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KKR & Co
KKR

501 hedge funds and large institutions have $13.9B invested in KKR & Co in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 161 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $149M | Put options by funds: $86.3M

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

36% more capital invested

Capital invested by funds: $10.2B → $13.9B (+$3.69B)

5% more funds holding

Funds holding: 479 → 501 (+22)

2.7% more ownership

Funds ownership: 77.68% → 80.38% (+2.7%)

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-1)

14% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 161

Holders
501
Holders Change
+22
Holders Change %
+4.59%
% of All Funds
10.27%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
86
Increased
139
Reduced
161
Closed
61
Calls
$149M
Puts
$86.3M
Net Calls
+$63M
Net Calls Change
+$2.95M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$352M
2
BlackRock
BlackRock
New York
+$298M
3
State Street
State Street
Massachusetts
+$118M
4
ECU
Egerton Capital (UK)
United Kingdom
+$71.9M
5
JCM
Junto Capital Management
New York
+$43.8M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$124M
2
JSP
Jackson Square Partners
California
-$122M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$63.1M
4
MC
Maverick Capital
Texas
-$56.4M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$48M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
551
Financial Gravity Asset Management
Texas
– -$15 -650 Closed
OSAM
552
O'Shaughnessy Asset Management
Connecticut
– -$14K -608 Closed
CAN
553
Claraphi Advisory Network
United States
– -$12K -500 Closed
NIT
554
NumerixS Investment Technologies
British Columbia, Canada
– -$12K -500 Closed
SIM
555
Sonora Investment Management
Arizona
– -$5K -200 Closed
QAM
556
QCI Asset Management
New York
– -$2K -102 Closed
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -100 Closed
PA
558
Parallel Advisors
California
– +$269 +10 New
AWM
559
Avior Wealth Management
Nebraska
– +$860 +32 New
19 20 21 22
23

KKR Hedge Fund Activity: Q2 2020 in Review

501 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2020, worth a combined $13.9B — up 36% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KKR positions and 61 closed out — a net gain of 25 holders — while 139 added to existing stakes and 161 trimmed.

The largest buyer was Capital International Investors, adding an estimated $352M. The largest seller was Pzena Investment Management, cutting an estimated $124M.

  • 501 institutional investors held KKR & Co (KKR) as of Q2 2020, up from 479 in Q1 2020.
  • Funds reported $13.9B of KKR & Co stock for Q2 2020, up 36% quarter-over-quarter.
  • 86 funds opened new KKR & Co positions in Q2 2020 and 61 closed out, a net change of +25 holders.
  • The largest KKR & Co buyer in Q2 2020 was Capital International Investors, an estimated $352M added.
  • The largest KKR & Co seller in Q2 2020 was Pzena Investment Management, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2020.