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KKR & Co
KKR

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $33.5M

10% more capital invested

Capital invested by funds: $5.69B → $6.25B (+$565M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

6% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 101

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0.76% less ownership

Funds ownership: 66.28% → 65.51% (-0.76%)

1% less funds holding

Funds holding: 319 → 316 (-3)

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
+$769M
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.4M
3
CS
Credit Suisse
Switzerland
+$52.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$44.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$602M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
GC
GMT Capital
Georgia
-$81.3M
4
LA
Lexington Advisors
New York
-$74.6M
5
BC
Brookfield Corp
Ontario, Canada
-$73.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$1.71M – – –
KACA
127
Kayne Anderson Capital Advisors
California
$1.69M +$1.37M +72,300 +657%
BIM
128
Bridgecreek Investment Management
Oklahoma
$1.66M +$1.55M +81,800 New
TYCC
129
Texas Yale Capital Corp
Florida
$1.65M – – –
NEI
130
Northwest & Ethical Investments
Ontario, Canada
$1.62M +$291K +15,350 +24%
CBA
131
Coastal Bridge Advisors
Connecticut
$1.57M +$512K +27,011 +54%
2L
132
22NW LP
Washington
$1.5M -$683K -36,000 -33%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$1.46M -$30.7M -1,617,676 -96%
MCP
134
Mirador Capital Partners
California
$1.45M +$13.8K +728 +1%
PAG
135
Private Advisor Group
New Jersey
$1.42M +$50.5K +2,661 +4%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.39M -$24.6K -1,298 -2%
CG
137
Cutler Group
California
$1.39M +$260K +13,679 +25%
FMBTD
138
First Midwest Bank Trust Division
Illinois
$1.38M – – –
NC
139
NewSquare Capital
Pennsylvania
$1.37M +$17.9K +943 +1%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$1.32M -$759 -40 -0.1%
Creative Planning
141
Creative Planning
Kansas
$1.32M +$350K +18,434 +40%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$1.31M +$160K +8,432 +15%
IC
143
Iconiq Capital
California
$1.29M – – –
PI
144
PineBridge Investments
New York
$1.27M -$94.3K -4,970 -7%
FPA
145
First Pacific Advisors
California
$1.27M -$24.7K -1,300 -2%
PCA
146
Private Capital Advisors
Connecticut
$1.25M -$18K -950 -2%
FAAS
147
First Allied Advisory Services
California
$1.25M -$46K -2,425 -4%
PFPT
148
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.24M – – –
OTC
149
Opera Trading Capital
France
$1.22M -$1.33M -70,000 -54%
CAM
150
Close Asset Management
United Kingdom
$1.2M – – –
4 5
6
7 8

KKR Hedge Fund Activity: Q3 2017 in Review

316 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2017, worth a combined $6.25B — up 9.9% from $5.69B a quarter earlier.

Fund positioning in KKR was balanced in Q3 2017: 34 funds opened new positions, 34 closed out, 107 added to existing stakes and 101 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $769M. The largest seller was Morgan Stanley, cutting an estimated $602M.

  • 316 institutional investors held KKR & Co (KKR) as of Q3 2017, down from 319 in Q2 2017.
  • Funds reported $6.25B of KKR & Co stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 34 funds opened new KKR & Co positions in Q3 2017 and 34 closed out, a net change of 0 holders.
  • The largest KKR & Co buyer in Q3 2017 was ValueAct Holdings, an estimated $769M added.
  • The largest KKR & Co seller in Q3 2017 was Morgan Stanley, an estimated $602M sold.

Based on aggregated 13F filings for Q3 2017.