KKR & Co
316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.
134% more call options, than puts
Call options by funds: $78.3M | Put options by funds: $33.5M
10% more capital invested
Capital invested by funds: $5.69B → $6.25B (+$565M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
6% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 101
0% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 34
0.76% less ownership
Funds ownership: 66.28% → 65.51% (-0.76%)
1% less funds holding
Funds holding: 319 → 316 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$769M |
| 2 |
JP Morgan Chase
New York
|
+$57.4M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$52.4M |
| 4 |
Renaissance Technologies
New York
|
+$44.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$602M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$164M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
-$81.3M |
| 4 |
LA
Lexington Advisors
New York
|
-$74.6M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$73.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPFS
351
First Personal Financial Services
Charlotte,
North Carolina
| – | -$3K | -174 | Closed |
|
352
Envestnet Asset Management
Chicago,
Illinois
| – | -$2.85K | -150 | -85% |
|
|
AC
353
Alexandria Capital
Arlington,
Virginia
| – | -$2K | -104 | Closed |
|
|
AIM
354
Acrospire Investment Management
Chicago,
Illinois
| – | -$1K | -42 | Closed |
|
KKR Hedge Fund Activity: Q3 2017 in Review
316 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2017, worth a combined $6.25B — up 9.9% from $5.69B a quarter earlier.
Fund positioning in KKR was balanced in Q3 2017: 34 funds opened new positions, 34 closed out, 107 added to existing stakes and 101 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $769M. The largest seller was Morgan Stanley, cutting an estimated $602M.
- 316 institutional investors held KKR & Co (KKR) as of Q3 2017, down from 319 in Q2 2017.
- Funds reported $6.25B of KKR & Co stock for Q3 2017, up 9.9% quarter-over-quarter.
- 34 funds opened new KKR & Co positions in Q3 2017 and 34 closed out, a net change of 0 holders.
- The largest KKR & Co buyer in Q3 2017 was ValueAct Holdings, an estimated $769M added.
- The largest KKR & Co seller in Q3 2017 was Morgan Stanley, an estimated $602M sold.
Based on aggregated 13F filings for Q3 2017.