KKR & Co
319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.
166% more call options, than puts
Call options by funds: $79.6M | Put options by funds: $29.9M
31% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 35
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
7% more capital invested
Capital invested by funds: $5.33B → $5.69B (+$355M)
2% more funds holding
Funds holding: 312 → 319 (+7)
1.62% more ownership
Funds ownership: 64.66% → 66.28% (+1.6%)
3% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$188M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
+$91.5M |
| 3 |
JP Morgan Chase
New York
|
+$77.3M |
| 4 |
GC
GMT Capital
Atlanta,
Georgia
|
+$72.7M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lexington Advisors
New York
|
-$61.1M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$44.1M |
| 3 |
Goldman Sachs
New York
|
-$40.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.4M |
| 5 |
SAMH
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
-$23M |
KKR Hedge Fund Activity: Q2 2017 in Review
319 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2017, worth a combined $5.69B — up 6.7% from $5.33B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new KKR positions and 35 closed out — a net gain of 11 holders — while 97 added to existing stakes and 94 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $188M. The largest seller was Lexington Advisors, cutting an estimated $61.1M.
- 319 institutional investors held KKR & Co (KKR) as of Q2 2017, up from 312 in Q1 2017.
- Funds reported $5.69B of KKR & Co stock for Q2 2017, up 6.7% quarter-over-quarter.
- 46 funds opened new KKR & Co positions in Q2 2017 and 35 closed out, a net change of +11 holders.
- The largest KKR & Co buyer in Q2 2017 was Principal Financial Group, an estimated $188M added.
- The largest KKR & Co seller in Q2 2017 was Lexington Advisors, an estimated $61.1M sold.
Based on aggregated 13F filings for Q2 2017.