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KKR & Co
KKR

Overview Fund Activity

509 hedge funds and large institutions have $12.7B invested in KKR & Co in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 145 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+50
Holders Change %
+10.89%
% of All Funds
10.05%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.53%
New
92
Increased
145
Reduced
146
Closed
37
Calls
$164M
Puts
$144M
Net Calls
+$19.8M
Net Calls Change
+$52.7M

Top Buyers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$147M
2
Invesco
2
Invesco
Georgia
$217M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$354M
4
WRF
4
Waddell & Reed Financial
Kansas
$72.3M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$158M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$563M
2
PI
2
Putnam Investments
Massachusetts
$84.2M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$111M
4
VH
4
ValueAct Holdings
California
$1.34B
5
Citadel Advisors
5
Citadel Advisors
Florida
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$122M +$5.36M +183,905 +5%
IAM
27
Iridian Asset Management
Connecticut
$112M -$37.2M -1,276,387 -25%
ECU
28
Egerton Capital (UK)
United Kingdom
$111M -$74.4M -2,552,006 -40%
CI Investments Inc
29
CI Investments Inc
Ontario, Canada
$110M -$13.9M -477,626 -11%
JCM
30
Junto Capital Management
New York
$100M +$18.9M +647,264 +23%
Morgan Stanley
31
Morgan Stanley
New York
$89.2M +$1.52M +52,076 +2%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$86.1M -$3.99M -136,716 -4%
PI
33
Putnam Investments
Massachusetts
$84.2M -$147M -5,030,430 -64%
Northern Trust
34
Northern Trust
Illinois
$82.3M -$2.76M -94,560 -3%
DAM
35
Davis Asset Management
California
$78.8M – – –
Brown Advisory
36
Brown Advisory
Maryland
$73.8M +$8.79M +301,184 +14%
WRF
37
Waddell & Reed Financial
Kansas
$72.3M +$67.5M +2,313,147 +1,388%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$58.2M -$2.93M -100,368 -5%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$54.3M +$1.07M +36,587 +2%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$53.5M +$53.5M +1,833,706 New
CS
41
Credit Suisse
Switzerland
$51.5M +$16.4M +563,778 +47%
Wells Fargo
42
Wells Fargo
California
$51M +$3.74M +128,081 +8%
PC
43
PM Capital
Australia
$45.4M – – –
Axa
44
Axa
France
$43.8M – – –
Goldman Sachs
45
Goldman Sachs
New York
$43.5M +$2.59M +88,745 +6%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$43.2M – – –
PCIG
47
Partners Capital Investment Group
Massachusetts
$42.4M +$1.61M +55,201 +4%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$42.3M +$5.97M +204,215 +16%
CI
49
Cambiar Investors
Colorado
$41.1M -$6.95M -238,321 -14%
MG
50
Markel Group
Virginia
$39.8M +$1.02M +35,100 +3%
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