KKR icon

KKR & Co
KKR

Overview Fund Activity

497 hedge funds and large institutions have $13.9B invested in KKR & Co in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 160 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+22
Holders Change %
+4.63%
% of All Funds
10.22%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
86
Increased
139
Reduced
160
Closed
61
Calls
$149M
Puts
$86.3M
Net Calls
+$63M
Net Calls Change
+$2.95M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$703M
2
BlackRock
BlackRock
New York
$923M
3
State Street
State Street
Massachusetts
$306M
4
ECU
Egerton Capital (UK)
United Kingdom
$240M
5
JCM
Junto Capital Management
New York
$50.4M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$26.8M
2
JSP
Jackson Square Partners
California
$391M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$133M
4
MC
Maverick Capital
Texas
$86.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
426
Global Retirement Partners
California
$77K -$32.3K -1,041 -30%
GWM
427
Geneos Wealth Management
Colorado
$74K -$263K -9,012 -78%
SF
428
Synovus Financial
Georgia
$74K -$64.5K -2,067 -47%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$69K -$15.8K -509 -19%
FBT
430
First Bank & Trust
South Dakota
$66K -$6.42K -207 -9%
GWMIA
431
Global Wealth Management Investment Advisory
Florida
$66K +$16.3K +526 +33%
MWC
432
MBM Wealth Consultants
Missouri
$64K – – –
CHA
433
Carmichael Hill & Associates
Maryland
$63K +$278 +9 +0.4%
SIAS
434
Shine Investment Advisory Services
Colorado
$56K +$56K +1,828 New
BWL
435
Bogart Wealth LLC
Virginia
$53K – – –
AF
436
Arrow Financial
New York
$52K -$13.4K -430 -20%
CIA
437
CSat Investment Advisory
Michigan
$52K +$17K +551 +49%
1832 Asset Management
438
1832 Asset Management
Ontario, Canada
$52K +$52K +1,700 New
MA
439
MUFG Americas
New York
$42K +$42K +1,365 New
KFS
440
Kelly Financial Services
Massachusetts
$38.6K – – –
HI
441
Hoey Investments
Pennsylvania
$38K – – –
MA
442
Modus Advisors
Minnesota
$36K +$36K +1,150 New
WTC
443
WhitTier Trust Company
Nevada
$34K – – –
PCG
444
Private Capital Group
Connecticut
$33K – – –
TCOV
445
Trust Company of Vermont
Vermont
$31K – – –
AA
446
AlphaMark Advisors
Kentucky
$31K – – –
CFB
447
Cullen/Frost Bankers
Texas
$31K +$31K +1,000 New
SQA
448
Simon Quick Advisors
New Jersey
$30K -$3.22K -104 -10%
DAM
449
Delta Asset Management
Tennessee
$29K -$1.53K -50 -5%
PVH
450
Psagot Value Holdings
Israel
$28K – – –
16 17
18
19 20