KKR & Co
338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.
166% more call options, than puts
Call options by funds: $114M | Put options by funds: $43M
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
13% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 103
2% more funds holding
Funds holding: 333 → 338 (+5)
0.85% more ownership
Funds ownership: 69.43% → 70.28% (+0.85%)
1% less capital invested
Capital invested by funds: $6.98B → $6.94B (-$38.1M)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$205M |
| 2 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
+$107M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$66M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$56.7M |
| 5 |
VH
ValueAct Holdings
San Francisco,
California
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 2 |
Morgan Stanley
New York
|
-$94.8M |
| 3 |
O
OppenheimerFunds
New York
|
-$74.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$63.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$28.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
376
Synovus Financial
Columbus,
Georgia
| – | +$244 | +11 | New |
|
377
Bessemer Group
Woodbridge,
New Jersey
| – | +$511 | +23 | New |
|
KKR Hedge Fund Activity: Q1 2018 in Review
338 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2018, worth a combined $6.94B — down 0.55% from $6.98B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new KKR positions and 35 closed out — a net gain of 8 holders — while 116 added to existing stakes and 103 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $205M. The largest seller was Fidelity Investments, cutting an estimated $162M.
- 338 institutional investors held KKR & Co (KKR) as of Q1 2018, up from 333 in Q4 2017.
- Funds reported $6.94B of KKR & Co stock for Q1 2018, down 0.55% quarter-over-quarter.
- 43 funds opened new KKR & Co positions in Q1 2018 and 35 closed out, a net change of +8 holders.
- The largest KKR & Co buyer in Q1 2018 was JP Morgan Chase, an estimated $205M added.
- The largest KKR & Co seller in Q1 2018 was Fidelity Investments, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2018.