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KKR & Co
KKR

Overview Fund Activity

333 hedge funds and large institutions have $6.98B invested in KKR & Co in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.56%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
54
Increased
106
Reduced
101
Closed
34
Calls
$79.7M
Puts
$27.9M
Net Calls
+$51.8M
Net Calls Change
+$7.02M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$159M
2
UBS Group
2
UBS Group
Switzerland
$221M
3
Citigroup
3
Citigroup
New York
$203M
4
Bank of America
4
Bank of America
North Carolina
$311M
5
Morgan Stanley
5
Morgan Stanley
New York
$535M

Top Sellers

1
LA
1
Lexington Advisors
New York
$27.4M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$67.2M
5
AIM
5
Artemis Investment Management
United Kingdom
$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
STALEY CAPITAL ADVISERS
Pennsylvania
$847K +$847K +40,200 New
MVP
177
Miller Value Partners
Florida
$842K – – –
NFC
178
Northeast Financial Consultants
Connecticut
$838K -$251K -11,930 -23%
LWM
179
Lyell Wealth Management
California
$821K -$124K -5,900 -13%
Verition Fund Management
180
Verition Fund Management
Connecticut
$815K +$815K +38,700 New
AHC
181
Adell Harriman & Carpenter
Texas
$811K -$27.4K -1,300 -3%
WKWM
182
Walter & Keenan Wealth Management
Indiana
$790K – – –
SCA
183
SMH Capital Advisors
Texas
$790K +$790K +37,509 New
CCA
184
Catalyst Capital Advisors
New York
$779K -$295K -14,000 -27%
ACM
185
Adalta Capital Management
New York
$778K – – –
IC
186
InterOcean Capital
Illinois
$769K – – –
SGM
187
Skye Global Management
Florida
$759K +$759K +36,000 New
SWP
188
Stratos Wealth Partners
Ohio
$754K -$31.5K -1,495 -4%
ANRIA
189
American National Registered Investment Advisor
Texas
$731K – – –
FPA
190
First Pacific Advisors
California
$701K -$613K -29,100 -47%
BRWA
191
B. Riley Wealth Advisors
Florida
$692K +$132K +6,259 +24%
PAG
192
Private Advisor Group
New Jersey
$691K -$853K -38,680 -55%
MC
193
Moors & Cabot
Massachusetts
$669K +$15.7K +745 +2%
ClearBridge Investments
194
ClearBridge Investments
New York
$661K +$8.07K +383 +1%
MNBTD
195
Moody National Bank Trust Division
Texas
$657K – – –
MIM
196
MPI Investment Management
Illinois
$647K +$647K +30,710 New
HFS
197
HL Financial Services
Kentucky
$643K -$54.8K -2,601 -8%
SGCA
198
Steel Grove Capital Advisors
Tennessee
$637K -$63.2K -3,000 -9%
HCM
199
Highlander Capital Management
New Jersey
$634K -$26.8K -1,275 -4%
PAWC
200
P.A.W. Capital
Connecticut
$632K +$632K +30,000 New
6 7
8
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