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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
CFD
526
Creative Financial Designs
Indiana
$7K +$35 +1 +0.5%
SIM
527
Sonora Investment Management
Arizona
$7K +$7K +200 New
CG
528
Cutler Group
California
$6K -$224K -6,402 -97%
SIS
529
Sound Income Strategies
Florida
$6K +$5.63K +161 New
PB
530
Pinnacle Bancorp
Nebraska
$5K
S
531
SignatureFD
Georgia
$5K
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$4K +$3.57K +102 New
RE
533
RBC Europe
United Kingdom
$3.92K
PAM
534
Panagora Asset Management
Massachusetts
$3K -$1.75K -50 -39%
PC
535
Permanens Capital
New York
$3K
QCG
536
Quadrant Capital Group
Ohio
$2K -$3.39K -97 -68%
CA
537
Clearstead Advisors
Ohio
$2K
FMP
538
Financial Management Professionals
Texas
$2K
TC
539
Trust Company
Kansas
$2K +$2.41K +69 New
AWM
540
Avior Wealth Management
Nebraska
$1K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$1K +$909 +26 New
BHB
542
Bank Hapoalim BM
Israel
$403 -$39.5K -1,129 -9%
SSW
543
Smith Shellnut Wilson
Mississippi
$320
FCA
544
FinTrust Capital Advisors
South Carolina
$10
First Eagle Investment Management
545
First Eagle Investment Management
New York
-$34.8M -1,128,360 Closed
EIP
546
Easterly Investment Partners
Massachusetts
-$16.2M -525,064 Closed
Assenagon Asset Management
547
Assenagon Asset Management
Luxembourg
-$9.52M -308,271 Closed
SFM
548
Soros Fund Management
New York
-$6.63M -214,538 Closed
LG
549
Leuthold Group
Minnesota
-$4.58M -148,443 Closed
KIA
550
KCM Investment Advisors
California
-$3.28M -106,239 Closed

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.