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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
2
JSP
Jackson Square Partners
California
$626M
3
BlackRock
BlackRock
New York
$303M
4
VVP
Vulcan Value Partners
Alabama
$694M
5
ECU
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
Bank of America
Bank of America
North Carolina
$102M
5
Citigroup
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$3.29M +$1.06M +38,797 +47%
ClearBridge Investments
127
ClearBridge Investments
New York
$3.22M +$857K +31,440 +36%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$3.1M -$1.44M -52,662 -32%
Ameriprise
129
Ameriprise
Minnesota
$3.06M +$3.06M +111,449 New
WSTAM
130
Wilbanks Smith & Thomas Asset Management
Virginia
$3.02M +$2.58M +94,424 +582%
BIC
131
Beach Investment Counsel
Pennsylvania
$2.9M – – –
MCMT
132
Moon Capital Management (Tennessee)
Tennessee
$2.87M -$296K -10,771 -9%
CBA
133
Coastal Bridge Advisors
Connecticut
$2.83M +$63.9K +2,345 +2%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$2.79M +$2.79M +102,403 New
SSI
135
Scott & Selber Inc
Texas
$2.77M +$2.77M +101,396 New
PA
136
Perennial Advisors
New York
$2.75M +$2.75M +100,809 New
CIBC World Market
137
CIBC World Market
Ontario, Canada
$2.62M +$2.62M +96,067 New
AIMCA
138
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.59M -$4.22M -154,800 -62%
IAM
139
Iridian Asset Management
Connecticut
$2.56M -$68.8M -2,524,102 -96%
TA
140
Teton Advisors
New York
$2.48M – – –
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$2.35M -$23.2K -850 -1%
CPA
142
Cowen Prime Advisors
New York
$2.34M -$221K -8,100 -9%
ECA
143
Endeavour Capital Advisors
Connecticut
$2.31M +$1.57M +57,615 +211%
EU
144
Emory University
Georgia
$2.3M -$411K -15,073 -15%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$2.3M -$717K -26,307 -24%
FCI
146
Financial Counselors Inc
Kansas
$2.3M +$2.3M +84,310 New
RA
147
Rational Advisors
New York
$2.23M +$2.09M +76,775 +1,575%
BMO
148
Beck Mack & Oliver
New York
$2.18M +$896K +32,850 +70%
USAA
149
United Services Automobile Association
Texas
$2.15M +$2.15M +78,944 New
PA
150
Pinnacle Associates
New York
$2.15M -$135K -4,948 -6%
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