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KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
176
Beach Investment Management
Pennsylvania
$533K +$533K +29,220 New
Citadel Advisors
177
Citadel Advisors
Florida
$528K -$1.22M -66,947 -70%
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$521K – – –
HBWM
179
Hollow Brook Wealth Management
New York
$518K -$72K -3,946 -12%
HFS
180
HL Financial Services
Kentucky
$517K -$118K -6,500 -19%
HNB
181
Huntington National Bank
Ohio
$492K -$232K -12,714 -32%
GCP
182
GSA Capital Partners
United Kingdom
$492K +$492K +26,975 New
MC
183
Moors & Cabot
Massachusetts
$491K -$82K -4,531 -14%
BRWA
184
B. Riley Wealth Advisors
Florida
$478K -$466K -25,560 -49%
LDB
185
Lee, Danner & Bass
Tennessee
$440K – – –
FDS
186
First Dallas Securities
Texas
$433K -$9.12K -500 -2%
V
187
Veritable
Delaware
$433K +$14.1K +774 +3%
DC
188
Davenport & Co
Virginia
$428K -$23.1K -1,500 -5%
GEM
189
Global Endowment Management
North Carolina
$427K – – –
Simplex Trading
190
Simplex Trading
Illinois
$422K -$282K -15,501 -40%
SM
191
Salzhauer Michael
$419K – – –
GW
192
GW & Wade
Massachusetts
$406K +$129K +7,065 +46%
GA
193
Greytown Advisors
Florida
$399K -$155K -8,509 -28%
NPC
194
National Planning Corporation
California
$390K -$22.5K -1,250 -5%
CB
195
Chemical Bank
Michigan
$367K – – –
Axa
196
Axa
France
$364K – – –
TH
197
Timber Hill
Connecticut
$358K -$1.21M -66,683 -77%
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$349K +$23.8K +1,302 +7%
SWM
199
Segment Wealth Management
Texas
$345K +$118K +6,465 +52%
SCM
200
Sterling Capital Management
North Carolina
$343K -$140K -7,700 -29%
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