KKR & Co
KKR
479 hedge funds and large institutions have $10.2B invested in KKR & Co in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 90 closing their positions.
64% more call options, than puts
Call options by funds: $153M | Put options by funds: $93.2M
4% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 165
1.41% less ownership
Funds ownership: 79.09% → 77.68% (-1.4%)
6% less funds holding
Funds holding: 511 → 479 (-32)
7% less funds holding in top 10
Funds holding in top 10: 27 → 25 (-2)
20% less capital invested
Capital invested by funds: $12.7B → $10.2B (-$2.52B)
30% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$278M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$143M |
| 3 |
BlackRock
New York
|
+$108M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$107M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$157M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$144M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$122M |
| 4 |
JCM
Junto Capital Management
New York
|
-$100M |
| 5 |
Pzena Investment Management
New York
|
-$81.6M |
KKR Hedge Fund Activity: Q1 2020 in Review
479 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2020, worth a combined $10.2B — down 20% from $12.7B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of KKR and 63 opened new positions — a net loss of 27 holders — while 165 trimmed existing stakes and 159 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $278M. The largest seller was Citadel Advisors, cutting an estimated $157M.
- 479 institutional investors held KKR & Co (KKR) as of Q1 2020, down from 511 in Q4 2019.
- Funds reported $10.2B of KKR & Co stock for Q1 2020, down 20% quarter-over-quarter.
- 63 funds opened new KKR & Co positions in Q1 2020 and 90 closed out, a net change of -27 holders.
- The largest KKR & Co buyer in Q1 2020 was Capital International Investors, an estimated $278M added.
- The largest KKR & Co seller in Q1 2020 was Citadel Advisors, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2020.