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KKR & Co
KKR

Overview Fund Activity

292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$389M
2
ACM
AKRE Capital Management
Virginia
$249M
3
IAM
Iridian Asset Management
Connecticut
$65.1M
4
PI
Putnam Investments
Massachusetts
$235M
5
Goldman Sachs
Goldman Sachs
New York
$153M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.95M
2
UBS Group
UBS Group
Switzerland
$137M
3
CS
Credit Suisse
Switzerland
$0
4
Russell Investments Group
Russell Investments Group
United Kingdom
$19.1M
5
Bank of America
Bank of America
North Carolina
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAC
76
Acorn Advisory Capital
New York
$6.76M +$1.22M +49,000 +22%
BCM
77
Bluefin Capital Management
New York
$6.55M +$6.55M +263,677 New
JSP
78
Jackson Square Partners
California
$6.49M +$6.49M +261,144 New
GI
79
GAMCO Investors
Connecticut
$6.29M – – –
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.2M +$1.21M +48,500 +24%
DnB Asset Management
81
DnB Asset Management
Norway
$5.75M -$32.3K -1,300 -0.6%
CCA
82
Covey Capital Advisors
Georgia
$5.46M +$401K +16,142 +8%
GCM
83
Gator Capital Management
Florida
$5.42M – – –
CAM
84
Cacti Asset Management
Georgia
$5.09M – – –
OA
85
Oxbow Advisors
Texas
$4.69M -$458K -18,430 -9%
PWP
86
Private Wealth Partners
California
$4.61M -$727K -29,240 -14%
Invesco
87
Invesco
Georgia
$4.53M +$2.74M +110,367 +153%
BCA
88
Benchmark Capital Advisors
New York
$4.44M +$198K +7,950 +5%
BCM
89
Beck Capital Management
Texas
$4.4M -$345K -13,885 -7%
CCM
90
Chickasaw Capital Management
Tennessee
$4.36M -$64.6K -2,600 -1%
DIP
91
DT Investment Partners
Pennsylvania
$4.31M +$101K +4,054 +2%
SCM
92
SOL Capital Management
Maryland
$4.13M +$94.4K +3,800 +2%
GJCM
93
Grand Jean Capital Management
California
$3.72M +$241K +9,680 +7%
Citadel Advisors
94
Citadel Advisors
Florida
$3.71M +$92.4K +3,719 +3%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$3.61M -$467K -18,787 -11%
RJA
96
Raymond James & Associates
Florida
$3.53M +$210K +8,451 +6%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$3.36M – – –
QOP
98
Quinn Opportunity Partners
Virginia
$3.23M -$3.15M -126,950 -49%
MA
99
MYDA Advisors
New York
$2.98M +$1.51M +60,600 +102%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$2.9M +$2.9M +116,669 New
2 3
4
5 6