KKR & Co
460 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, 135 increasing their positions, 152 reducing their positions, and 51 closing their positions.
16% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 51
9% more capital invested
Capital invested by funds: $10.6B → $11.5B (+$925M)
1.57% more ownership
Funds ownership: 77.04% → 78.61% (+1.6%)
1% more funds holding
Funds holding: 454 → 460 (+6)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
11% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 152
20% less call options, than puts
Call options by funds: $129M | Put options by funds: $162M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$197M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$145M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$122M |
| 4 |
JCM
Junto Capital Management
New York
|
+$73.5M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$71.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.4M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$68.6M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$67.7M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$64.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$53.5M |
KKR Hedge Fund Activity: Q3 2019 in Review
460 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2019, worth a combined $11.5B — up 8.7% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new KKR positions and 51 closed out — a net gain of 8 holders — while 135 added to existing stakes and 152 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $94.4M.
- 460 institutional investors held KKR & Co (KKR) as of Q3 2019, up from 454 in Q2 2019.
- Funds reported $11.5B of KKR & Co stock for Q3 2019, up 8.7% quarter-over-quarter.
- 59 funds opened new KKR & Co positions in Q3 2019 and 51 closed out, a net change of +8 holders.
- The largest KKR & Co buyer in Q3 2019 was Citadel Advisors, an estimated $197M added.
- The largest KKR & Co seller in Q3 2019 was Fidelity Investments, an estimated $94.4M sold.
Based on aggregated 13F filings for Q3 2019.