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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 %
HNB
201
Huntington National Bank
Ohio
$435K -$67.5K -3,625 -13%
SM
202
Salzhauer Michael
$428K – – –
William Blair & Company
203
William Blair & Company
Illinois
$424K -$480K -25,803 -53%
FDS
204
First Dallas Securities
Texas
$423K -$18.6K -1,000 -4%
TCOV
205
Trust Company of Vermont
Vermont
$422K +$235K +12,640 +126%
GW
206
GW & Wade
Massachusetts
$415K – – –
GA
207
Greytown Advisors
Florida
$407K – – –
ClearBridge Investments
208
ClearBridge Investments
New York
$406K +$406K +21,845 New
NPC
209
National Planning Corporation
California
$377K -$24.4K -1,316 -6%
BP
210
BBR Partners
New York
$372K -$1.34M -72,172 -78%
CB
211
Chemical Bank
Michigan
$372K -$1.86K -100 -0.5%
Axa
212
Axa
France
$371K – – –
KeyBank National Association
213
KeyBank National Association
Ohio
$369K +$71.3K +3,838 +24%
AIA
214
Avalon Investment & Advisory
Texas
$364K +$364K +19,550 New
GIM
215
Guardian Investment Management
California
$344K – – –
SPC
216
Sigma Planning Corp
Michigan
$338K +$22.4K +1,204 +7%
EGA
217
E&G Advisors
Texas
$338K +$93.2K +5,011 +38%
AAM
218
AR Asset Management
California
$335K – – –
LIA
219
LS Investment Advisors
Michigan
$335K – – –
BBHC
220
Brown Brothers Harriman & Co
New York
$332K – – –
HCM
221
Hollencrest Capital Management
California
$331K – – –
SCM
222
Sterling Capital Management
North Carolina
$316K -$33.5K -1,800 -10%
US Bancorp
223
US Bancorp
Minnesota
$316K – – –
SWM
224
Segment Wealth Management
Texas
$315K -$37.2K -2,000 -11%
LW
225
Linscomb Wealth
Texas
$301K +$986 +53 +0.3%
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9
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