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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
FHA
501
Flagship Harbor Advisors
Massachusetts
$26K +$105 +3 +0.4%
PVH
502
Psagot Value Holdings
Israel
$25K -$6.3K -180 -20%
TFGT
503
TS Financial Group (TSFG)
Illinois
$25K +$105 +3 +0.4%
LGWM
504
Litman Gregory Wealth Management
California
$24K +$24.3K +694 New
BFEC
505
Benjamin F. Edwards & Company
Missouri
$23K
MHR
506
Matthew Hamilton Rosenberg
$23K
AWA
507
Arkadios Wealth Advisors
Georgia
$21.5K
TFS
508
TrustCore Financial Services
Tennessee
$21K -$3.5K -100 -14%
FHA
509
First Horizon Advisors
Tennessee
$20K -$10.2K -292 -33%
AIM
510
Arcadia Investment Management
Michigan
$20K
IFAM
511
Institutional & Family Asset Management
Colorado
$18K +$70 +2 +0.4%
WT
512
Washington Trust
Rhode Island
$18K +$14K +400 +342%
CFA
513
Carroll Financial Associates
North Carolina
$17K
TCM
514
Tradewinds Capital Management
Washington
$17K
JWM
515
Jeppson Wealth Management
California
$15K +$15.7K +450 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
516
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K -$92.4K -2,643 -88%
FFA
517
Founders Financial Alliance
North Carolina
$13K +$13.3K +379 New
BBL
518
Beck Bode LLC
Massachusetts
$12K +$12.5K +357 New
EARNEST Partners
519
EARNEST Partners
Georgia
$12K +$12.6K +359 New
Axa
520
Axa
France
$11K +$11.4K +326 New
Millennium Management
521
Millennium Management
New York
$10.1K -$17.6M -502,919 -63%
EWM
522
Endurance Wealth Management
Rhode Island
$10K
NNP
523
Nachman Norwood & Parrott
South Carolina
$10K +$10.5K +300 New
RA
524
Rational Advisors
New York
$8K +$8.57K +245 New
WB
525
Webster Bank
Connecticut
$7K

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.