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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
FNBOSM
401
First National Bank of South Miami
Florida
$9K
RAM
402
Riggs Asset Management
Pennsylvania
$9K
EWM
403
Endurance Wealth Management
Rhode Island
$7K
MFW
404
Mosaic Family Wealth
Missouri
$7K
ADL
405
Asset Dedication LLC
California
$6K
WB
406
Webster Bank
Connecticut
$5K
VFA
407
Valeo Financial Advisors
Indiana
$5K +$524 +23 +11%
AA
408
Advisory Alpha
Michigan
$3.59K +$3.42K +150 New
FAM
409
Fred Alger Management
New York
$3K
PB
410
Pinnacle Bancorp
Nebraska
$3K
SF
411
Synovus Financial
Georgia
$3K
PFO
412
Pathstone Family Office
New Jersey
$3K +$2.5K +110 New
RE
413
RBC Europe
United Kingdom
$2.68K
DAM
414
Delta Asset Management
Tennessee
$2K
SFFS
415
Stonehage Fleming Financial Services
Jersey
$416
GT
416
Glenmede Trust
Pennsylvania
$93 +$36.4K +1,600 +67%
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
-$29M -1,479,416 Closed
PI
418
PineBridge Investments
New York
-$13.6M -690,755 Closed
LP
419
LMR Partners
United Kingdom
-$9.67M -492,803 Closed
TEE
420
Tibra Equities Europe
United Kingdom
-$7.71M -392,883 Closed
Man Group
421
Man Group
United Kingdom
-$5.41M -275,363 Closed
First Trust Advisors
422
First Trust Advisors
Illinois
-$4.06M -206,924 Closed
Group One Trading
423
Group One Trading
Illinois
-$4.34M -190,536 Closed
DIP
424
DT Investment Partners
Pennsylvania
-$3.2M -162,940 Closed
HA
425
H2O AM
United Kingdom
-$2.78M -141,500 Closed

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.