -$4.3K -123 -0.8%
Mirae Asset Global Investments
337
Mirae Asset Global Investments
South Korea
$514K -$457K -13,074 -47%
DLA
338
Douglas Lane & Associates
New York
$484K
RG
339
Rathbones Group
United Kingdom
$482K
GIM
340
Guardian Investment Management
California
$472K -$17.5K -500 -4%
ECM
341
ExodusPoint Capital Management
New York
$464K +$473K +13,510 New
AAS
342
Avantax Advisory Services
Texas
$456K +$464K +13,261 New
Verition Fund Management
343
Verition Fund Management
Connecticut
$455K +$463K +13,236 New
MC
344
Moors & Cabot
Massachusetts
$451K -$13.5K -385 -3%
LCM
345
Laurion Capital Management
New York
$443K +$451K +12,901 New
FCCM
346
First City Capital Management
Georgia
$419K +$403K +11,520 New
AIC
347
Ameritas Investment Company
Nebraska
$418K
AWM
348
Aries Wealth Management
Maine
$418K
Prudential Financial
349
Prudential Financial
New Jersey
$416K +$21K +600 +5%
Mariner
350
Mariner
Kansas
$413K +$4.27K +122 +1%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.