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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
2
JSP
Jackson Square Partners
California
$626M
3
BlackRock
BlackRock
New York
$303M
4
VVP
Vulcan Value Partners
Alabama
$694M
5
ECU
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
Bank of America
Bank of America
North Carolina
$102M
5
Citigroup
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
151
NewSquare Capital
Pennsylvania
$2.12M +$110K +4,032 +5%
SIC
152
Schwartz Investment Counsel
Michigan
$2.08M +$2.08M +76,300 New
MCP
153
Mirador Capital Partners
California
$2.02M +$2.02M +74,139 New
TC
154
Telemus Capital
Michigan
$1.96M -$545K -20,000 -22%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$1.95M +$302K +11,064 +18%
BC
156
Brinker Capital
Pennsylvania
$1.92M +$1.92M +70,465 New
Canada Life
157
Canada Life
Manitoba, Canada
$1.91M +$1.91M +70,035 New
NEI
158
Northwest & Ethical Investments
Ontario, Canada
$1.88M -$109K -4,000 -5%
IA
159
IFP Advisors
Florida
$1.87M -$392K -14,380 -17%
Loomis, Sayles & Company
160
Loomis, Sayles & Company
Massachusetts
$1.84M -$947K -34,728 -34%
ET
161
Equitable Trust
Tennessee
$1.81M +$1.81M +66,483 New
FWM
162
Focused Wealth Management
New York
$1.7M -$164K -6,005 -9%
PFP
163
Pinnacle Financial Partners
Tennessee
$1.69M – – –
BPM
164
Blue Pool Management
Hong Kong
$1.69M – – –
RJFSA
165
Raymond James Financial Services Advisors
Florida
$1.68M -$85.7K -3,144 -5%
CA
166
Commerzbank Aktiengesellschaft
Germany
$1.67M +$677K +24,822 +68%
CSM
167
CAMG Solamere Management
North Carolina
$1.65M +$11K +402 +0.7%
FMT
168
First Mercantile Trust
Tennessee
$1.65M +$1.65M +60,335 New
CAM
169
Close Asset Management
United Kingdom
$1.61M +$1.61M +59,184 New
MCM
170
McKinley Capital Management
Alaska
$1.57M +$12K +441 +0.8%
HighTower Advisors
171
HighTower Advisors
Illinois
$1.53M +$1.53M +55,840 New
Creative Planning
172
Creative Planning
Kansas
$1.46M -$327K -11,979 -18%
AHC
173
Adell Harriman & Carpenter
Texas
$1.45M +$248K +9,100 +21%
SC
174
Scotia Capital
Ontario, Canada
$1.44M -$9.47K -347 -0.7%
UCFA
175
United Capital Financial Advisors
Texas
$1.38M +$1.38M +50,766 New
5 6
7
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