We are live on ! Find out more
KKR icon

KKR & Co
KKR

333 hedge funds and large institutions have $6.98B invested in KKR & Co in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $79.7M | Put options by funds: $27.9M

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

12% more capital invested

Capital invested by funds: $6.25B → $6.98B (+$726M)

5% more funds holding

Funds holding: 316 → 333 (+17)

3.92% more ownership

Funds ownership: 65.51% → 69.43% (+3.9%)

5% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 101

Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.55%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
54
Increased
106
Reduced
101
Closed
34
Calls
$79.7M
Puts
$27.9M
Net Calls
+$51.8M
Net Calls Change
+$7.02M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$152M
2
UBS Group
UBS Group
Switzerland
+$86.4M
3
Citigroup
Citigroup
New York
+$82.8M
4
Bank of America
Bank of America
North Carolina
+$67.6M
5
Morgan Stanley
Morgan Stanley
New York
+$51.8M

Top Sellers

Rank Fund Capital Flow
1
LA
Lexington Advisors
New York
-$82.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$38.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35M
4
Renaissance Technologies
Renaissance Technologies
New York
-$26.7M
5
AIM
Artemis Investment Management
United Kingdom
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GECH
101
Garnet Equity Capital Holdings
New York
$3.37M +$3.21M +160,000 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$3.3M -$31.2K -1,551 -1%
RJA
103
Raymond James & Associates
Florida
$3.26M -$608K -30,289 -16%
BCA
104
Benchmark Capital Advisors
New York
$3.26M -$100K -4,985 -3%
SAM
105
Serengeti Asset Management
New York
$3.16M +$3.01M +150,000 New
GJCM
106
Grand Jean Capital Management
California
$2.94M +$848K +42,205 +43%
RIL
107
Rothschild Investment LLC
Illinois
$2.94M -$10K -500 -0.4%
EGPO
108
EnTrust Global Partners Offshore
New York
$2.71M +$2.59M +128,900 New
Loomis, Sayles & Company
109
Loomis, Sayles & Company
Massachusetts
$2.57M +$2.45M +122,120 New
PCM
110
Palisade Capital Management
New Jersey
$2.54M – – –
Russell Investments Group
111
Russell Investments Group
United Kingdom
$2.47M – – –
BIM
112
Bridgecreek Investment Management
Oklahoma
$2.42M +$667K +33,200 +41%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2.38M -$285K -14,190 -11%
Wolverine Trading
114
Wolverine Trading
Illinois
$2.33M +$126K +6,265 +6%
EP
115
Elkhorn Partners
Nebraska
$2.3M -$199K -9,900 -8%
MCM
116
McKinley Capital Management
Alaska
$2.13M -$64.2K -3,196 -3%
PA
117
Perennial Advisors
New York
$2.13M +$21.7K +1,080 +1%
ANI
118
American National Insurance
Texas
$2.04M – – –
HT
119
HAP Trading
New York
$2.01M -$681K -33,917 -26%
CPA
120
Cowen Prime Advisors
New York
$2.01M -$283K -14,100 -13%
TC
121
Telemus Capital
Michigan
$2M +$3.66K +182 +0.2%
Ameriprise
122
Ameriprise
Minnesota
$2M -$9.9K -493 -0.5%
EU
123
Emory University
Georgia
$1.98M +$1.89M +93,944 New
Citadel Advisors
124
Citadel Advisors
Florida
$1.92M +$1.83M +91,265 New
TA
125
Teton Advisors
New York
$1.91M – – –
3 4
5
6 7

KKR Hedge Fund Activity: Q4 2017 in Review

333 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2017, worth a combined $6.98B — up 12% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new KKR positions and 34 closed out — a net gain of 20 holders — while 106 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $152M. The largest seller was Lexington Advisors, cutting an estimated $82.6M.

  • 333 institutional investors held KKR & Co (KKR) as of Q4 2017, up from 316 in Q3 2017.
  • Funds reported $6.98B of KKR & Co stock for Q4 2017, up 12% quarter-over-quarter.
  • 54 funds opened new KKR & Co positions in Q4 2017 and 34 closed out, a net change of +20 holders.
  • The largest KKR & Co buyer in Q4 2017 was T. Rowe Price Associates, an estimated $152M added.
  • The largest KKR & Co seller in Q4 2017 was Lexington Advisors, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2017.