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KKR & Co
KKR

Overview Fund Activity

453 hedge funds and large institutions have $10.6B invested in KKR & Co in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+38
Holders Change %
+9.16%
% of All Funds
9.85%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.54%
New
85
Increased
130
Reduced
135
Closed
42
Calls
$133M
Puts
$66.6M
Net Calls
+$66.4M
Net Calls Change
-$2.92M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
$158M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$183M
3
Principal Financial Group
Principal Financial Group
Iowa
$527M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$422M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.15B

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
$47.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$338M
3
MC
Maverick Capital
Texas
$48.7M
4
VVP
Vulcan Value Partners
Alabama
$661M
5
JSP
Jackson Square Partners
California
$690M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
AE Wealth Management
Kansas
$213K +$213K +8,411 New
AIM
352
Anchor Investment Management
South Carolina
$213K +$76 +3 +0%
UR
353
USCA RIA
Texas
$212K +$212K +8,400 New
Neuberger Berman Group
354
Neuberger Berman Group
New York
$211K -$25.2K -1,000 -11%
State Board of Administration of Florida Retirement System
355
State Board of Administration of Florida Retirement System
Florida
$210K +$210K +8,300 New
BCA
356
Berman Capital Advisors
Georgia
$205K +$205K +8,123 New
JIC
357
Johnson Investment Counsel
Ohio
$203K +$203K +8,070 New
CCM
358
Coldstream Capital Management
Washington
$202K +$202K +8,000 New
FG
359
Fiduciary Group
Georgia
$202K +$202K +8,000 New
ATIA
360
American Trust Investment Advisors
New Hampshire
$201K +$201K +7,945 New
NA
361
Neuburgh Advisers
California
$198K +$198K +7,832 New
TFS
362
TrustCore Financial Services
Tennessee
$173K -$150K -5,908 -46%
PH
363
Pinnacle Holdings
Oklahoma
$172K – – –
CFN
364
Cordasco Financial Network
Florida
$168K +$731 +29 +0.4%
CI
365
CAZ Investments
Texas
$167K – – –
CIAS
366
Capital Investment Advisory Services
North Carolina
$166K +$27.9K +1,064 +20%
LS
367
Livforsakringsbolaget Skandia
Sweden
$159K -$136K -5,400 -46%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
Lazard Asset Management
369
Lazard Asset Management
New York
$151K – – –
DSC
370
Duncker Streett & Co
Missouri
$148K – – –
MCIM
371
Meadow Creek Investment Management
Georgia
$144K +$144K +5,696 New
ASN
372
Advisory Services Network
Georgia
$138K -$15.2K -601 -10%
PCM
373
Penserra Capital Management
California
$137K +$137K +5,460 New
BWP
374
Baldwin Wealth Partners
Massachusetts
$126K – – –
PRC
375
Pearl River Capital
Michigan
$119K +$119K +4,711 New
13 14
15
16 17