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KKR & Co
KKR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B
2
JSP
2
Jackson Square Partners
California
$626M
3
BlackRock
3
BlackRock
New York
$303M
4
VVP
4
Vulcan Value Partners
Alabama
$694M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
Citigroup
5
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
76
DSAM Partners
United Kingdom
$14.7M +$14.7M +537,281 New
AFG
77
American Financial Group
Ohio
$14.5M – – –
AA
78
ALPS Advisors
Colorado
$13.6M -$986K -36,150 -7%
ZDA
79
Zweig-DiMenna Associates
New York
$12.9M +$12.9M +474,659 New
WPEP
80
Walnut Private Equity Partners
Nebraska
$12M +$82 +3 +0%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$11.7M +$634K +23,246 +6%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$11.2M +$11.2M +412,196 New
11A
83
10-15 Associates
New York
$11M -$2.07M -76,067 -16%
GI
84
GAMCO Investors
Connecticut
$10.6M +$3.67M +134,422 +53%
CCM
85
Concourse Capital Management
Georgia
$10.6M – – –
Bank of New York Mellon
86
Bank of New York Mellon
New York
$10.5M +$9.96M +365,232 +1,985%
Group One Trading
87
Group One Trading
Illinois
$10.3M -$7.23M -265,152 -41%
SEI Investments
88
SEI Investments
Pennsylvania
$9.42M +$6.66M +244,189 +241%
Barclays
89
Barclays
United Kingdom
$9.07M -$16.9M -620,317 -65%
SI
90
Stephens Inc
Arkansas
$8.94M -$558K -20,452 -6%
OC
91
Oppenheimer & Co
New York
$8.26M -$1.16M -42,639 -12%
LPL Financial
92
LPL Financial
California
$8.04M +$121K +4,428 +2%
NSIM
93
North Star Investment Management
Illinois
$7.62M +$89.9K +3,297 +1%
BG
94
Bollard Group
Massachusetts
$7.59M – – –
AAC
95
Acorn Advisory Capital
New York
$7.42M – – –
CPM
96
Crescent Park Management
California
$6.67M +$6.67M +244,712 New
Hudson Bay Capital Management
97
Hudson Bay Capital Management
Connecticut
$6.42M +$6.42M +235,480 New
PWP
98
Private Wealth Partners
California
$6.04M +$982K +36,000 +19%
CAM
99
Cacti Asset Management
Georgia
$5.82M +$90.2K +3,280 +2%
CCA
100
Covey Capital Advisors
Georgia
$5.76M -$230K -8,430 -4%
2 3
4
5 6