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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 %
SCM
201
Sterling Capital Management
North Carolina
$423K +$77.3K +3,800 +22%
KeyBank National Association
202
KeyBank National Association
Ohio
$415K +$11.7K +576 +3%
EGA
203
E&G Advisors
Texas
$410K +$40.9K +2,011 +11%
BP
204
BBR Partners
New York
$407K – – –
CB
205
Chemical Bank
Michigan
$407K – – –
Axa
206
Axa
France
$405K – – –
PFS
207
Prospera Financial Services
Texas
$403K +$403K +19,828 New
GIM
208
Guardian Investment Management
California
$401K +$25.4K +1,249 +7%
SPC
209
Sigma Planning Corp
Michigan
$397K +$27.7K +1,364 +8%
NPC
210
National Planning Corporation
California
$391K -$21.5K -1,061 -5%
CAMG
211
CWA Asset Management Group
Florida
$381K +$381K +18,742 New
TCM
212
Trafelet Capital Management
New York
$376K +$116K +5,700 +45%
AAM
213
AR Asset Management
California
$366K – – –
LIA
214
LS Investment Advisors
Michigan
$366K – – –
BBHC
215
Brown Brothers Harriman & Co
New York
$363K – – –
SWM
216
Segment Wealth Management
Texas
$361K +$16.4K +805 +5%
US Bancorp
217
US Bancorp
Minnesota
$355K +$8.61K +423 +2%
FSA
218
Franklin Street Advisors
North Carolina
$353K +$27.9K +1,375 +9%
BIAS
219
Beacon Investment Advisory Services
New Jersey
$345K +$345K +16,980 New
MML Investors Services
220
MML Investors Services
Massachusetts
$342K -$1.2M -58,792 -78%
HCM
221
Hilton Capital Management
New York
$332K +$332K +16,340 New
William Blair & Company
222
William Blair & Company
Illinois
$331K -$132K -6,475 -28%
LW
223
Linscomb Wealth
Texas
$330K +$1.12K +55 +0.3%
BA
224
Bristol Advisors
Pennsylvania
$327K – – –
IAA
225
Independent Advisor Alliance
North Carolina
$325K +$79.5K +3,928 +32%
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9
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