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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
JPC
551
Jabodon PT Co
Nevada
-$2.08M -67,289 Closed
BCM
552
BlueMar Capital Management
Florida
-$1.69M -54,643 Closed
N
553
Natixis
France
-$961K -31,119 Closed
Twin Tree Management
554
Twin Tree Management
Texas
-$1.05M -30,133 Closed
MGIA
555
Moneta Group Investment Advisors
Missouri
-$886K -28,692 Closed
Arrowstreet Capital
556
Arrowstreet Capital
Massachusetts
-$582K -18,852 Closed
TNB
557
TCF National Bank
South Dakota
-$423K -16,750 Closed
OGC
558
One68 Global Capital
New York
-$463K -15,000 Closed
PHK
559
Point72 Hong Kong
Hong Kong
-$447K -14,473 Closed
ALAM
560
Asahi Life Asset Management
Japan
-$357K -11,550 Closed
GPFA
561
Game Plan Financial Advisors
Ohio
-$334K -10,800 Closed
PH
562
Pinnacle Holdings
Oklahoma
-$274K -8,885 Closed
VF
563
Virtu Financial
New York
-$265K -8,595 Closed
JIC
564
Johnson Investment Counsel
Ohio
-$235K -7,598 Closed
VCM
565
Virtue Capital Management
Tennessee
-$208K -6,746 Closed
MYAM
566
Meiji Yasuda Asset Management
Japan
-$202K -6,550 Closed
JWA
567
JFS Wealth Advisors
Pennsylvania
-$191K -6,200 Closed
FANJ
568
Financial Architects (New Jersey)
New Jersey
-$120K -3,879 Closed
BL
569
Balentine LLC
Georgia
-$83K -2,680 Closed
VFA
570
Valeo Financial Advisors
Indiana
-$78K -2,517 Closed
SF
571
Synovus Financial
Georgia
-$74K -2,373 Closed
1832 Asset Management
572
1832 Asset Management
Ontario, Canada
-$52K -1,700 Closed
MA
573
Modus Advisors
Minnesota
-$36K -1,150 Closed
BFIM
574
Beese Fulmer Investment Management
Ohio
-$27K -872 Closed
KPW
575
Kore Private Wealth
New York
-$26K -842 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.