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KKR & Co

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 33

116% more call options, than puts

Call options by funds: $129M | Put options by funds: $59.8M

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

28% more capital invested

Capital invested by funds: $7.63B → $9.78B (+$2.15B)

13% more funds holding

Funds holding: 366415 (+49)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5.45% more ownership

Funds ownership: 72.56%78.01% (+5.5%)

Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.45%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
51
Amundi Asset Management US
Massachusetts
$26.5M +$7.38M +324,004 +40%
LCP
52
LGT Capital Partners
Switzerland
$26.3M +$2.73M +120,000 +12%
Barclays
53
Barclays
United Kingdom
$25.6M +$2.56M +112,432 +11%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.4M -$2.54M -111,510 -9%
CS
55
Credit Suisse
Switzerland
$25.4M -$3.87M -170,125 -14%
PPA
56
Parametric Portfolio Associates
Washington
$25.4M -$1.33M -58,210 -5%
GF
57
Gabelli Funds
New York
$24.9M
BP
58
BBR Partners
New York
$24.5M +$59K +2,590 +0.2%
Charles Schwab
59
Charles Schwab
California
$24.3M +$1.38M +60,656 +6%
UBS AM
60
UBS AM
Illinois
$22.4M +$21.7M +951,100 +64,438%
HCM
61
Hilton Capital Management
New York
$22.2M +$3.46M +152,011 +19%
M2MC
62
Matthew 25 Management Corp
Pennsylvania
$21.7M -$5.81M -255,000 -22%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$20.4M +$2.05M +89,836 +12%
1832 Asset Management
64
1832 Asset Management
Ontario, Canada
$19.9M +$3.03M +133,100 +19%
Goldman Sachs
65
Goldman Sachs
New York
$19.5M -$48.7M -2,139,837 -72%
UBS Group
66
UBS Group
Switzerland
$19.4M -$6.9M -303,227 -27%
CC
67
Carlson Capital
Texas
$18.6M +$2.39M +105,039 +15%
HP
68
Hosking Partners
United Kingdom
$18.3M -$91.6K -4,023 -0.5%
GLCM
69
Greenlea Lane Capital Management
Connecticut
$18.1M +$1.43M +63,000 +9%
Renaissance Technologies
70
Renaissance Technologies
New York
$17.6M -$102K -4,483 -0.6%
CPM
71
Crescent Park Management
California
$17.2M +$15.2M +667,854 +1,025%
Citigroup
72
Citigroup
New York
$16.4M -$3.45M -151,404 -18%
MIH
73
Meitav Investment House
Israel
$16.3M -$8.17M -358,645 -34%
PCM
74
PenderFund Capital Management
British Columbia, Canada
$15.6M
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$15.5M +$4.76M +208,930 +46%

KKR Hedge Fund Activity: Q1 2019 in Review

415 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2019, worth a combined $9.78B — up 28% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new KKR positions and 33 closed out — a net gain of 56 holders — while 140 added to existing stakes and 101 trimmed.

The largest buyer was First Manhattan, opening a new position worth an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $57.7M.

  • 415 institutional investors held KKR & Co (KKR) as of Q1 2019, up from 366 in Q4 2018.
  • Funds reported $9.78B of KKR & Co stock for Q1 2019, up 28% quarter-over-quarter.
  • 89 funds opened new KKR & Co positions in Q1 2019 and 33 closed out, a net change of +56 holders.
  • The largest KKR & Co buyer in Q1 2019 was First Manhattan, an estimated $128M added.
  • The largest KKR & Co seller in Q1 2019 was Fidelity Investments, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2019.