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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 %
TFS
201
TrustCore Financial Services
Tennessee
$604K +$604K +28,659 New
V
202
Veritable
Delaware
$599K -$131K -6,221 -18%
VFA
203
Voya Financial Advisors
Connecticut
$591K +$10.7K +504 +2%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$578K +$111K +5,296 +24%
HCM
205
Hodges Capital Management
Texas
$559K -$168K -7,973 -23%
EFS
206
Essex Financial Services
Connecticut
$541K -$38.6K -1,832 -7%
HBWM
207
Hollow Brook Wealth Management
New York
$530K -$46.3K -2,195 -8%
BAM
208
Belpointe Asset Management
Nevada
$523K +$1.05K +50 +0.2%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$515K -$994K -47,258 -66%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$514K -$273K -12,962 -35%
EGA
211
E&G Advisors
Texas
$507K +$82.3K +3,910 +19%
LDB
212
Lee, Danner & Bass
Tennessee
$505K – – –
BIM
213
Beach Investment Management
Pennsylvania
$486K – – –
HNB
214
Huntington National Bank
Ohio
$484K -$526 -25 -0.1%
SM
215
Salzhauer Michael
$484K – – –
KeyBank National Association
216
KeyBank National Association
Ohio
$449K +$19K +905 +4%
BP
217
BBR Partners
New York
$421K – – –
CB
218
Chemical Bank
Michigan
$421K – – –
IH
219
IFC Holdings
Florida
$420K -$116K -5,500 -22%
IAA
220
Independent Advisor Alliance
North Carolina
$420K +$66.5K +3,021 +19%
William Blair & Company
221
William Blair & Company
Illinois
$417K +$73.9K +3,510 +22%
PFS
222
Prospera Financial Services
Texas
$412K -$5.62K -267 -1%
BBHC
223
Brown Brothers Harriman & Co
New York
$403K +$27.4K +1,300 +7%
SPC
224
Sigma Planning Corp
Michigan
$385K -$26.2K -1,245 -6%
GIM
225
Guardian Investment Management
California
$384K -$31.6K -1,500 -8%
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