KKR & Co
303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.
349% more call options, than puts
Call options by funds: $134M | Put options by funds: $29.9M
12% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 97
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
1.84% more ownership
Funds ownership: 59.12% → 60.97% (+1.8%)
4% less funds holding
Funds holding: 317 → 303 (-14)
6% less capital invested
Capital invested by funds: $4.24B → $3.98B (-$255M)
20% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$85.1M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$62.5M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
+$40M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$35.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$179M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$49M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$27M |
| 4 |
Citigroup
New York
|
-$23.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21.9M |
KKR Hedge Fund Activity: Q1 2016 in Review
303 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2016, worth a combined $3.98B — down 6% from $4.24B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of KKR and 36 opened new positions — a net loss of 9 holders — while 97 trimmed existing stakes and 109 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $85.1M. The largest seller was Morgan Stanley, cutting an estimated $179M.
- 303 institutional investors held KKR & Co (KKR) as of Q1 2016, down from 317 in Q4 2015.
- Funds reported $3.98B of KKR & Co stock for Q1 2016, down 6% quarter-over-quarter.
- 36 funds opened new KKR & Co positions in Q1 2016 and 45 closed out, a net change of -9 holders.
- The largest KKR & Co buyer in Q1 2016 was Capital Research Global Investors, an estimated $85.1M added.
- The largest KKR & Co seller in Q1 2016 was Morgan Stanley, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2016.