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KKR & Co
KKR

Overview Fund Activity

292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$389M
2
ACM
AKRE Capital Management
Virginia
$249M
3
IAM
Iridian Asset Management
Connecticut
$65.1M
4
PI
Putnam Investments
Massachusetts
$235M
5
Goldman Sachs
Goldman Sachs
New York
$153M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.95M
2
UBS Group
UBS Group
Switzerland
$137M
3
CS
Credit Suisse
Switzerland
$0
4
Russell Investments Group
Russell Investments Group
United Kingdom
$19.1M
5
Bank of America
Bank of America
North Carolina
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHBC
351
R.H. Bluestein & Co
Michigan
– -$203K -10,000 Closed
WMSA
352
Weiss Multi-Strategy Advisers
New York
– -$203K -10,000 Closed
C
353
Cerebellum
California
– -$186K -9,161 Closed
CCA
354
Clearwater Capital Advisors
Illinois
– -$169K -8,325 Closed
CFA
355
Camarda Financial Advisors
Florida
– -$168K -8,284 Closed
LF
356
Lee Financial
Texas
– -$140K -6,900 Closed
FANJ
357
Financial Architects (New Jersey)
New Jersey
– -$79K -3,879 Closed
EWM
358
Edge Wealth Management
New York
– -$77K -3,800 Closed
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
– -$72K -3,600 Closed
SWM
360
SeaCrest Wealth Management
New York
– -$57K -2,832 Closed
KTC
361
Kistler-Tiffany Companies
Pennsylvania
– -$43K -2,128 Closed
WAM
362
Wealthspire Advisors (Maryland)
Maryland
– -$43K -2,114 Closed
GWS
363
Glassman Wealth Services
Virginia
– -$30K -1,500 Closed
IWM
364
IHT Wealth Management
Illinois
– -$24K -1,213 Closed
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
– -$24K -1,200 Closed
PWAG
366
Polaris Wealth Advisory Group
California
– -$15K -750 Closed
WCM
367
Whitener Capital Management
North Carolina
– -$10K -500 Closed
VCM
368
Virtue Capital Management
Tennessee
– -$6K -292 Closed
ADL
369
Asset Dedication LLC
California
– -$5K -256 Closed
ACS
370
Archford Capital Strategies
Illinois
– -$3K -120 Closed
WWM
371
Willingdon Wealth Management
North Carolina
– -$41K – –
VNA
372
Valley National Advisers
Pennsylvania
– -$10K – –
HR
373
Howe & Rusling
New York
– -$2K – –
11 12 13 14
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