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KKR & Co
KKR

Overview Fund Activity

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
176
Veritable
Delaware
$705K +$159K +7,794 +29%
HCM
177
Hodges Capital Management
Texas
$702K -$407K -20,022 -37%
SGCA
178
Steel Grove Capital Advisors
Tennessee
$676K +$676K +33,240 New
HFS
179
HL Financial Services
Kentucky
$673K +$96.5K +4,750 +17%
PCP
180
Proficio Capital Partners
Massachusetts
$659K – – –
CA
181
Commerzbank Aktiengesellschaft
Germany
$646K +$35.7K +1,754 +6%
HCM
182
Highlander Capital Management
New Jersey
$638K -$4.06K -200 -0.6%
MNBTD
183
Moody National Bank Trust Division
Texas
$634K -$64K -3,150 -9%
ClearBridge Investments
184
ClearBridge Investments
New York
$630K +$186K +9,156 +42%
MC
185
Moors & Cabot
Massachusetts
$624K -$7.13K -355 -1%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$623K -$22.9K -1,125 -4%
EFS
187
Essex Financial Services
Connecticut
$559K -$14.4K -707 -3%
HBWM
188
Hollow Brook Wealth Management
New York
$556K -$19.6K -965 -3%
VFA
189
Voya Financial Advisors
Connecticut
$549K +$14.8K +740 +3%
BRWA
190
B. Riley Wealth Advisors
Florida
$541K -$35.8K -1,759 -6%
CI
191
Conning Inc
Connecticut
$519K – – –
IH
192
IFC Holdings
Florida
$515K -$222K -10,931 -30%
FPF
193
FNY Partners Fund
New York
$508K +$508K +25,000 New
BAM
194
Belpointe Asset Management
Nevada
$503K +$503K +24,763 New
LDB
195
Lee, Danner & Bass
Tennessee
$488K -$2.54K -125 -0.5%
BIM
196
Beach Investment Management
Pennsylvania
$469K -$125K -6,140 -21%
HNB
197
Huntington National Bank
Ohio
$468K -$7.11K -350 -1%
SM
198
Salzhauer Michael
$468K – – –
GW
199
GW & Wade
Massachusetts
$453K – – –
CIBC World Market
200
CIBC World Market
Ontario, Canada
$451K -$215K -10,570 -32%
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8
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