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KKR & Co
KKR

305 hedge funds and large institutions have $4.18B invested in KKR & Co in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $144M | Put options by funds: $43.5M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.76B → $4.18B (+$426M)

4% more funds holding

Funds holding: 293 → 305 (+12)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.01% less ownership

Funds ownership: 60.49% → 60.47% (-0.01%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
305
Holders Change
+12
Holders Change %
+4.1%
% of All Funds
7.63%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
47
Increased
88
Reduced
110
Closed
31
Calls
$144M
Puts
$43.5M
Net Calls
+$100M
Net Calls Change
+$53.5M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$107M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
+$70.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$68.2M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$60.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
FPP
Findlay Park Partners
United Kingdom
-$94.5M
2
GC
GMT Capital
Georgia
-$79.3M
3
IG
ING Group
Netherlands
-$71.4M
4
N
Natixis
France
-$28.6M
5
TG
TCW Group
California
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
76
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.62M +$4.52M +300,000 New
Northern Trust
77
Northern Trust
Illinois
$4.57M +$203K +13,475 +5%
PG
78
PEAK6 Group
Illinois
$4.51M -$481K -31,909 -10%
GAM
79
GVO Asset Management
Switzerland
$4.23M – – –
AIU
80
Algebris Investments (UK)
United Kingdom
$4.18M -$4.38M -290,670 -52%
GI
81
GAMCO Investors
Connecticut
$3.9M -$30.2K -2,000 -0.8%
JRP
82
Jasper Ridge Partners
California
$3.75M – – –
PWP
83
Private Wealth Partners
California
$3.57M -$659K -43,700 -16%
OA
84
Oxbow Advisors
Texas
$3.48M -$133K -8,788 -4%
PGH
85
Partners Group Holding
Switzerland
$3.48M -$7.16M -475,000 -68%
RJA
86
Raymond James & Associates
Florida
$3.44M -$520K -34,474 -13%
NSIM
87
North Star Investment Management
Illinois
$3.17M -$474K -31,419 -13%
Group One Trading
88
Group One Trading
Illinois
$3.11M +$2M +132,701 +191%
GPC
89
Glacier Peak Capital
Washington
$2.83M +$2.77M +184,000 New
AL
90
Airain Ltd
Guernsey
$2.61M +$836K +55,451 +49%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$2.59M -$135K -8,978 -5%
BCM
92
Beck Capital Management
Texas
$2.47M +$2.42M +160,653 New
BCA
93
Benchmark Capital Advisors
New York
$2.42M +$335K +22,184 +16%
CCA
94
Covey Capital Advisors
Georgia
$2.39M +$567K +37,600 +32%
SCM
95
SOL Capital Management
Maryland
$2.38M -$1.59M -105,400 -41%
CCM
96
Chickasaw Capital Management
Tennessee
$2.35M -$28.3K -1,875 -1%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$2.32M -$166K -10,988 -7%
RIL
98
Rothschild Investment LLC
Illinois
$2.22M +$63K +4,177 +3%
RO
99
Reservoir Operations
New York
$2.2M – – –
Stifel Financial
100
Stifel Financial
Missouri
$2.14M +$183K +12,135 +10%
2 3
4
5 6

KKR Hedge Fund Activity: Q4 2016 in Review

305 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2016, worth a combined $4.18B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KKR positions and 31 closed out — a net gain of 16 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $107M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $94.5M sold.

  • 305 institutional investors held KKR & Co (KKR) as of Q4 2016, up from 293 in Q3 2016.
  • Funds reported $4.18B of KKR & Co stock for Q4 2016, up 11% quarter-over-quarter.
  • 47 funds opened new KKR & Co positions in Q4 2016 and 31 closed out, a net change of +16 holders.
  • The largest KKR & Co buyer in Q4 2016 was Citigroup, an estimated $107M added.
  • The largest KKR & Co seller in Q4 2016 was Findlay Park Partners, an estimated $94.5M sold.

Based on aggregated 13F filings for Q4 2016.