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KKR & Co
KKR

Overview Fund Activity

453 hedge funds and large institutions have $10.6B invested in KKR & Co in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+38
Holders Change %
+9.16%
% of All Funds
9.85%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.54%
New
85
Increased
130
Reduced
135
Closed
42
Calls
$133M
Puts
$66.6M
Net Calls
+$66.4M
Net Calls Change
-$2.92M

Top Buyers

1
IAM
1
Iridian Asset Management
Connecticut
$158M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$183M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$527M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$422M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.15B

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$47.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$338M
3
MC
3
Maverick Capital
Texas
$48.7M
4
VVP
4
Vulcan Value Partners
Alabama
$661M
5
JSP
5
Jackson Square Partners
California
$690M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
376
Golden State Wealth Management
California
$118K -$2.51K -100 -2%
CG
377
Cutler Group
California
$118K +$118K +4,686 New
HAG
378
HighPoint Advisor Group
Illinois
$104K +$104K +3,988 New
BCI
379
Brinker Capital Investments
Pennsylvania
$100K +$30.6K +1,210 +44%
FANJ
380
Financial Architects (New Jersey)
New Jersey
$98K – – –
GRP
381
Global Retirement Partners
California
$97K +$6.35K +250 +7%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96K – – –
EWM
383
Edge Wealth Management
New York
$95K – – –
FCA
384
FinTrust Capital Advisors
South Carolina
$94K -$17.7K -700 -16%
National Pension Service
385
National Pension Service
South Korea
$94K +$94K +3,704 New
KCPG
386
Kavar Capital Partners Group
Kansas
$65K +$65K +2,581 New
TRAM
387
Tuscan Ridge Asset Management
Illinois
$63K +$63K +2,500 New
GWM
388
Geneos Wealth Management
Colorado
$62K -$21.5K -863 -26%
NFG
389
Next Financial Group
Texas
$62K +$49.3K +1,950 +390%
AF
390
Arrow Financial
New York
$53K – – –
MWC
391
MBM Wealth Consultants
Missouri
$53K – – –
FA
392
Fortis Advisors
Pennsylvania
$51K – – –
WWM
393
Willingdon Wealth Management
North Carolina
$51K +$51K +2,000 New
TCOV
394
Trust Company of Vermont
Vermont
$51K +$51K +2,000 New
PCG
395
Private Capital Group
Connecticut
$50K – – –
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$44K -$12.3K -484 -22%
FBT
397
First Bank & Trust
South Dakota
$42K +$5.13K +202 +14%
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$40K -$31.5K -1,234 -44%
SAM
399
Shamrock Asset Management
Texas
$39K – – –
TRCT
400
Tower Research Capital (TRC)
New York
$39K +$39K +1,550 New
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16
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