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.
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: 501 → 546 (+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: 24 → 22 (-2)
13% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$152M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$72M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$46.4M |
| 4 |
Alkeon Capital Management
New York
|
+$39.2M |
| 5 |
Holocene Advisors
New York
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$60.7M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$52.9M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$50M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$39.9M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
-$38.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
576
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$16K | -605 | Closed |
|
|
CI
577
CX Institutional
Auburn,
Indiana
| – | -$19K | -600 | Closed |
|
578
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$16K | -506 | Closed |
|
|
DI
579
Disciplined Investments
Tulsa,
Oklahoma
| – | -$15K | -500 | Closed |
|
|
RAM
580
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$12K | -418 | Closed |
|
|
FNBOSM
581
First National Bank of South Miami
South Miami,
Florida
| – | -$12K | -400 | Closed |
|
|
RWB
582
RMR Wealth Builders
Montclair,
New Jersey
| – | -$10K | -337 | Closed |
|
|
EWP
583
Engrave Wealth Partners
The Woodlands,
Texas
| – | -$8K | -288 | Closed |
|
|
SFG
584
Sowa Financial Group
Lincoln,
Rhode Island
| – | -$6K | -200 | Closed |
|
|
ZB
585
Zions Bancorporation
Salt Lake City,
Utah
| – | -$2K | -53 | Closed |
|
|
BWA
586
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$2K | -50 | Closed |
|
|
RCA
587
Ranch Capital Advisors
Sarasota,
Florida
| – | -$1K | -30 | 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.