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KKR & Co
KKR

Overview Fund Activity

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSM
151
CAMG Solamere Management
North Carolina
$1.19M +$11K +542 +0.9%
SC
152
Scotia Capital
Ontario, Canada
$1.1M +$1.1M +53,891 New
HS
153
HighVista Strategies
Massachusetts
$1.06M – – –
NFC
154
Northeast Financial Consultants
Connecticut
$1.05M – – –
CCA
155
Catalyst Capital Advisors
New York
$1.04M – – –
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$1.03M +$105K +5,178 +11%
CTC
157
Chai Trust Company
Illinois
$1.02M – – –
AG
158
Advisor Group
Arizona
$1.02M -$9.09K -447 -0.9%
AIMCA
159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.01M +$1.01M +49,683 New
HCM
160
Hollencrest Capital Management
California
$969K +$607K +29,855 +168%
GA
161
Greytown Advisors
Florida
$936K +$491K +24,153 +110%
WA
162
Wasatch Advisors
Utah
$923K -$90K -4,428 -9%
LWM
163
Lyell Wealth Management
California
$913K -$104K -5,095 -10%
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$879K +$613K +30,155 +230%
HighTower Advisors
165
HighTower Advisors
Illinois
$855K -$108K -5,345 -11%
State Street
166
State Street
Massachusetts
$818K +$818K +40,259 New
MVP
167
Miller Value Partners
Florida
$813K – – –
AHC
168
Adell Harriman & Carpenter
Texas
$809K +$20.3K +1,000 +3%
WKWM
169
Walter & Keenan Wealth Management
Indiana
$762K – – –
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$760K +$63K +3,100 +9%
SWP
171
Stratos Wealth Partners
Ohio
$759K -$313K -15,401 -29%
ACM
172
Adalta Capital Management
New York
$751K – – –
IC
173
InterOcean Capital
Illinois
$742K – – –
GIM
174
Grassi Investment Management
California
$706K – – –
ANRIA
175
American National Registered Investment Advisor
Texas
$705K -$64K -3,150 -8%
5 6
7
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