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KKR & Co
KKR

Overview Fund Activity

497 hedge funds and large institutions have $13.9B invested in KKR & Co in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 160 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+22
Holders Change %
+4.63%
% of All Funds
10.22%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
86
Increased
139
Reduced
160
Closed
61
Calls
$149M
Puts
$86.3M
Net Calls
+$63M
Net Calls Change
+$2.95M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$703M
2
BlackRock
BlackRock
New York
$923M
3
State Street
State Street
Massachusetts
$306M
4
ECU
Egerton Capital (UK)
United Kingdom
$240M
5
JCM
Junto Capital Management
New York
$50.4M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$26.8M
2
JSP
Jackson Square Partners
California
$391M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$133M
4
MC
Maverick Capital
Texas
$86.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPA
401
First Pacific Advisors
California
$197K -$650K -21,000 -77%
IA
402
IFP Advisors
Florida
$193K -$1.25M -41,658 -87%
JWA
403
JFS Wealth Advisors
Pennsylvania
$191K – – –
US Bancorp
404
US Bancorp
Minnesota
$188K – – –
Lazard Asset Management
405
Lazard Asset Management
New York
$185K – – –
DSC
406
Duncker Streett & Co
Missouri
$181K – – –
BDWM
407
Brewin Dolphin Wealth Management
Ireland
$176K – – –
WEC
408
Winslow Evans & Crocker
Massachusetts
$166K -$31 -1 -0%
SFS
409
Sowell Financial Services
Arkansas
$164K -$15.4K -499 -9%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
LS
411
Livforsakringsbolaget Skandia
Sweden
$151K – – –
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$9.88K -320 -6%
DZ Bank
413
DZ Bank
Germany
$146K +$146K +4,743 New
AIC
414
Ayalon Insurance Company
Israel
$140K +$26.3K +855 +23%
FANJ
415
Financial Architects (New Jersey)
New Jersey
$120K – – –
Simplex Trading
416
Simplex Trading
Illinois
$113K +$113K +3,681 New
SAM
417
Shell Asset Management
Netherlands
$98K -$402K -13,047 -80%
EWM
418
Edge Wealth Management
New York
$96K – – –
FA
419
Fortis Advisors
Pennsylvania
$93K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$93K +$93K +3,017 New
FWM
421
Focused Wealth Management
New York
$88K +$64.1K +2,076 +269%
AAP
422
Arax Advisory Partners
Colorado
$87K +$57.6K +1,868 +196%
BL
423
Balentine LLC
Georgia
$83K +$4.58K +148 +6%
CSS
424
Cubist Systematic Strategies
Connecticut
$78K -$1.51M -48,841 -95%
VFA
425
Valeo Financial Advisors
Indiana
$78K +$33.8K +1,090 +76%
15 16
17
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