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KKR & Co
KKR

Overview Fund Activity

292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$389M
2
ACM
AKRE Capital Management
Virginia
$249M
3
IAM
Iridian Asset Management
Connecticut
$65.1M
4
PI
Putnam Investments
Massachusetts
$235M
5
Goldman Sachs
Goldman Sachs
New York
$153M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.95M
2
UBS Group
UBS Group
Switzerland
$137M
3
CS
Credit Suisse
Switzerland
$0
4
Russell Investments Group
Russell Investments Group
United Kingdom
$19.1M
5
Bank of America
Bank of America
North Carolina
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Scotia Capital
Ontario, Canada
$1.07M +$2.92K +145 +0.3%
TCM
152
Tuttle Capital Management
Connecticut
$1.02M -$483K -19,434 -32%
SCA
153
STALEY CAPITAL ADVISERS
Pennsylvania
$999K – – –
EP
154
Elkhorn Partners
Nebraska
$994K -$1.17M -47,000 -54%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$987K -$238K -9,590 -19%
LSAG
156
Lake Street Advisors Group
New Hampshire
$946K +$946K +38,064 New
WKWM
157
Walter & Keenan Wealth Management
Indiana
$932K – – –
IC
158
InterOcean Capital
Illinois
$907K – – –
CA
159
Commerzbank Aktiengesellschaft
Germany
$903K +$152K +6,117 +20%
PFS
160
Prospera Financial Services
Texas
$883K +$333K +13,384 +60%
FPA
161
First Pacific Advisors
California
$870K +$383K +15,400 +79%
ANRIA
162
American National Registered Investment Advisor
Texas
$844K – – –
MC
163
Moors & Cabot
Massachusetts
$817K +$1.97K +80 +0.2%
MNBTD
164
Moody National Bank Trust Division
Texas
$757K – – –
DWM
165
Dakota Wealth Management
Florida
$747K +$747K +30,076 New
SGCA
166
Steel Grove Capital Advisors
Tennessee
$746K -$5.59K -225 -0.7%
MWVC
167
Morgens Waterfall Vintiadis & Co
New York
$746K +$746K +30,000 New
SCA
168
SMH Capital Advisors
Texas
$731K -$201K -8,098 -22%
NFC
169
Northeast Financial Consultants
Connecticut
$725K -$263K -10,600 -27%
CCA
170
Catalyst Capital Advisors
New York
$718K -$201K -8,100 -22%
V
171
Veritable
Delaware
$693K -$14.1K -569 -2%
ECA
172
Endeavour Capital Advisors
Connecticut
$677K +$677K +27,253 New
VFA
173
Voya Financial Advisors
Connecticut
$661K -$10K -411 -1%
OTC
174
Opera Trading Capital
France
$660K -$373K -15,000 -36%
HCM
175
Hodges Capital Management
Texas
$641K -$19.3K -776 -3%
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