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KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$200M
2
EIP
2
Epoch Investment Partners
New York
$147M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$133M
4
JCM
4
Junto Capital Management
New York
$74.8M
5
VVP
5
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$263M
2
VH
2
ValueAct Holdings
California
$1.29B
3
JSP
3
Jackson Square Partners
California
$664M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$8.14M +$4.16M +154,828 +104%
CC
102
Carlson Capital
Texas
$8.07M -$10.5M -392,172 -57%
BG
103
Bollard Group
Massachusetts
$8.03M +$40.1K +1,492 +0.5%
SH
104
SeaTown Holdings
Singapore
$7.98M +$7.98M +297,266 New
APG Asset Management
105
APG Asset Management
Netherlands
$7.93M +$7.93M +321,910 New
NSIM
106
North Star Investment Management
Illinois
$7.69M -$119K -4,439 -2%
RJA
107
Raymond James & Associates
Florida
$7.55M +$670K +24,954 +10%
PPA
108
Parametric Portfolio Associates
Washington
$7.49M -$8.89M -331,001 -54%
First Trust Advisors
109
First Trust Advisors
Illinois
$7.25M +$7.25M +270,132 New
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$6.84M +$649K +24,163 +10%
CCM
111
Concourse Capital Management
Georgia
$6.81M – – –
Nomura Asset Management
112
Nomura Asset Management
Japan
$6.7M +$1.1M +40,900 +20%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$6.62M -$106K -3,952 -2%
SCM
114
Springhouse Capital Management
Connecticut
$6.56M – – –
LPL Financial
115
LPL Financial
California
$6.48M +$166K +6,173 +3%
Asset Management One
116
Asset Management One
Japan
$6.46M +$158K +5,896 +3%
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
$6.39M +$3.9M +145,229 +156%
TU
118
TDAM USA
Ontario, Canada
$6.19M +$6.19M +230,615 New
CAM
119
Cacti Asset Management
Georgia
$6.17M – – –
CCA
120
Covey Capital Advisors
Georgia
$6.15M – – –
ACM
121
Alpha Capital Management
Texas
$6.06M +$130K +4,841 +2%
PWP
122
Private Wealth Partners
California
$5.91M +$521K +19,400 +10%
SI
123
Stephens Inc
Arkansas
$5.64M -$202K -7,510 -3%
GJIC
124
Gamble Jones Investment Counsel
California
$5.55M +$5.55M +206,795 New
RA
125
Royce & Associates
New York
$5.54M – – –
3 4
5
6 7