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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 %
FHA
426
Flagship Harbor Advisors
Massachusetts
$20K +$79 +3 +0.4%
TFGT
427
TS Financial Group (TSFG)
Illinois
$19K +$81 +3 +0.4%
KPCM
428
Kings Point Capital Management
New York
$19K +$19K +706 New
FGAM
429
Financial Gravity Asset Management
Texas
$17K +$17K +650 New
JPLA
430
Joseph P. Lucia & Associates
New York
$16K – – –
CI
431
CX Institutional
Indiana
$16K – – –
KTC
432
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
AIM
433
Arcadia Investment Management
Michigan
$15K – – –
FHA
434
First Horizon Advisors
Tennessee
$15K +$78 +3 +0.5%
PCIA
435
Prime Capital Investment Advisors
Kansas
$15K +$15K +565 New
IFAM
436
Institutional & Family Asset Management
Colorado
$14K +$81 +3 +0.6%
WCM
437
Whitener Capital Management
North Carolina
$13K – – –
HDIM
438
Hanson & Doremus Investment Management
Vermont
$13K +$13K +500 New
CFGS
439
Concourse Financial Group Securities
Alabama
$12K -$282K -10,676 -96%
RAM
440
Riggs Asset Management
Pennsylvania
$11K – – –
FNBOSM
441
First National Bank of South Miami
Florida
$10K – – –
WEC
442
Winslow Evans & Crocker
Massachusetts
$8K – – –
EWM
443
Endurance Wealth Management
Rhode Island
$8K – – –
ADL
444
Asset Dedication LLC
California
$7K – – –
VFA
445
Valeo Financial Advisors
Indiana
$6K – – –
SIM
446
Sonora Investment Management
Arizona
$5K – – –
WB
447
Webster Bank
Connecticut
$5K – – –
MCMT
448
Moon Capital Management (Tennessee)
Tennessee
$4K -$60 -2,535 -1%
S
449
SignatureFD
Georgia
$4K – – –
PB
450
Pinnacle Bancorp
Nebraska
$4K – – –
16 17
18
19 20