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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
LCS
76
Levin Capital Strategies
New York
$15.4M -$2.28M -100,000 -13%
O
77
OppenheimerFunds
New York
$15.1M -$860K -37,753 -6%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$14.5M +$1.85M +81,122 +15%
Fidelity International
79
Fidelity International
Bermuda
$14.2M +$2.65M +116,504 +24%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$13M +$5.35M +234,765 +74%
Ameriprise
81
Ameriprise
Minnesota
$12.6M +$9.71M +426,249 +380%
ZDA
82
Zweig-DiMenna Associates
New York
$11.8M -$5.01M -220,181 -31%
Alkeon Capital Management
83
Alkeon Capital Management
New York
$11.7M -$28M -1,229,747 -71%
KCM
84
Kingstown Capital Management
New York
$11.7M +$11.4M +500,000 New
GI
85
GAMCO Investors
Connecticut
$10.8M +$660K +29,000 +7%
11A
86
10-15 Associates
New York
$10.7M +$339K +14,881 +3%
SEI Investments
87
SEI Investments
Pennsylvania
$10.6M +$2.23M +98,129 +28%
AA
88
ALPS Advisors
Colorado
$9.75M -$95.6K -4,200 -1%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$9.74M +$9.44M +414,622 New
WPEP
90
Walnut Private Equity Partners
Nebraska
$9.4M -$871K -38,235 -9%
EGA
91
Evermore Global Advisors
New Jersey
$9.26M +$72.9K +3,200 +0.8%
Skandinaviska Enskilda Banken (SEB)
92
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.23M +$587K +25,800 +7%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$8.99M -$518K -22,749 -6%
ClearBridge Investments
94
ClearBridge Investments
New York
$8.29M +$2.57M +112,827 +47%
OC
95
Oppenheimer & Co
New York
$7.79M +$587K +25,761 +8%
AFG
96
American Financial Group
Ohio
$7.77M -$4.55M -200,000 -38%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$7.67M +$7.44M +326,600 New
Millennium Management
98
Millennium Management
New York
$7.58M +$5.17M +227,068 +237%
PI
99
PEAK6 Investments
Illinois
$7.52M +$364K +16,001 +5%
SI
100
Stephens Inc
Arkansas
$7.5M +$21.2K +931 +0.3%

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.