KKR icon

KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$200M
2
EIP
2
Epoch Investment Partners
New York
$147M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$133M
4
JCM
4
Junto Capital Management
New York
$74.8M
5
VVP
5
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$263M
2
VH
2
ValueAct Holdings
California
$1.29B
3
JSP
3
Jackson Square Partners
California
$664M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
351
Parallax Volatility Advisers
California
$252K -$50.4K -1,877 -17%
UR
352
USCA RIA
Texas
$252K +$26.8K +1,000 +12%
RIM
353
Redpoint Investment Management
Australia
$250K – – –
SSW
354
Smith Shellnut Wilson
Mississippi
$250K – – –
PRC
355
Pearl River Capital
Michigan
$249K +$123K +4,579 +97%
PP
356
Pension Partners
New York
$243K +$14.1K +523 +6%
CAMG
357
CWA Asset Management Group
Florida
$237K – – –
MSAM
358
Moloney Securities Asset Management
Missouri
$231K +$81 +3 +0%
BFS
359
Bradley Foster & Sargent
Connecticut
$231K +$231K +8,605 New
AIM
360
Anchor Investment Management
South Carolina
$226K +$54 +2 +0%
SAM
361
Sawgrass Asset Management
Florida
$225K +$225K +8,377 New
State Board of Administration of Florida Retirement System
362
State Board of Administration of Florida Retirement System
Florida
$223K – – –
AWM
363
AE Wealth Management
Kansas
$221K -$4.97K -185 -2%
IWM
364
IHT Wealth Management
Illinois
$220K +$220K +8,211 New
BCA
365
Berman Capital Advisors
Georgia
$218K – – –
VF
366
Virtu Financial
New York
$217K +$217K +8,070 New
GAM
367
Guinness Asset Management
United Kingdom
$215K -$77.9K -2,900 -27%
FG
368
Fiduciary Group
Georgia
$215K – – –
CCM
369
Coldstream Capital Management
Washington
$215K – – –
CAC
370
Cowen and Company
New York
$208K +$208K +7,737 New
ATIA
371
American Trust Investment Advisors
New Hampshire
$205K -$8.04K -300 -4%
JIC
372
Johnson Investment Counsel
Ohio
$204K -$12.2K -457 -6%
MYAM
373
Meiji Yasuda Asset Management
Japan
$203K +$203K +7,560 New
TFS
374
TrustCore Financial Services
Tennessee
$184K +$912 +34 +0.5%
PH
375
Pinnacle Holdings
Oklahoma
$183K – – –
13 14
15
16 17