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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
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$1.98M -$117K -7,755 -6%
DnB Asset Management
102
DnB Asset Management
Norway
$1.88M -$232K -15,400 -11%
GCIA
103
Gabelli & Co Investment Advisers
New York
$1.85M – – –
Creative Planning
104
Creative Planning
Kansas
$1.83M +$947K +62,812 +112%
EP
105
Elkhorn Partners
Nebraska
$1.83M +$13.6K +900 +0.8%
PI
106
PineBridge Investments
New York
$1.78M +$99.2K +6,580 +6%
UCFA
107
United Capital Financial Advisors
Texas
$1.77M -$167K -11,093 -9%
IA
108
IFP Advisors
Florida
$1.74M -$198K -13,113 -10%
PCM
109
Palisade Capital Management
New Jersey
$1.73M -$1.04M -69,037 -38%
QC
110
Quadrature Capital
United Kingdom
$1.71M +$872K +57,837 +108%
MCM
111
McKinley Capital Management
Alaska
$1.7M -$44.4K -2,942 -3%
2L
112
22NW LP
Washington
$1.69M +$1.66M +109,780 New
BIC
113
Beach Investment Counsel
Pennsylvania
$1.64M -$76.9K -5,100 -5%
PA
114
Pinnacle Associates
New York
$1.57M -$30.3K -2,012 -2%
Ameriprise
115
Ameriprise
Minnesota
$1.49M -$68.5K -4,544 -4%
Citadel Advisors
116
Citadel Advisors
Florida
$1.48M +$917K +60,807 +173%
PAG
117
Private Advisor Group
New Jersey
$1.45M -$131K -8,710 -9%
CC
118
Chanos & Company
New York
$1.43M +$1.41M +93,196 New
BP
119
BBR Partners
New York
$1.42M – – –
HSBC Holdings
120
HSBC Holdings
United Kingdom
$1.4M -$356K -23,602 -21%
TA
121
Teton Advisors
New York
$1.4M – – –
QOP
122
Quinn Opportunity Partners
Virginia
$1.39M +$1.36M +90,000 New
TH
123
Timber Hill
Connecticut
$1.33M +$1.05M +69,424 +410%
CIBC World Market
124
CIBC World Market
Ontario, Canada
$1.31M +$754K +49,997 +144%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.3M +$258K +17,135 +25%
3 4
5
6 7

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.