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KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.34M -$201K -11,022 -13%
PAG
127
Private Advisor Group
New Jersey
$1.32M -$162K -9,178 -11%
SC
128
Scotia Capital
Ontario, Canada
$1.28M +$156K +8,545 +14%
MCP
129
Mirador Capital Partners
California
$1.26M -$1.13K -62 -0.1%
FAAS
130
First Allied Advisory Services
California
$1.25M -$9.04K -496 -0.7%
FMBTD
131
First Midwest Bank Trust Division
Illinois
$1.24M -$7.98K -438 -0.6%
PCA
132
Private Capital Advisors
Connecticut
$1.2M -$126K -6,900 -10%
NC
133
NewSquare Capital
Pennsylvania
$1.17M +$132K +7,230 +13%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$1.16M +$118K +6,469 +11%
IC
135
Iconiq Capital
California
$1.15M – – –
GIM
136
Grassi Investment Management
California
$1.1M -$23.7K -1,300 -2%
Invesco
137
Invesco
Georgia
$1.09M +$98.2K +5,383 +10%
CAM
138
Close Asset Management
United Kingdom
$1.08M – – –
CSM
139
CAMG Solamere Management
North Carolina
$1.05M +$1.05M +57,502 New
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$1.01M -$45.7K -2,509 -4%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$962K -$53.8K -2,950 -5%
NFC
142
Northeast Financial Consultants
Connecticut
$961K – – –
WA
143
Wasatch Advisors
Utah
$947K -$260K -14,269 -22%
ANI
144
American National Insurance
Texas
$935K – – –
CI
145
Conning Inc
Connecticut
$931K – – –
CCA
146
Catalyst Capital Advisors
New York
$930K – – –
CIBC World Market
147
CIBC World Market
Ontario, Canada
$927K -$619K -33,970 -40%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$922K +$125K +6,868 +16%
CTC
149
Chai Trust Company
Illinois
$912K – – –
William Blair & Company
150
William Blair & Company
Illinois
$876K -$83.9K -4,650 -9%
4 5
6
7 8