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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
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
201
Lee, Danner & Bass
Tennessee
$487K – – –
SPIA
202
Steward Partners Investment Advisory
New York
$483K +$483K +23,797 New
BIM
203
Beach Investment Management
Pennsylvania
$469K – – –
SM
204
Salzhauer Michael
$467K – – –
PFS
205
Prospera Financial Services
Texas
$449K +$52.2K +2,573 +13%
KeyBank National Association
206
KeyBank National Association
Ohio
$442K +$8.81K +434 +2%
SPC
207
Sigma Planning Corp
Michigan
$421K +$49.6K +2,441 +13%
BAM
208
Belpointe Asset Management
Nevada
$418K -$86.3K -4,245 -17%
CB
209
Chemical Bank
Michigan
$407K – – –
BP
210
BBR Partners
New York
$406K – – –
FPA
211
First Pacific Advisors
California
$398K -$278K -13,700 -41%
HBWM
212
Hollow Brook Wealth Management
New York
$396K -$114K -5,640 -22%
GIM
213
Guardian Investment Management
California
$370K – – –
GAM
214
Guinness Asset Management
United Kingdom
$369K – – –
LIA
215
LS Investment Advisors
Michigan
$366K – – –
AAM
216
AR Asset Management
California
$365K – – –
SIAP
217
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$363K +$247K +12,200 +214%
BBHC
218
Brown Brothers Harriman & Co
New York
$362K -$26.4K -1,300 -7%
FSA
219
Franklin Street Advisors
North Carolina
$353K – – –
MA
220
Mutual Advisors
Nebraska
$352K +$352K +17,345 New
SWM
221
Segment Wealth Management
Texas
$350K – – –
US Bancorp
222
US Bancorp
Minnesota
$341K -$12.6K -623 -4%
IAA
223
Independent Advisor Alliance
North Carolina
$340K -$39.7K -1,995 -10%
HCM
224
Hilton Capital Management
New York
$332K – – –
HNB
225
Huntington National Bank
Ohio
$330K -$137K -6,750 -29%
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