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KKR & Co
KKR

Overview Fund Activity

292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$389M
2
ACM
AKRE Capital Management
Virginia
$249M
3
IAM
Iridian Asset Management
Connecticut
$65.1M
4
PI
Putnam Investments
Massachusetts
$235M
5
Goldman Sachs
Goldman Sachs
New York
$153M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.95M
2
UBS Group
UBS Group
Switzerland
$137M
3
CS
Credit Suisse
Switzerland
$0
4
Russell Investments Group
Russell Investments Group
United Kingdom
$19.1M
5
Bank of America
Bank of America
North Carolina
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEI
126
Northwest & Ethical Investments
Ontario, Canada
$1.82M -$14.9K -600 -0.8%
FWM
127
Focused Wealth Management
New York
$1.7M -$196K -7,897 -10%
TSS
128
Two Sigma Securities
New York
$1.68M +$934K +37,583 +125%
Creative Planning
129
Creative Planning
Kansas
$1.63M -$348 -14 -0%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$1.61M +$1.61M +64,915 New
PFP
131
Pinnacle Financial Partners
Tennessee
$1.54M – – –
BPM
132
Blue Pool Management
Hong Kong
$1.54M +$1.54M +61,788 New
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.5M +$48.6K +1,956 +3%
CSM
134
CAMG Solamere Management
North Carolina
$1.49M +$11.3K +454 +0.8%
HCM
135
Hilton Capital Management
New York
$1.43M +$1.03M +41,315 +253%
MCM
136
McKinley Capital Management
Alaska
$1.42M +$85.4K +3,440 +6%
AG
137
Advisor Group
Arizona
$1.39M +$111K +4,465 +9%
HCM
138
Hollencrest Capital Management
California
$1.29M +$3.33K +134 +0.3%
GA
139
Greytown Advisors
Florida
$1.28M – – –
EGPO
140
EnTrust Global Partners Offshore
New York
$1.26M -$1.71M -69,000 -58%
CTC
141
Chai Trust Company
Illinois
$1.24M – – –
SC
142
Selz Capital
New York
$1.24M +$1.24M +50,000 New
AIM
143
Allen Investment Management
New York
$1.24M -$274K -11,011 -18%
ACH
144
ArrowMark Colorado Holdings
Colorado
$1.23M +$870K +35,000 +244%
SG Americas Securities
145
SG Americas Securities
New York
$1.22M -$1.23M -49,628 -50%
BMO
146
Beck Mack & Oliver
New York
$1.17M +$1.17M +47,000 New
RIL
147
Rothschild Investment LLC
Illinois
$1.14M – – –
CM
148
Caption Management
Oklahoma
$1.12M +$1.12M +45,000 New
PCP
149
Proficio Capital Partners
Massachusetts
$1.11M – – –
AHC
150
Adell Harriman & Carpenter
Texas
$1.09M +$142K +5,700 +15%
4 5
6
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