KKR & Co
333 hedge funds and large institutions have $6.98B invested in KKR & Co in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 34 closing their positions.
186% more call options, than puts
Call options by funds: $79.7M | Put options by funds: $27.9M
59% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 34
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
12% more capital invested
Capital invested by funds: $6.25B → $6.98B (+$726M)
5% more funds holding
Funds holding: 316 → 333 (+17)
3.92% more ownership
Funds ownership: 65.51% → 69.43% (+3.9%)
5% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$152M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$86.4M |
| 3 |
Citigroup
New York
|
+$82.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$67.6M |
| 5 |
Morgan Stanley
New York
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lexington Advisors
New York
|
-$82.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$38.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$35M |
| 4 |
Renaissance Technologies
New York
|
-$26.7M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$14.8M |
KKR Hedge Fund Activity: Q4 2017 in Review
333 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2017, worth a combined $6.98B — up 12% from $6.25B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new KKR positions and 34 closed out — a net gain of 20 holders — while 106 added to existing stakes and 101 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $152M. The largest seller was Lexington Advisors, cutting an estimated $82.6M.
- 333 institutional investors held KKR & Co (KKR) as of Q4 2017, up from 316 in Q3 2017.
- Funds reported $6.98B of KKR & Co stock for Q4 2017, up 12% quarter-over-quarter.
- 54 funds opened new KKR & Co positions in Q4 2017 and 34 closed out, a net change of +20 holders.
- The largest KKR & Co buyer in Q4 2017 was T. Rowe Price Associates, an estimated $152M added.
- The largest KKR & Co seller in Q4 2017 was Lexington Advisors, an estimated $82.6M sold.
Based on aggregated 13F filings for Q4 2017.