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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 %
AIM
426
Arcadia Investment Management
Michigan
$14K +$14K +568 New
IFAM
427
Institutional & Family Asset Management
Colorado
$13K +$75 +3 +0.6%
WCM
428
Whitener Capital Management
North Carolina
$12K – – –
FNBOSM
429
First National Bank of South Miami
Florida
$11K – – –
RAM
430
Riggs Asset Management
Pennsylvania
$11K – – –
CFA
431
Carroll Financial Associates
North Carolina
$10K -$3.89K -156 -28%
FMP
432
Financial Management Professionals
Texas
$9K +$9K +339 New
WEC
433
Winslow Evans & Crocker
Massachusetts
$8K -$20.7K -694 -72%
EWM
434
Endurance Wealth Management
Rhode Island
$8K – – –
AIM
435
Advantage Investment Management
Iowa
$7K -$6.65K -249 -49%
VFA
436
Valeo Financial Advisors
Indiana
$6K – – –
ADL
437
Asset Dedication LLC
California
$6K – – –
LWM
438
Liberty Wealth Management
California
$6K +$6K +255 New
WB
439
Webster Bank
Connecticut
$5K – – –
SIM
440
Sonora Investment Management
Arizona
$5K +$5K +200 New
JFA
441
JNBA Financial Advisors
Minnesota
$5K +$5K +200 New
S
442
SignatureFD
Georgia
$4K -$61.7K -2,312 -94%
PB
443
Pinnacle Bancorp
Nebraska
$4K – – –
FAM
444
Fred Alger Management
New York
$4K +$794 +28 +25%
DAM
445
Delta Asset Management
Tennessee
$3K – – –
QAM
446
QCI Asset Management
New York
$3K +$3K +102 New
RE
447
RBC Europe
United Kingdom
$2.88K – – –
CB
448
CNB Bank
Pennsylvania
$2K +$2K +98 New
GT
449
Glenmede Trust
Pennsylvania
$100 – – –
WIM
450
Westside Investment Management
California
$50 +$50 +2,000 New
16 17
18
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