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KKR & Co
KKR

Overview Fund Activity

475 hedge funds and large institutions have $10.2B invested in KKR & Co in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 165 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-34
Holders Change %
-6.68%
% of All Funds
10.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.55%
New
61
Increased
158
Reduced
165
Closed
90
Calls
$153M
Puts
$93.2M
Net Calls
+$60M
Net Calls Change
+$40.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
Invesco
Invesco
Georgia
+$117M
3
BlackRock
BlackRock
New York
+$88M
4
MC
Maverick Capital
Texas
+$87.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$45.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$128M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
3
JCM
Junto Capital Management
New York
-$100M
4
AAMU
Amundi Asset Management US
Massachusetts
-$99.7M
5
Pzena Investment Management
Pzena Investment Management
New York
-$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
351
Western Wealth Management
Colorado
$233K – – –
YMRC
352
Yorktown Management & Research Company
Virginia
$228K +$228K +9,700 New
VWA
353
Visionary Wealth Advisors
Illinois
$225K +$34.4K +1,465 +18%
EGA
354
E&G Advisors
Texas
$223K -$82.2K -3,500 -27%
DADC
355
D.A. Davidson & Co
Montana
$223K -$4.67K -199 -2%
CAMG
356
CWA Asset Management Group
Florida
$223K -$2.65K -113 -1%
SWM
357
Segment Wealth Management
Texas
$222K -$160K -6,800 -42%
SSW
358
Smith Shellnut Wilson
Mississippi
$219K – – –
RIM
359
Redpoint Investment Management
Australia
$218K – – –
DC
360
Davenport & Co
Virginia
$218K +$218K +9,286 New
FG
361
Fiduciary Group
Georgia
$216K +$16.4K +700 +8%
Acadian Asset Management
362
Acadian Asset Management
Massachusetts
$215K +$215K +9,187 New
CCA
363
Catalyst Capital Advisors
New York
$214K -$1.86M -79,300 -90%
NIM
364
Northeast Investment Management
Massachusetts
$213K +$47.6K +2,026 +29%
GC
365
Gilbert & Cook
Iowa
$211K +$45.6K +1,945 +28%
AII
366
AGF Investments Inc
Ontario, Canada
$211K +$211K +9,000 New
FM
367
Foster & Motley
Ohio
$209K -$213K -9,058 -50%
SW
368
SteelPeak Wealth
California
$208K +$305 +13 +0.1%
PWP
369
Principle Wealth Partners
Connecticut
$208K +$208K +8,850 New
BFS
370
Bradley Foster & Sargent
Connecticut
$202K – – –
MCPPUI
371
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$197K +$197K +8,410 New
BCA
372
Berman Capital Advisors
Georgia
$191K +$1.89K +81 +1%
BCV
373
Banque Cantonale Vaudoise
Switzerland
$190K – – –
BFM
374
Boston Financial Management
Massachusetts
$180K +$180K +7,680 New
GAM
375
Guinness Asset Management
United Kingdom
$175K -$12.9K -550 -7%
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