KKR icon

KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
151
Jane Street
New York
$874K +$448K +24,579 +105%
AG
152
Advisor Group
Arizona
$872K +$116K +6,352 +15%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$864K -$657K -36,019 -43%
VKH
154
Virtu KCG Holdings
New York
$856K -$6.7M -367,837 -89%
HCM
155
Hodges Capital Management
Texas
$820K +$492 +27 +0.1%
HighTower Advisors
156
HighTower Advisors
Illinois
$816K -$105K -5,779 -11%
IC
157
InterOcean Capital
Illinois
$767K +$767K +42,100 New
IAA
158
Ironsides Asset Advisors
North Carolina
$740K -$399K -21,900 -35%
SWP
159
Stratos Wealth Partners
Ohio
$734K +$179K +9,802 +32%
IH
160
IFC Holdings
Florida
$719K -$8.55K -471 -1%
GJCM
161
Grand Jean Capital Management
California
$717K +$717K +39,310 New
AHC
162
Adell Harriman & Carpenter
Texas
$695K -$76.6K -4,200 -10%
LWM
163
Lyell Wealth Management
California
$694K -$54.7K -3,000 -7%
BGC
164
Blue Granite Capital
South Carolina
$693K – – –
ANRIA
165
American National Registered Investment Advisor
Texas
$690K – – –
CWM
166
Concert Wealth Management
California
$689K +$15.4K +1,000 +2%
WKWM
167
Walter & Keenan Wealth Management
Indiana
$684K – – –
ACM
168
Adalta Capital Management
New York
$673K +$673K +36,934 New
HCM
169
Highlander Capital Management
New Jersey
$630K – – –
MNBTD
170
Moody National Bank Trust Division
Texas
$626K – – –
PCP
171
Proficio Capital Partners
Massachusetts
$607K +$607K +32,400 New
Neuberger Berman Group
172
Neuberger Berman Group
New York
$606K -$16.8M -918,588 -97%
VFA
173
Voya Financial Advisors
Connecticut
$566K +$43.6K +2,452 +8%
CA
174
Commerzbank Aktiengesellschaft
Germany
$547K -$89.4K -4,904 -14%
EFS
175
Essex Financial Services
Connecticut
$545K -$50.8K -2,788 -9%
5 6
7
8 9