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KKR & Co
KKR

Overview Fund Activity

453 hedge funds and large institutions have $10.6B invested in KKR & Co in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+38
Holders Change %
+9.16%
% of All Funds
9.85%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.54%
New
85
Increased
130
Reduced
135
Closed
42
Calls
$133M
Puts
$66.6M
Net Calls
+$66.4M
Net Calls Change
-$2.92M

Top Buyers

1
IAM
1
Iridian Asset Management
Connecticut
$158M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$183M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$527M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$422M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.15B

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$47.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$338M
3
MC
3
Maverick Capital
Texas
$48.7M
4
VVP
4
Vulcan Value Partners
Alabama
$661M
5
JSP
5
Jackson Square Partners
California
$690M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
476
Wealthspire Advisors (Maryland)
Maryland
– -$100K -4,250 Closed
SFSIG
477
San Francisco Sentry Investment Group
California
– -$96K -4,100 Closed
SQA
478
Simon Quick Advisors
New Jersey
– -$84K -3,589 Closed
WCM
479
WealthBridge Capital Management
Ohio
– -$72K -3,000 Closed
SWM
480
SeaCrest Wealth Management
New York
– -$64K -2,732 Closed
WTB
481
Washington Trust Bank
Washington
– -$57K -2,440 Closed
BL
482
Balentine LLC
Georgia
– -$47K -2,000 Closed
KPW
483
Kore Private Wealth
New York
– -$25K -1,052 Closed
CAM
484
Cresset Asset Management
Illinois
– -$24K -1,011 Closed
LFG
485
Larson Financial Group
Missouri
– -$21K -900 Closed
LPC
486
Loeb Partners Corp
New York
– -$12K -500 Closed
CFG
487
Citizens Financial Group
Rhode Island
– -$12K -500 Closed
DWM
488
Destination Wealth Management
California
– -$11K -452 Closed
MFW
489
Mosaic Family Wealth
Missouri
– -$7K -312 Closed
AA
490
Advisory Alpha
Michigan
– -$3.59K -150 Closed
SF
491
Synovus Financial
Georgia
– -$3K -127 Closed
PFO
492
Pathstone Family Office
New Jersey
– -$3K -110 Closed
BIAS
493
Beacon Investment Advisory Services
New Jersey
– -$333K – –
16 17 18 19
20