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KKR & Co

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
351
Simon Quick Advisors
New Jersey
$84K +$4.49K +197 +6%
GWM
352
Geneos Wealth Management
Colorado
$78K
WCM
353
WealthBridge Capital Management
Ohio
$72K -$820 -36 -1%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$66K -$45.5K -2,000 -42%
SWM
355
SeaCrest Wealth Management
New York
$64K
BCI
356
Brinker Capital Investments
Pennsylvania
$64K +$62.4K +2,739 New
S
357
SignatureFD
Georgia
$58K +$52.6K +2,312 +1,541%
WTB
358
Washington Trust Bank
Washington
$57K
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$52K +$11.3K +497 +29%
MWC
360
MBM Wealth Consultants
Missouri
$49K
AF
361
Arrow Financial
New York
$49K +$47.8K +2,100 New
TC
362
Truvestments Capital
Florida
$49K +$47.8K +2,100 New
BL
363
Balentine LLC
Georgia
$47K
FA
364
Fortis Advisors
Pennsylvania
$47K
PCG
365
Private Capital Group
Connecticut
$47K
WWM
366
Willingdon Wealth Management
North Carolina
$47K
SAM
367
Shamrock Asset Management
Texas
$36K
FBT
368
First Bank & Trust
South Dakota
$34K +$410 +18 +1%
AF
369
Advisornet Financial
Minnesota
$34K +$33.2K +1,459 New
HNB
370
Huntington National Bank
Ohio
$30K -$23 -1 -0.1%
KFS
371
Kelly Financial Services
Massachusetts
$29.4K +$28.5K +1,250 New
LA
372
Legacy Advisors
Pennsylvania
$29K +$28.5K +1,250 New
BDWM
373
Brewin Dolphin Wealth Management
Ireland
$28.2K
OIA
374
Optimum Investment Advisors
Illinois
$28K -$19.6K -860 -42%
CI
375
CX Institutional
Indiana
$28K

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.