KKR & Co
511 hedge funds and large institutions have $12.7B invested in KKR & Co in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 145 increasing their positions, 146 reducing their positions, and 37 closing their positions.
151% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 37
14% more call options, than puts
Call options by funds: $164M | Put options by funds: $144M
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
11% more funds holding
Funds holding: 460 → 511 (+51)
10% more capital invested
Capital invested by funds: $11.5B → $12.7B (+$1.19B)
0.48% more ownership
Funds ownership: 78.61% → 79.09% (+0.48%)
1% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
+$113M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$94.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.4M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$65.9M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$154M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$143M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$72.7M |
| 4 |
VH
ValueAct Holdings
San Francisco,
California
|
-$66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$54.9M |
KKR Hedge Fund Activity: Q4 2019 in Review
511 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2019, worth a combined $12.7B — up 10% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new KKR positions and 37 closed out — a net gain of 56 holders — while 145 added to existing stakes and 146 trimmed.
The largest buyer was Alkeon Capital Management, adding an estimated $113M. The largest seller was Jackson Square Partners, cutting an estimated $154M.
- 511 institutional investors held KKR & Co (KKR) as of Q4 2019, up from 460 in Q3 2019.
- Funds reported $12.7B of KKR & Co stock for Q4 2019, up 10% quarter-over-quarter.
- 93 funds opened new KKR & Co positions in Q4 2019 and 37 closed out, a net change of +56 holders.
- The largest KKR & Co buyer in Q4 2019 was Alkeon Capital Management, an estimated $113M added.
- The largest KKR & Co seller in Q4 2019 was Jackson Square Partners, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2019.