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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPM
126
Crescent Park Management
California
$7.67M +$2.13M +60,783 +37%
NSIM
127
North Star Investment Management
Illinois
$7.6M -$1.54M -44,072 -17%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$7.6M +$275K +7,863 +4%
Renaissance Technologies
129
Renaissance Technologies
New York
$7.58M +$5.85M +167,300 +314%
CCM
130
Callodine Capital Management
Massachusetts
$7.38M -$2.2M -62,797 -23%
EGA
131
Evermore Global Advisors
New Jersey
$7.33M -$422K -12,075 -5%
SEI Investments
132
SEI Investments
Pennsylvania
$7.2M -$4.3M -122,829 -37%
SIC
133
Schwartz Investment Counsel
Michigan
$6.9M
FNBT
134
FineMark National Bank & Trust
Florida
$6.87M -$59.8K -1,711 -0.8%
CCA
135
Covey Capital Advisors
Georgia
$6.78M +$60.4K +1,728 +0.9%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$6.71M -$6.3K -180 -0.1%
Nomura Holdings
137
Nomura Holdings
Japan
$6.58M +$6.69M +191,400 New
TU
138
TDAM USA
Ontario, Canada
$6.55M -$1.09M -31,164 -14%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$6.36M -$24.2K -693 -0.4%
VC
140
Voss Capital
Texas
$6.35M -$350K -10,000 -5%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$6.32M +$2.59M +74,013 +67%
BUB
142
BBVA USA Bancshares
Texas
$6.3M +$386K +11,036 +6%
FAF
143
Fjarde Ap-fonden
Sweden
$6.17M -$325K -9,300 -5%
ECM
144
Engine Capital Management
New York
$5.84M
Aviva
145
Aviva
United Kingdom
$5.78M +$5.89M +168,447 New
JI
146
Jeereddi Investments
California
$5.54M
JMPWA
147
JP Morgan Private Wealth Advisors
California
$5.43M +$511K +14,618 +10%
AHC
148
Adell Harriman & Carpenter
Texas
$5.33M +$165K +4,730 +3%
ASRS
149
Arizona State Retirement System
Arizona
$5.25M +$1.26M +35,995 +31%
First Trust Advisors
150
First Trust Advisors
Illinois
$5.18M -$6.55M -187,357 -55%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.