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KKR & Co

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
26
Iridian Asset Management
Connecticut
$89.7M +$84.7M +3,719,706 +3,807%
Legal & General Group
27
Legal & General Group
United Kingdom
$83.2M +$23M +1,009,124 +40%
Morgan Stanley
28
Morgan Stanley
New York
$79.8M -$40.5M -1,779,099 -34%
Invesco
29
Invesco
Georgia
$71.3M +$58.2M +2,556,561 +534%
Northern Trust
30
Northern Trust
Illinois
$64.4M +$15.3M +671,942 +32%
Brown Advisory
31
Brown Advisory
Maryland
$58.9M +$805K +35,368 +1%
DAM
32
Davis Asset Management
California
$58.7M
JP Morgan Chase
33
JP Morgan Chase
New York
$51.2M -$3.65M -160,294 -7%
Wells Fargo
34
Wells Fargo
California
$44.3M +$8.04M +352,905 +23%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$44.2M +$42.8M +1,881,026 New
PCMF
36
Private Capital Management (Florida)
Florida
$40.8M -$1.22M -53,785 -3%
PC
37
PM Capital
Australia
$36.4M
DSA
38
Davis Selected Advisers
Arizona
$36.2M -$1.07M -47,078 -3%
Axa
39
Axa
France
$35.2M
Bank of New York Mellon
40
Bank of New York Mellon
New York
$34.5M +$11.8M +519,786 +55%
Deutsche Bank
41
Deutsche Bank
Germany
$32.5M -$2.97M -130,402 -9%
PCIG
42
Partners Capital Investment Group
Massachusetts
$32.5M +$857K +37,638 +3%
First Eagle Investment Management
43
First Eagle Investment Management
New York
$31.9M +$1.9M +83,600 +7%
SAMH
44
Shanda Asset Management Holdings
British Virgin Islands
$31.7M -$4.51M -198,100 -13%
CC
45
Cannell & Co
New York
$30.7M -$5.73M -251,600 -16%
MG
46
Markel Group
Virginia
$30.5M +$1.31M +57,500 +5%
PGH
47
Partners Group Holding
Switzerland
$29.4M -$6.55M -287,629 -19%
GAM
48
GVO Asset Management
Switzerland
$29.1M
AIM
49
Artemis Investment Management
United Kingdom
$27.9M -$14.6M -639,949 -35%
HWCM
50
Hudson Way Capital Management
Texas
$26.9M +$2.12M +93,276 +9%

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.