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KKR & Co
KKR

Overview Fund Activity

475 hedge funds and large institutions have $10.2B invested in KKR & Co in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 165 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-34
Holders Change %
-6.68%
% of All Funds
10.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.55%
New
61
Increased
158
Reduced
165
Closed
90
Calls
$153M
Puts
$93.2M
Net Calls
+$60M
Net Calls Change
+$40.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$227M
2
Invesco
Invesco
Georgia
$291M
3
BlackRock
BlackRock
New York
$442M
4
MC
Maverick Capital
Texas
$115M
5
Federated Hermes
Federated Hermes
Pennsylvania
$69.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.23M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
JCM
Junto Capital Management
New York
$0
4
AAMU
Amundi Asset Management US
Massachusetts
$27M
5
Pzena Investment Management
Pzena Investment Management
New York
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
451
Disciplined Investments
Oklahoma
$12K – – –
TCM
452
Tradewinds Capital Management
Washington
$12K – – –
NIT
453
NumerixS Investment Technologies
British Columbia, Canada
$12K +$12K +500 New
CAN
454
Claraphi Advisory Network
United States
$12K +$12K +500 New
CFA
455
Carroll Financial Associates
North Carolina
$11K +$1.99K +92 +22%
FNBOSM
456
First National Bank of South Miami
Florida
$9K – – –
RAM
457
Riggs Asset Management
Pennsylvania
$9K – – –
EWM
458
Endurance Wealth Management
Rhode Island
$7K – – –
EWP
459
Engrave Wealth Partners
Texas
$6K -$6.58K -316 -52%
SFG
460
Sowa Financial Group
Rhode Island
$5K – – –
SIM
461
Sonora Investment Management
Arizona
$5K – – –
WB
462
Webster Bank
Connecticut
$5K – – –
PB
463
Pinnacle Bancorp
Nebraska
$3K – – –
WT
464
Washington Trust
Rhode Island
$3K +$3K +127 New
RE
465
RBC Europe
United Kingdom
$2.68K – – –
QAM
466
QCI Asset Management
New York
$2K – – –
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
CA
468
Clearstead Advisors
Ohio
$2K +$2K +68 New
PC
469
Permanens Capital
New York
$2K +$2K +100 New
OAM
470
Optimal Asset Management
California
$1.09K +$681 +28,995 +166%
FMP
471
Financial Management Professionals
Texas
$1K – – –
BWA
472
BDO Wealth Advisors
Florida
$1K +$1K +50 New
FGAM
473
Financial Gravity Asset Management
Texas
$15 – – –
JCM
474
Junto Capital Management
New York
– -$100M -3,433,523 Closed
Axa
475
Axa
France
– -$43.8M -1,500,326 Closed
17 18
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