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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
151
McKinley Capital Management
Alaska
$1.09M -$963K -47,429 -47%
SC
152
Scotia Capital
Ontario, Canada
$1.08M -$1.73K -85 -0.2%
PAG
153
Private Advisor Group
New Jersey
$1.06M +$428K +21,089 +67%
HCM
154
Hollencrest Capital Management
California
$1.05M +$2.7K +133 +0.3%
GA
155
Greytown Advisors
Florida
$1.05M +$11.1K +546 +1%
AG
156
Advisor Group
Arizona
$1.04M -$332K -16,382 -24%
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
$1.04M -$36.3K -1,791 -3%
CTC
158
Chai Trust Company
Illinois
$1.02M – – –
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$1M +$50.5K +2,487 +5%
HighTower Advisors
160
HighTower Advisors
Illinois
$931K +$23K +1,139 +3%
RIL
161
Rothschild Investment LLC
Illinois
$929K -$1.91M -93,975 -67%
Simplex Trading
162
Simplex Trading
Illinois
$924K +$924K +45,544 New
Verition Fund Management
163
Verition Fund Management
Connecticut
$914K +$128K +6,300 +16%
PCP
164
Proficio Capital Partners
Massachusetts
$909K – – –
Brown Advisory
165
Brown Advisory
Maryland
$845K -$3.61M -177,680 -81%
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$843K -$4.94M -243,278 -85%
SCA
167
STALEY CAPITAL ADVISERS
Pennsylvania
$816K – – –
MVP
168
Miller Value Partners
Florida
$812K – – –
NFC
169
Northeast Financial Consultants
Connecticut
$807K – – –
AHC
170
Adell Harriman & Carpenter
Texas
$775K -$6.09K -300 -0.8%
WKWM
171
Walter & Keenan Wealth Management
Indiana
$761K – – –
SCA
172
SMH Capital Advisors
Texas
$761K +$41 +2 +0%
CCA
173
Catalyst Capital Advisors
New York
$751K – – –
ACM
174
Adalta Capital Management
New York
$750K – – –
ClearBridge Investments
175
ClearBridge Investments
New York
$743K +$106K +5,196 +17%
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