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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKWM
176
Walter & Keenan Wealth Management
Indiana
$698K – – –
ACM
177
Adalta Capital Management
New York
$687K – – –
IC
178
InterOcean Capital
Illinois
$679K -$104K -5,600 -13%
IH
179
IFC Holdings
Florida
$675K -$61.4K -3,304 -8%
GIM
180
Grassi Investment Management
California
$646K -$477K -25,672 -42%
MNBTD
181
Moody National Bank Trust Division
Texas
$640K – – –
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$638K +$638K +34,280 New
PCP
183
Proficio Capital Partners
Massachusetts
$627K – – –
CIBC World Market
184
CIBC World Market
Ontario, Canada
$609K -$337K -18,128 -36%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$591K -$27.2K -1,463 -4%
HCM
186
Highlander Capital Management
New Jersey
$586K -$54.6K -2,943 -9%
MC
187
Moors & Cabot
Massachusetts
$585K +$79.8K +4,282 +16%
CA
188
Commerzbank Aktiengesellschaft
Germany
$558K – – –
BIM
189
Beach Investment Management
Pennsylvania
$543K – – –
HFS
190
HL Financial Services
Kentucky
$528K – – –
BRWA
191
B. Riley Wealth Advisors
Florida
$528K +$40K +2,149 +8%
HBWM
192
Hollow Brook Wealth Management
New York
$527K -$1.58K -85 -0.3%
EFS
193
Essex Financial Services
Connecticut
$525K -$31.3K -1,681 -6%
V
194
Veritable
Delaware
$500K +$58K +3,116 +13%
VFA
195
Voya Financial Advisors
Connecticut
$492K -$94.1K -5,112 -16%
CI
196
Conning Inc
Connecticut
$475K -$475K -25,524 -50%
CG
197
Clinton Group
New York
$468K +$468K +25,169 New
DC
198
Davenport & Co
Virginia
$452K -$65K -3,495 -13%
LDB
199
Lee, Danner & Bass
Tennessee
$449K – – –
SXL
200
Summit X LLC
Missouri
$443K +$443K +23,794 New
6 7
8
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