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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 %
AF
401
Advisornet Financial
Minnesota
$37K – – –
FWM
402
Focused Wealth Management
New York
$36K -$1.68M -66,240 -98%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$35K +$12.2K +487 +53%
LA
404
Legacy Advisors
Pennsylvania
$32K – – –
KFS
405
Kelly Financial Services
Massachusetts
$31.6K – – –
BDWM
406
Brewin Dolphin Wealth Management
Ireland
$30.3K – – –
OIA
407
Optimum Investment Advisors
Illinois
$30K – – –
RIA
408
Realta Investment Advisors
Delaware
$27K +$5.86K +229 +28%
GAM
409
Griffin Asset Management
New York
$26K +$26K +1,035 New
TA
410
TCG Advisors
Texas
$25K – – –
AA
411
AlphaMark Advisors
Kentucky
$25K – – –
YWP
412
YorkBridge Wealth Partners
New York
$25K – – –
ESB
413
Essex Savings Bank
Connecticut
$25K – – –
TC
414
Truvestments Capital
Florida
$23K -$30.7K -1,200 -57%
PVH
415
Psagot Value Holdings
Israel
$23K +$23K +900 New
CBOA
416
Commonwealth Bank of Australia
Australia
$21K +$21K +871 New
FHA
417
Flagship Harbor Advisors
Massachusetts
$19K -$2.96K -118 -13%
FPFS
418
First Personal Financial Services
North Carolina
$19K – – –
TFGT
419
TS Financial Group (TSFG)
Illinois
$18K +$103 +4 +0.6%
CIA
420
CSat Investment Advisory
Michigan
$18K +$18K +728 New
BFEC
421
Benjamin F. Edwards & Company
Missouri
$17K – – –
JPLA
422
Joseph P. Lucia & Associates
New York
$16K +$16K +605 New
CI
423
CX Institutional
Indiana
$15K -$15K -600 -50%
KTC
424
Kistler-Tiffany Companies
Pennsylvania
$14K – – –
FHA
425
First Horizon Advisors
Tennessee
$14K +$73 +3 +0.5%
15 16
17
18 19