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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 %
FSA
201
Franklin Street Advisors
North Carolina
$432K – – –
EA
202
Edge Advisors
Georgia
$424K +$424K +17,069 New
SB
203
Suntrust Banks
Georgia
$422K +$27.9K +1,123 +7%
WSTAM
204
Wilbanks Smith & Thomas Asset Management
Virginia
$403K +$16.6K +670 +4%
MML Investors Services
205
MML Investors Services
Massachusetts
$403K +$76.4K +3,078 +23%
BCA
206
Bray Capital Advisors
Florida
$399K – – –
S
207
SignatureFD
Georgia
$376K +$3.72K +150 +1%
VF
208
Virtu Financial
New York
$335K -$400K -16,091 -54%
BF
209
BOK Financial
Oklahoma
$332K – – –
FCCM
210
First City Capital Management
Georgia
$332K +$1.39K +56 +0.4%
SAM
211
Silvercrest Asset Management
New York
$309K – – –
APCM
212
Arbiter Partners Capital Management
New York
$298K – – –
NI
213
NFC Investments
Tennessee
$293K – – –
FNBT
214
FineMark National Bank & Trust
Florida
$293K +$37.2K +1,500 +15%
FMBTD
215
First Midwest Bank Trust Division
Illinois
$292K – – –
PC
216
Palo Capital
California
$278K +$29.8K +1,200 +12%
RIM
217
Regent Investment Management
Kentucky
$273K -$24.8K -1,000 -8%
XS
218
XR Securities
Illinois
$270K +$270K +10,853 New
ATIA
219
American Trust Investment Advisors
New Hampshire
$268K – – –
FTIOP
220
Fiduciary Trust International of Pennsylvania
Pennsylvania
$265K +$265K +10,680 New
FDS
221
First Dallas Securities
Texas
$261K -$18.6K -750 -7%
WA
222
Wasatch Advisors
Utah
$251K – – –
BFA
223
Beaumont Financial Advisors
Massachusetts
$249K – – –
CCM
224
Compton Capital Management
Rhode Island
$247K -$67K -2,700 -21%
BTS
225
BB&T Securities
Virginia
$247K +$247K +9,968 New
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9
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