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KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$200M
2
EIP
2
Epoch Investment Partners
New York
$147M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$133M
4
JCM
4
Junto Capital Management
New York
$74.8M
5
VVP
5
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$263M
2
VH
2
ValueAct Holdings
California
$1.29B
3
JSP
3
Jackson Square Partners
California
$664M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
376
Cordasco Financial Network
Florida
$180K +$726 +27 +0.4%
CI
377
CAZ Investments
Texas
$177K – – –
SFS
378
Sowell Financial Services
Arkansas
$174K +$174K +6,493 New
LS
379
Livforsakringsbolaget Skandia
Sweden
$169K – – –
Lazard Asset Management
380
Lazard Asset Management
New York
$161K – – –
Carson Wealth (CWM LLC)
381
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
PCM
382
Penserra Capital Management
California
$138K -$7.77K -291 -5%
ASN
383
Advisory Services Network
Georgia
$138K – – –
BWP
384
Baldwin Wealth Partners
Massachusetts
$134K – – –
GSWM
385
Golden State Wealth Management
California
$123K -$2.68K -100 -2%
CG
386
Cutler Group
California
$123K -$2.55K -95 -2%
S
387
Seeyond
France
$119K -$153K -5,681 -56%
HAG
388
HighPoint Advisor Group
Illinois
$115K -$1.25K -43 -1%
CIAS
389
Capital Investment Advisory Services
North Carolina
$114K -$56.3K -2,095 -33%
PFO
390
Pathstone Family Office
New Jersey
$109K +$109K +4,056 New
FANJ
391
Financial Architects (New Jersey)
New Jersey
$104K – – –
GRP
392
Global Retirement Partners
California
$103K +$430 +16 +0.4%
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K – – –
National Pension Service
394
National Pension Service
South Korea
$99K – – –
FCA
395
FinTrust Capital Advisors
South Carolina
$97K -$2.68K -100 -3%
EWM
396
Edge Wealth Management
New York
$83K -$18.7K -700 -18%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$64K +$18K +674 +39%
GWM
398
Geneos Wealth Management
Colorado
$60K -$7.46K -275 -11%
MWC
399
MBM Wealth Consultants
Missouri
$56K – – –
AF
400
Arrow Financial
New York
$56K – – –
14 15
16
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