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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
Barclays
51
Barclays
United Kingdom
$41.6M +$9.06M +259,022 +27%
LCP
52
LGT Capital Partners
Switzerland
$41.6M -$7M -200,000 -14%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$41.1M +$203K +5,813 +0.5%
PI
54
Putnam Investments
Massachusetts
$40M +$12.5M +357,588 +44%
Charles Schwab
55
Charles Schwab
California
$39M -$3.35M -95,898 -8%
UBS Group
56
UBS Group
Switzerland
$36.6M +$11.1M +318,557 +43%
Holocene Advisors
57
Holocene Advisors
New York
$34.9M +$35.5M +1,016,032 New
GF
58
Gabelli Funds
New York
$34.6M -$770K -22,000 -2%
DAM
59
Davis Asset Management
California
$34.3M
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$33.4M -$6.06M -173,233 -15%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$32.5M +$587K +16,775 +2%
AAMU
62
Amundi Asset Management US
Massachusetts
$31.9M -$878K -25,102 -3%
PGH
63
Partners Group Holding
Switzerland
$28.4M -$1.27M -36,196 -4%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$28.4M -$4.27M -121,989 -13%
National Pension Service
65
National Pension Service
South Korea
$27.5M
JCM
66
Junto Capital Management
New York
$27.1M -$29.5M -842,447 -52%
PCMF
67
Private Capital Management (Florida)
Florida
$26.9M -$3.69M -105,505 -12%
APG Asset Management
68
APG Asset Management
Netherlands
$26.3M +$9.29M +265,523 +42%
ClearBridge Investments
69
ClearBridge Investments
New York
$26M +$3.68M +105,180 +16%
CI
70
Cambiar Investors
Colorado
$25.6M -$5.1M -145,745 -16%
PC
71
PM Capital
Australia
$25.2M -$11.7M -333,175 -31%
EG
72
Enstar Group
Bermuda
$25.1M
GRIM
73
Greenhaven Road Investment Management
Connecticut
$24.9M +$5.91M +169,000 +30%
SH
74
SeaTown Holdings
Singapore
$24.7M -$7.76M -222,000 -24%
RA
75
Rovida Advisors
Florida
$24.1M +$3.55M +101,600 +17%

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.