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

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.8M
2
JSP
2
Jackson Square Partners
California
$391M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$133M
4
MC
4
Maverick Capital
Texas
$86.4M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
451
Meridian Wealth Partners
Pennsylvania
$27K – – –
FHA
452
First Horizon Advisors
Tennessee
$27K +$92 +3 +0.3%
BFIM
453
Beese Fulmer Investment Management
Ohio
$27K +$27K +872 New
BAM
454
Bellevue Asset Management
Washington
$26K – – –
KPW
455
Kore Private Wealth
New York
$26K – – –
AA
456
Ancora Advisors
Ohio
$25K – – –
PCM
457
Penserra Capital Management
California
$25K +$1.73K +56 +7%
FHA
458
Flagship Harbor Advisors
Massachusetts
$23K +$89 +3 +0.4%
TFS
459
TrustCore Financial Services
Tennessee
$22K -$47.1K -1,500 -68%
TFGT
460
TS Financial Group (TSFG)
Illinois
$22K +$93 +3 +0.4%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$21K – – –
MHR
462
Matthew Hamilton Rosenberg
$21K +$21K +682 New
AWA
463
Arkadios Wealth Advisors
Georgia
$20.1K – – –
CI
464
CX Institutional
Indiana
$19K – – –
AIM
465
Arcadia Investment Management
Michigan
$18K – – –
KTC
466
Kistler-Tiffany Companies
Pennsylvania
$17K +$31 +1 +0.2%
IFAM
467
Institutional & Family Asset Management
Colorado
$16K -$16.7K -548 -51%
JPLA
468
Joseph P. Lucia & Associates
New York
$16K – – –
Loomis, Sayles & Company
469
Loomis, Sayles & Company
Massachusetts
$16K +$16K +506 New
CFA
470
Carroll Financial Associates
North Carolina
$15K – – –
TCM
471
Tradewinds Capital Management
Washington
$15K – – –
DI
472
Disciplined Investments
Oklahoma
$15K – – –
RAM
473
Riggs Asset Management
Pennsylvania
$12K – – –
FNBOSM
474
First National Bank of South Miami
Florida
$12K – – –
RWB
475
RMR Wealth Builders
New Jersey
$10K +$10K +337 New
17 18
19
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