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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Berman Capital Advisors
Georgia
$281K
SIC
402
Samalin Investment Counsel
New York
$279K -$8.64K -247 -3%
GT
403
Glenmede Trust
Pennsylvania
$279K
FHB
404
First Hawaiian Bank
Hawaii
$278K -$35K -1,000 -11%
CCM
405
Coldstream Capital Management
Washington
$275K
AMC
406
Asset Management Corp
Illinois
$274K +$350 +10 +0.1%
S
407
Seeyond
France
$269K -$780K -22,298 -74%
IWM
408
IHT Wealth Management
Illinois
$264K +$31K +887 +13%
GAM
409
Gotham Asset Management
New York
$263K -$102K -2,902 -27%
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$260K +$265K +7,582 New
BPA
411
Beacon Pointe Advisors
California
$259K +$17.7K +507 +7%
DZ Bank
412
DZ Bank
Germany
$252K +$90.9K +2,600 +55%
ASN
413
Advisory Services Network
Georgia
$247K +$253K +7,220 New
CAN
414
Cetera Advisor Networks
California
$243K +$9.69K +277 +4%
NAM
415
Nexpoint Asset Management
Texas
$241K -$9.16K -262 -4%
APCM
416
Arbiter Partners Capital Management
New York
$240K
MSAM
417
Moloney Securities Asset Management
Missouri
$240K +$70 +2 +0%
AIG
418
American International Group
New York
$239K -$735 -21 -0.3%
NIM
419
NuWave Investment Management
New Jersey
$239K +$244K +6,966 New
IFG
420
Independent Financial Group
California
$238K -$57.7K -1,651 -19%
BNP Paribas Asset Management
421
BNP Paribas Asset Management
France
$235K -$33.8K -966 -12%
WSC
422
Wellington Shields & Co
New York
$234K
CFN
423
Cordasco Financial Network
Florida
$233K +$735 +21 +0.3%
IA
424
IFP Advisors
Florida
$230K +$9.44K +270 +4%
Acadian Asset Management
425
Acadian Asset Management
Massachusetts
$229K

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.