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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 %
WWM
401
Willingdon Wealth Management
North Carolina
$54K – – –
FA
402
Fortis Advisors
Pennsylvania
$54K – – –
TCOV
403
Trust Company of Vermont
Vermont
$54K – – –
Acadian Asset Management
404
Acadian Asset Management
Massachusetts
$51K +$51K +1,905 New
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$46K +$8.77K +330 +24%
FBT
406
First Bank & Trust
South Dakota
$44K – – –
CFG
407
Citizens Financial Group
Rhode Island
$44K +$44K +1,628 New
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$42K – – –
SAM
409
Shamrock Asset Management
Texas
$41K – – –
NFG
410
Next Financial Group
Texas
$39K -$26.9K -1,000 -41%
AF
411
Advisornet Financial
Minnesota
$39K – – –
SQA
412
Simon Quick Advisors
New Jersey
$38K +$38K +1,418 New
KFS
413
Kelly Financial Services
Massachusetts
$33.6K – – –
BDWM
414
Brewin Dolphin Wealth Management
Ireland
$32.2K – – –
OIA
415
Optimum Investment Advisors
Illinois
$32K – – –
WTC
416
WhitTier Trust Company
Nevada
$30K +$30K +1,100 New
PCG
417
Private Capital Group
Connecticut
$29K -$25.4K -938 -47%
FWM
418
Focused Wealth Management
New York
$29K -$8.59K -324 -23%
RIA
419
Realta Investment Advisors
Delaware
$28K – – –
AA
420
AlphaMark Advisors
Kentucky
$27K – – –
TC
421
Truvestments Capital
Florida
$24K – – –
PVH
422
Psagot Value Holdings
Israel
$24K – – –
CFA
423
Carroll Financial Associates
North Carolina
$23K +$12.4K +473 +118%
CIA
424
CSat Investment Advisory
Michigan
$22K +$2.28K +84 +12%
BFEC
425
Benjamin F. Edwards & Company
Missouri
$21K +$2.69K +100 +15%
15 16
17
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