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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
SIAS
476
Shine Investment Advisory Services
Colorado
$63K
CIA
477
CSat Investment Advisory
Michigan
$63K +$5.6K +160 +10%
Ensign Peak Advisors
478
Ensign Peak Advisors
Utah
$59K +$59.6K +1,705 New
BWL
479
Bogart Wealth LLC
Virginia
$58K
CFB
480
Cullen/Frost Bankers
Texas
$58K +$23.8K +680 +68%
AF
481
Arrow Financial
New York
$57K
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$56K +$57K +1,630 New
CT
483
Caldwell Trust
Florida
$52.7K -$17.9K -511 -25%
HI
484
Hoey Investments
Pennsylvania
$50K +$8.74K +250 +21%
EI
485
Ellevest Inc
New York
$48K +$49.2K +1,407 New
KFS
486
Kelly Financial Services
Massachusetts
$42.9K
NFG
487
Next Financial Group
Texas
$41K +$42K +1,200 New
WTC
488
WhitTier Trust Company
Nevada
$38K
PCG
489
Private Capital Group
Connecticut
$37K
AA
490
AlphaMark Advisors
Kentucky
$34K
TCOV
491
Trust Company of Vermont
Vermont
$34K
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$34K +$15.4K +440 +81%
DAM
493
Delta Asset Management
Tennessee
$33K
SQA
494
Simon Quick Advisors
New Jersey
$32K -$1.4K -40 -4%
CAM
495
CenterStar Asset Management
Illinois
$30K
MWP
496
Meridian Wealth Partners
Pennsylvania
$30K
FWM
497
Focused Wealth Management
New York
$29K -$69.9K -1,999 -70%
BAM
498
Bellevue Asset Management
Washington
$29K
PFS
499
Prospera Financial Services
Texas
$29K +$29.5K +843 New
AA
500
Ancora Advisors
Ohio
$27K

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.