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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$1.8M +$861K +42,425 +92%
EP
127
Elkhorn Partners
Nebraska
$1.77M -$447K -22,000 -20%
TYCC
128
Texas Yale Capital Corp
Florida
$1.75M – – –
FCI
129
Financial Counselors Inc
Kansas
$1.71M – – –
PA
130
Pinnacle Associates
New York
$1.71M -$26.4K -1,300 -2%
2L
131
22NW LP
Washington
$1.68M +$183K +9,000 +12%
PI
132
PineBridge Investments
New York
$1.58M +$348K +17,140 +28%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$1.57M +$1.02M +50,075 +182%
FWM
134
Focused Wealth Management
New York
$1.55M -$49.9K -2,458 -3%
Canada Life
135
Canada Life
Manitoba, Canada
$1.54M +$1.54M +75,575 New
MCP
136
Mirador Capital Partners
California
$1.53M -$6.07K -290 -0.4%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$1.5M -$38.6K -1,900 -3%
NC
138
NewSquare Capital
Pennsylvania
$1.48M +$61.3K +3,017 +4%
Invesco
139
Invesco
Georgia
$1.46M -$84.5K -4,165 -5%
Creative Planning
140
Creative Planning
Kansas
$1.33M +$223K +10,995 +20%
PCA
141
Private Capital Advisors
Connecticut
$1.27M – – –
PFP
142
Pinnacle Financial Partners
Tennessee
$1.26M +$17.8K +877 +1%
AIM
143
Allen Investment Management
New York
$1.23M +$372K +18,307 +43%
RA
144
Rational Advisors
New York
$1.23M +$1.23M +60,581 New
TCM
145
Tuttle Capital Management
Connecticut
$1.23M +$1.23M +60,581 New
CSM
146
CAMG Solamere Management
North Carolina
$1.21M +$9.5K +468 +0.8%
MA
147
MYDA Advisors
New York
$1.21M +$191K +9,400 +19%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.19M -$37.9K -1,869 -3%
FAAS
149
First Allied Advisory Services
California
$1.19M -$95.9K -4,750 -7%
CAM
150
Close Asset Management
United Kingdom
$1.18M – – –
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