We are live on ! Find out more
KKR icon

KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
426
Concourse Financial Group Securities
Alabama
$227K +$245 +7 +0.1%
HCP
427
Hexagon Capital Partners
Arkansas
$227K +$227K +6,498 New
FPA
428
First Pacific Advisors
California
$219K
FCM
429
FJ Capital Management
Virginia
$218K -$70K -2,000 -25%
FAIM
430
Financial Advocates Investment Management
Washington
$212K +$215K +6,153 New
PRC
431
Pearl River Capital
Michigan
$211K +$215K +6,144 New
CB
432
Commerce Bank
Missouri
$210K +$214K +6,128 New
AWA
433
Arete Wealth Advisors
Illinois
$209K +$208K +5,946 New
HCM
434
Hodges Capital Management
Texas
$208K -$139K -3,987 -40%
GAM
435
Guinness Asset Management
United Kingdom
$208K -$49K -1,400 -19%
US Bancorp
436
US Bancorp
Minnesota
$206K -$1.75K -50 -0.8%
Lazard Asset Management
437
Lazard Asset Management
New York
$206K
GA
438
Gateway Advisory
New Jersey
$206K +$210K +6,000 New
FM
439
Family Management
New York
$206K +$210K +6,003 New
SW
440
SteelPeak Wealth
California
$205K +$209K +5,979 New
DILIC
441
Dai-ichi Life Insurance Company
Japan
$203K +$207K +5,914 New
DSC
442
Duncker Streett & Co
Missouri
$202K
KF
443
Krilogy Financial
Missouri
$202K +$205K +5,870 New
LWAC
444
Laurel Wealth Advisors (California)
California
$202K +$206K +5,885 New
BDWM
445
Brewin Dolphin Wealth Management
Ireland
$196K
WEC
446
Winslow Evans & Crocker
Massachusetts
$184K
SFS
447
Sowell Financial Services
Arkansas
$183K
LS
448
Livforsakringsbolaget Skandia
Sweden
$168K
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$157K

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.