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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
2
JSP
Jackson Square Partners
California
$626M
3
BlackRock
BlackRock
New York
$303M
4
VVP
Vulcan Value Partners
Alabama
$694M
5
ECU
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
Bank of America
Bank of America
North Carolina
$102M
5
Citigroup
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$76.3M -$464M -17,022,336 -86%
AllianceBernstein
27
AllianceBernstein
Tennessee
$75.7M -$32.1M -1,178,939 -30%
Goldman Sachs
28
Goldman Sachs
New York
$72.2M -$96M -3,519,025 -57%
DAM
29
Davis Asset Management
California
$68.2M -$2.73M -100,000 -4%
Citigroup
30
Citigroup
New York
$66.1M -$159M -5,828,200 -71%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$65.7M +$57M +2,088,740 +653%
Brown Advisory
32
Brown Advisory
Maryland
$59.5M +$44.6M +1,635,263 +299%
Capital International Investors
33
Capital International Investors
California
$58.2M +$58.2M +2,135,660 New
Legal & General Group
34
Legal & General Group
United Kingdom
$56.9M +$2.17M +79,532 +4%
Northern Trust
35
Northern Trust
Illinois
$53.8M +$39M +1,429,809 +262%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$52M +$52M +1,907,336 New
JCM
37
Junto Capital Management
New York
$51.2M +$51.2M +1,879,136 New
PCMF
38
Private Capital Management (Florida)
Florida
$48.4M +$1.69M +61,865 +4%
UBS Group
39
UBS Group
Switzerland
$47.1M -$104M -3,796,122 -69%
Fidelity International
40
Fidelity International
Bermuda
$47M +$47M +1,725,232 New
CC
41
Cannell & Co
New York
$46.7M +$46.7M +1,712,525 New
PC
42
PM Capital
Australia
$42.3M -$7.01M -257,000 -14%
PGH
43
Partners Group Holding
Switzerland
$41M +$31.2M +1,143,544 +319%
DSA
44
Davis Selected Advisers
Arizona
$40.8M -$24.7M -906,400 -38%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$38.2M +$16.9M +619,900 +79%
SAMH
46
Shanda Asset Management Holdings
British Virgin Islands
$38.1M – – –
M2MC
47
Matthew 25 Management Corp
Pennsylvania
$36.1M -$3.82M -140,000 -10%
Wells Fargo
48
Wells Fargo
California
$35.8M +$1.85M +67,877 +5%
First Eagle Investment Management
49
First Eagle Investment Management
New York
$35.6M +$5.01M +183,597 +16%
AAMU
50
Amundi Asset Management US
Massachusetts
$34.9M +$22M +805,346 +169%
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