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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
351
Raymond James Financial Services Advisors
Florida
– -$1.26M -59,688 Closed
JG
352
Jefferies Group
New York
– -$1.16M -55,000 Closed
GCC
353
Game Creek Capital
Massachusetts
– -$1.04M -49,529 Closed
HS
354
HighVista Strategies
Massachusetts
– -$1.04M -49,529 Closed
LWM
355
Lyell Wealth Management
California
– -$821K -39,000 Closed
SGM
356
Skye Global Management
Florida
– -$759K -36,000 Closed
IH
357
IFC Holdings
Florida
– -$420K -19,898 Closed
BCM
358
Bluefin Capital Management
New York
– -$335K -15,900 Closed
LSAG
359
Lake Street Advisors Group
New Hampshire
– -$310K -14,703 Closed
RG
360
Rathbones Group
United Kingdom
– -$290K -13,759 Closed
CAN
361
Cetera Advisor Networks
California
– -$282K -13,391 Closed
BCM
362
Bienville Capital Management
New York
– -$274K -13,000 Closed
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
– -$255K -12,105 Closed
SSG
364
Summit Securities Group
New York
– -$225K -10,700 Closed
WS
365
Wedbush Securities
California
– -$217K -10,290 Closed
BTS
366
BB&T Securities
Virginia
– -$206K -9,800 Closed
MSAM
367
Moloney Securities Asset Management
Missouri
– -$202K -9,568 Closed
SBA
368
Seven Bridges Advisors
New York
– -$142K -6,724 Closed
EWM
369
Evercore Wealth Management
New York
– -$21K -1,020 Closed
THWM
370
Taylor Hoffman Wealth Management
Virginia
– -$11K -510 Closed
LC
371
Landaas & Company
Wisconsin
– -$8K -400 Closed
BCM
372
Brasada Capital Management
Texas
– -$5K -255 Closed
VCM
373
Vigilant Capital Management
Maine
– -$2K -100 Closed
Envestnet Asset Management
374
Envestnet Asset Management
Illinois
– -$1K -28 Closed
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