KKR & Co
367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.
547% more call options, than puts
Call options by funds: $312M | Put options by funds: $48.2M
162% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 47
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
31% more capital invested
Capital invested by funds: $8.1B → $10.6B (+$2.53B)
26% more funds holding
Funds holding: 292 → 367 (+75)
8.78% more ownership
Funds ownership: 65.48% → 74.26% (+8.8%)
10% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.01B |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$606M |
| 3 |
BlackRock
New York
|
+$280M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$262M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$455M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$414M |
| 3 |
JP Morgan Chase
New York
|
-$362M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$221M |
| 5 |
Citigroup
New York
|
-$156M |
KKR Hedge Fund Activity: Q3 2018 in Review
367 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2018, worth a combined $10.6B — up 31% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new KKR positions and 47 closed out — a net gain of 76 holders — while 89 added to existing stakes and 99 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $1.01B. The largest seller was Morgan Stanley, cutting an estimated $455M.
- 367 institutional investors held KKR & Co (KKR) as of Q3 2018, up from 292 in Q2 2018.
- Funds reported $10.6B of KKR & Co stock for Q3 2018, up 31% quarter-over-quarter.
- 123 funds opened new KKR & Co positions in Q3 2018 and 47 closed out, a net change of +76 holders.
- The largest KKR & Co buyer in Q3 2018 was Vanguard Group, an estimated $1.01B added.
- The largest KKR & Co seller in Q3 2018 was Morgan Stanley, an estimated $455M sold.
Based on aggregated 13F filings for Q3 2018.