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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
351
American Trust Investment Advisors
New Hampshire
$413K +$18.2K +520 +5%
MWM
352
Mission Wealth Management
California
$412K +$420K +12,000 New
DT
353
Diversified Trust
Tennessee
$409K -$5.49K -157 -1%
GAG
354
GM Advisory Group
New York
$402K +$182K +5,200 +80%
BAM
355
Belpointe Asset Management
Nevada
$399K -$39.8K -1,137 -9%
MML Investors Services
356
MML Investors Services
Massachusetts
$397K -$22.3K -637 -5%
CAMG
357
CWA Asset Management Group
Florida
$397K +$71.4K +2,040 +21%
William Blair & Company
358
William Blair & Company
Illinois
$393K -$5.32K -152 -1%
ANRIA
359
American National Registered Investment Advisor
Texas
$387K
SDWIA
360
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$384K
CWM
361
Chesapeake Wealth Management
Virginia
$382K +$389K +11,129 New
UR
362
USCA RIA
Texas
$381K -$52.5K -1,500 -12%
PMG
363
ProVise Management Group
Florida
$381K
BCV
364
Banque Cantonale Vaudoise
Switzerland
$381K +$105K +3,000 +37%
BFS
365
Bradley Foster & Sargent
Connecticut
$381K +$388K +11,105 New
APA
366
American Portfolios Advisors
New York
$376K +$48.5K +1,387 +15%
CPIG
367
Chicago Partners Investment Group
Illinois
$373K +$374K +10,701 New
DI
368
Diligent Investors
California
$372K -$26.8K -765 -7%
LFAS
369
Level Four Advisory Services
Texas
$371K -$404K -11,546 -52%
EMG
370
ETF Managers Group
New Jersey
$370K +$20.2K +577 +6%
MLICM
371
Metropolitan Life Insurance Company (MetLife)
New York
$368K -$5.32K -152 -1%
SRC
372
Sage Rhino Capital
California
$359K
BFA
373
Beaumont Financial Advisors
Massachusetts
$357K +$14K +400 +4%
AC
374
Allstate Corporation
Illinois
$354K
DWM
375
Dakota Wealth Management
Florida
$353K -$20.4K -584 -5%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.