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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
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$111M -$11.6M -330,644 -9%
FCM
27
Frontier Capital Management
Massachusetts
$104M -$29.5M -842,328 -22%
Federated Hermes
28
Federated Hermes
Pennsylvania
$99.9M +$114K +3,268 +0.1%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$95.9M -$10.3M -295,716 -10%
EIP
30
Epoch Investment Partners
New York
$94.8M -$26.3M -752,623 -21%
Brown Advisory
31
Brown Advisory
Maryland
$92.1M -$18.3K -524 -0%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.6M -$3.83M -109,449 -4%
MC
33
Maverick Capital
Texas
$84.2M -$12.1M -346,114 -12%
Morgan Stanley
34
Morgan Stanley
New York
$75.6M -$4.91M -140,338 -6%
BFM
35
Blacksheep Fund Management
Ireland
$69M
IAM
36
Iridian Asset Management
Connecticut
$67.7M -$52.9M -1,513,659 -43%
Goldman Sachs
37
Goldman Sachs
New York
$66.6M +$32.3M +923,702 +91%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$66.5M +$1.36M +38,807 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$63.4M -$7.02M -200,646 -10%
JP Morgan Chase
40
JP Morgan Chase
New York
$61.4M +$2.58M +73,811 +4%
N
41
Nuveen
North Carolina
$60.3M +$22M +628,012 +56%
Wells Fargo
42
Wells Fargo
California
$57.8M -$739K -21,123 -1%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$55.1M -$25.7M -734,895 -31%
CS
44
Credit Suisse
Switzerland
$50.9M -$15.2M -434,987 -23%
UBS AM
45
UBS AM
Illinois
$50.7M +$1.38M +39,538 +3%
MG
46
Markel Group
Virginia
$47.4M
PCIG
47
Partners Capital Investment Group
Massachusetts
$46.4M +$1.92M +55,005 +4%
Ameriprise
48
Ameriprise
Minnesota
$42.6M +$322K +9,207 +0.7%
HWCM
49
Hudson Way Capital Management
Texas
$42.5M +$1.64M +46,800 +4%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$41.8M +$969K +27,696 +2%

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.