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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
101
Global Endowment Management
North Carolina
$11.9M +$3.97M +113,610 +49%
Nomura Asset Management
102
Nomura Asset Management
Japan
$11.7M -$523K -14,960 -4%
Man Group
103
Man Group
United Kingdom
$11.7M +$11.9M +340,587 New
RA
104
RiverPark Advisors
New York
$11.4M +$4.66M +133,290 +68%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$11.3M -$590K -16,856 -5%
Citigroup
106
Citigroup
New York
$11M -$12.2M -347,598 -52%
11A
107
10-15 Associates
New York
$10.8M -$53.5K -1,531 -0.5%
PCM
108
PenderFund Capital Management
British Columbia, Canada
$10.7M -$2.83M -80,900 -26%
BG
109
Bollard Group
Massachusetts
$10.4M +$39.7K +1,135 +0.4%
MCM
110
Maltese Capital Management
New York
$10M +$252K +7,200 +3%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$9.99M +$10.2M +291,011 New
OC
112
Oppenheimer & Co
New York
$9.81M -$277K -7,927 -3%
AllianceBernstein
113
AllianceBernstein
Tennessee
$9.64M -$83K -2,374 -0.8%
UCFA
114
United Capital Financial Advisors
Texas
$9.62M +$85.4K +2,441 +0.9%
Lord, Abbett & Co
115
Lord, Abbett & Co
New Jersey
$9.53M -$3.39M -96,820 -26%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$8.92M +$4.52M +129,335 +99%
Stifel Financial
117
Stifel Financial
Missouri
$8.84M -$1.3M -37,127 -13%
Canada Life
118
Canada Life
Manitoba, Canada
$8.48M +$2.91M +83,204 +51%
LPL Financial
119
LPL Financial
California
$8.42M -$98.4K -2,814 -1%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$8.33M +$388K +11,086 +5%
WAM
121
Weiss Asset Management
Massachusetts
$8.21M +$8.36M +239,000 New
Asset Management One
122
Asset Management One
Japan
$8.15M -$241K -6,880 -3%
GJIC
123
Gamble Jones Investment Counsel
California
$7.91M -$18.8K -538 -0.2%
GC
124
Gillson Capital
Illinois
$7.91M +$8.05M +230,211 New
PWP
125
Private Wealth Partners
California
$7.67M -$22.7K -650 -0.3%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.