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KKR & Co
KKR

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $33.5M

10% more capital invested

Capital invested by funds: $5.69B → $6.25B (+$565M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

6% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 101

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0.76% less ownership

Funds ownership: 66.28% → 65.51% (-0.76%)

1% less funds holding

Funds holding: 319 → 316 (-3)

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
+$769M
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.4M
3
CS
Credit Suisse
Switzerland
+$52.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$44.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$602M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
GC
GMT Capital
Georgia
-$81.3M
4
LA
Lexington Advisors
New York
-$74.6M
5
BC
Brookfield Corp
Ontario, Canada
-$73.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
GMT Capital
Georgia
$12.4M -$81.3M -4,283,800 -88%
GAM
52
GVO Asset Management
Switzerland
$12M +$4M +210,750 +55%
Pzena Investment Management
53
Pzena Investment Management
New York
$11.6M -$143K -7,532 -1%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$10.2M -$190K -10,000 -2%
Credit Agricole
55
Credit Agricole
France
$9.89M +$9.23M +486,418 New
11A
56
10-15 Associates
New York
$9.78M +$1.06M +55,617 +13%
BIC
57
Beach Investment Counsel
Pennsylvania
$9.51M -$17.1K -900 -0.2%
JCP
58
Jabre Capital Partners
Switzerland
$9.45M +$1.99M +105,000 +29%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$8.93M +$1.2M +63,513 +17%
WPEP
60
Walnut Private Equity Partners
Nebraska
$8.91M – – –
CCM
61
Concourse Capital Management
Georgia
$8.87M +$643K +33,890 +8%
LPL Financial
62
LPL Financial
California
$8.68M -$168K -8,868 -2%
BlackRock
63
BlackRock
New York
$8.58M +$672K +35,402 +9%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$7.92M +$2.75M +145,169 +59%
OC
65
Oppenheimer & Co
New York
$7.63M +$58.9K +3,105 +0.8%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$7.14M +$1.52M +80,000 +30%
AF
67
Ally Financial
Michigan
$6.81M – – –
WCA
68
Waratah Capital Advisors
Ontario, Canada
$6.74M +$5.37M +282,981 +584%
AA
69
ALPS Advisors
Colorado
$6.7M -$15.5M -819,244 -71%
LHC
70
Levy Harkins & Co
New York
$6.65M -$19.7K -1,040 -0.3%
AAMU
71
Amundi Asset Management US
Massachusetts
$6.63M -$1.09M -57,219 -15%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$6.39M +$793K +41,817 +15%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$6.34M -$2.45M -129,126 -29%
SI
74
Stephens Inc
Arkansas
$6.13M -$118K -6,221 -2%
JG
75
Jefferies Group
New York
$6M +$5.6M +295,300 New
1 2
3
4 5

KKR Hedge Fund Activity: Q3 2017 in Review

316 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2017, worth a combined $6.25B — up 9.9% from $5.69B a quarter earlier.

Fund positioning in KKR was balanced in Q3 2017: 34 funds opened new positions, 34 closed out, 107 added to existing stakes and 101 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $769M. The largest seller was Morgan Stanley, cutting an estimated $602M.

  • 316 institutional investors held KKR & Co (KKR) as of Q3 2017, down from 319 in Q2 2017.
  • Funds reported $6.25B of KKR & Co stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 34 funds opened new KKR & Co positions in Q3 2017 and 34 closed out, a net change of 0 holders.
  • The largest KKR & Co buyer in Q3 2017 was ValueAct Holdings, an estimated $769M added.
  • The largest KKR & Co seller in Q3 2017 was Morgan Stanley, an estimated $602M sold.

Based on aggregated 13F filings for Q3 2017.