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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$1.04M +$5.58K +300 +0.5%
CG
152
Cutler Group
California
$1.02M -$1.49M -80,031 -59%
HCM
153
Hodges Capital Management
Texas
$1.02M +$178K +9,577 +21%
SWP
154
Stratos Wealth Partners
Ohio
$981K +$232K +12,476 +31%
HS
155
HighVista Strategies
Massachusetts
$971K +$971K +52,215 New
NFC
156
Northeast Financial Consultants
Connecticut
$962K -$18.6K -1,000 -2%
ANI
157
American National Insurance
Texas
$954K – – –
CCA
158
Catalyst Capital Advisors
New York
$949K – – –
AG
159
Advisor Group
Arizona
$937K +$47.7K +2,563 +5%
CBA
160
Coastal Bridge Advisors
Connecticut
$934K +$934K +50,206 New
CTC
161
Chai Trust Company
Illinois
$930K – – –
LWM
162
Lyell Wealth Management
California
$930K +$222K +11,950 +31%
WA
163
Wasatch Advisors
Utah
$927K -$39.7K -2,134 -4%
WCA
164
Waratah Capital Advisors
Ontario, Canada
$901K +$901K +48,424 New
CFMC
165
Curbstone Financial Management Corp
New Hampshire
$893K -$88.4K -4,750 -9%
HighTower Advisors
166
HighTower Advisors
Illinois
$887K +$50.9K +2,726 +6%
Creative Planning
167
Creative Planning
Kansas
$865K -$1.2M -64,621 -58%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$844K -$37.2K -1,998 -4%
IAA
169
Ironsides Asset Advisors
North Carolina
$755K – – –
MVP
170
Miller Value Partners
Florida
$744K +$744K +40,000 New
AHC
171
Adell Harriman & Carpenter
Texas
$722K +$13K +700 +2%
BGC
172
Blue Granite Capital
South Carolina
$707K – – –
ANRIA
173
American National Registered Investment Advisor
Texas
$704K – – –
WMSA
174
Weiss Multi-Strategy Advisers
New York
$701K +$701K +37,700 New
CWM
175
Concert Wealth Management
California
$699K -$134K -7,211 -16%
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7
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