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KKR & Co

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
376
Kore Private Wealth
New York
$25K
WEC
377
Winslow Evans & Crocker
Massachusetts
$24K -$20.5K -900 -48%
CAM
378
Cresset Asset Management
Illinois
$24K +$23K +1,011 New
AA
379
AlphaMark Advisors
Kentucky
$23K
ESB
380
Essex Savings Bank
Connecticut
$23K
YWP
381
YorkBridge Wealth Partners
New York
$23K
TA
382
TCG Advisors
Texas
$22K +$21.7K +952 New
LFG
383
Larson Financial Group
Missouri
$21K
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
$21K +$20.8K +914 New
FHA
385
Flagship Harbor Advisors
Massachusetts
$20K +$17.2K +755 +624%
RIA
386
Realta Investment Advisors
Delaware
$20K +$18.8K +826 New
FPFS
387
First Personal Financial Services
North Carolina
$18K +$1.05K +46 +7%
BFEC
388
Benjamin F. Edwards & Company
Missouri
$16K -$6.7K -294 -30%
TFGT
389
TS Financial Group (TSFG)
Illinois
$16K +$15.8K +696 New
FHA
390
First Horizon Advisors
Tennessee
$13K +$68 +3 +0.5%
KTC
391
Kistler-Tiffany Companies
Pennsylvania
$13K +$455 +20 +4%
CFA
392
Carroll Financial Associates
North Carolina
$13K +$729 +32 +6%
NFG
393
Next Financial Group
Texas
$12K -$22.8K -1,000 -67%
AIM
394
Advantage Investment Management
Iowa
$12K -$2.3K -101 -17%
LPC
395
Loeb Partners Corp
New York
$12K
IFAM
396
Institutional & Family Asset Management
Colorado
$12K +$46 +2 +0.4%
CFG
397
Citizens Financial Group
Rhode Island
$12K +$11.4K +500 New
NFH
398
NEXT Financial Holdings
Texas
$12K +$11.4K +500 New
WCM
399
Whitener Capital Management
North Carolina
$11K
DWM
400
Destination Wealth Management
California
$11K +$10.3K +452 New

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.