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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$187M
2
ACM
AKRE Capital Management
Virginia
+$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$60.3M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$51.8M
5
VH
ValueAct Holdings
California
+$39.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$86.6M
3
O
OppenheimerFunds
New York
-$74.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$58M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
176
InterOcean Capital
Illinois
$741K – – –
TRCT
177
Tower Research Capital (TRC)
New York
$698K +$539K +26,549 +339%
ANRIA
178
American National Registered Investment Advisor
Texas
$690K -$14.7K -725 -2%
LG
179
Leuthold Group
Minnesota
$689K +$689K +33,952 New
BRWA
180
B. Riley Wealth Advisors
Florida
$676K +$8.52K +419 +1%
MC
181
Moors & Cabot
Massachusetts
$671K +$25.4K +1,252 +4%
SWP
182
Stratos Wealth Partners
Ohio
$662K -$64.9K -3,197 -9%
MNBTD
183
Moody National Bank Trust Division
Texas
$620K -$14.7K -725 -2%
SGCA
184
Steel Grove Capital Advisors
Tennessee
$614K – – –
CA
185
Commerzbank Aktiengesellschaft
Germany
$613K -$268K -13,216 -30%
HCM
186
Highlander Capital Management
New Jersey
$613K – – –
PAWC
187
P.A.W. Capital
Connecticut
$609K – – –
TSS
188
Two Sigma Securities
New York
$609K +$368K +18,119 +152%
VF
189
Virtu Financial
New York
$600K +$600K +29,566 New
TFS
190
TrustCore Financial Services
Tennessee
$590K +$8.22K +405 +1%
AGM
191
Alpine Global Management
New York
$582K +$582K +28,667 New
V
192
Veritable
Delaware
$577K – – –
CG
193
Cutler Group
California
$564K -$810K -39,950 -59%
VFA
194
Voya Financial Advisors
Connecticut
$555K -$10K -496 -2%
FM
195
Forward Management
California
$548K +$548K +26,980 New
HCM
196
Hodges Capital Management
Texas
$540K +$488 +24 +0.1%
EGA
197
E&G Advisors
Texas
$522K +$32.7K +1,609 +7%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$520K +$23.5K +1,157 +5%
EFS
199
Essex Financial Services
Connecticut
$513K -$7.79K -384 -1%
HFS
200
HL Financial Services
Kentucky
$506K -$114K -5,600 -18%
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