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KKR & Co
KKR

Overview Fund Activity

292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$389M
2
ACM
AKRE Capital Management
Virginia
+$129M
3
IAM
Iridian Asset Management
Connecticut
+$65.1M
4
PI
Putnam Investments
Massachusetts
+$42M
5
Goldman Sachs
Goldman Sachs
New York
+$38.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$267M
2
UBS Group
UBS Group
Switzerland
-$139M
3
CS
Credit Suisse
Switzerland
-$117M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$114M
5
Bank of America
Bank of America
North Carolina
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$631K +$186K +7,500 +42%
HFS
177
HL Financial Services
Kentucky
$607K -$12.4K -500 -2%
LDB
178
Lee, Danner & Bass
Tennessee
$596K – – –
BRWA
179
B. Riley Wealth Advisors
Florida
$592K -$235K -9,458 -28%
PAG
180
Private Advisor Group
New Jersey
$591K -$712K -28,651 -55%
IAA
181
Independent Advisor Alliance
North Carolina
$581K +$156K +6,289 +37%
EFS
182
Essex Financial Services
Connecticut
$579K -$49.3K -1,984 -8%
SM
183
Salzhauer Michael
$572K – – –
HCM
184
Highlander Capital Management
New Jersey
$570K -$179K -7,195 -24%
KeyBank National Association
185
KeyBank National Association
Ohio
$566K +$24.5K +984 +5%
SPIA
186
Steward Partners Investment Advisory
New York
$564K -$27.3K -1,098 -5%
BAM
187
Belpointe Asset Management
Nevada
$536K +$24.9K +1,004 +5%
BP
188
BBR Partners
New York
$497K – – –
EGA
189
E&G Advisors
Texas
$485K -$154K -6,196 -24%
HBWM
190
Hollow Brook Wealth Management
New York
$485K – – –
MA
191
Mutual Advisors
Nebraska
$485K +$54K +2,175 +13%
CB
192
Chemical Bank
Michigan
$474K -$23K -925 -5%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$457K -$180K -7,244 -28%
GAM
194
Guinness Asset Management
United Kingdom
$452K – – –
US Bancorp
195
US Bancorp
Minnesota
$450K +$31.4K +1,263 +8%
AAM
196
AR Asset Management
California
$447K – – –
BBHC
197
Brown Brothers Harriman & Co
New York
$444K – – –
DI
198
Diligent Investors
California
$438K +$438K +17,615 New
LIA
199
LS Investment Advisors
Michigan
$436K -$11.2K -450 -2%
FAAS
200
First Allied Advisory Services
California
$432K -$1.02M -41,184 -70%
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