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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
PFWA
451
Paces Ferry Wealth Advisors
Georgia
$136K +$138K +3,952 New
IMRF
452
Illinois Municipal Retirement Fund
Illinois
$135K +$137K +3,920 New
FCH
453
Freestone Capital Holdings
Washington
$132K +$135K +3,850 New
TRCT
454
Tower Research Capital (TRC)
New York
$121K +$123K +3,524 New
USGIU
455
U.S. Global Investors (USGI)
Texas
$120K -$262K -7,500 -68%
MA
456
MUFG Americas
New York
$120K +$74.3K +2,125 +156%
Parallax Volatility Advisers
457
Parallax Volatility Advisers
California
$119K +$121K +3,464 New
Walleye Trading
458
Walleye Trading
New York
$115K +$117K +3,356 New
KCM
459
Kathmere Capital Management
Pennsylvania
$113K +$115K +3,296 New
CHA
460
Carmichael Hill & Associates
Maryland
$112K +$42.4K +1,212 +60%
SAM
461
Shell Asset Management
Netherlands
$109K
NFSG
462
Newbridge Financial Services Group
Florida
$108K +$110K +3,135 New
PCM
463
Penserra Capital Management
California
$105K +$80K +2,286 +282%
FA
464
Fortis Advisors
Pennsylvania
$103K
AAP
465
Arax Advisory Partners
Colorado
$97K +$140 +4 +0.1%
GSWM
466
Golden State Wealth Management
California
$86K +$87.1K +2,490 New
GRP
467
Global Retirement Partners
California
$85K +$245 +7 +0.3%
FBT
468
First Bank & Trust
South Dakota
$80K +$6.68K +191 +9%
MWC
469
MBM Wealth Consultants
Missouri
$72K
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$71K -$2.24K -64 -3%
GWM
471
Geneos Wealth Management
Colorado
$70K -$15.6K -447 -18%
CWC
472
Carolinas Wealth Consulting
North Carolina
$68K +$69.1K +1,976 New
HFM
473
Harvest Fund Management
China
$67K +$65.1K +1,861 New
EWM
474
Edge Wealth Management
New York
$65K -$42K -1,200 -39%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$65K -$11.6K -332 -15%

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.