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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
2
JSP
Jackson Square Partners
California
$626M
3
BlackRock
BlackRock
New York
$303M
4
VVP
Vulcan Value Partners
Alabama
$694M
5
ECU
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$165M
4
Bank of America
Bank of America
North Carolina
$102M
5
Citigroup
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$697K +$697K +25,575 New
VFA
202
Voya Financial Advisors
Connecticut
$696K -$47.5K -1,727 -6%
Lido Advisors
203
Lido Advisors
California
$686K +$686K +25,189 New
BRWA
204
B. Riley Wealth Advisors
Florida
$683K +$33.6K +1,231 +5%
HFS
205
HL Financial Services
Kentucky
$671K +$5.18K +190 +0.8%
KeyBank National Association
206
KeyBank National Association
Ohio
$664K +$43.8K +1,607 +7%
HCM
207
Hodges Capital Management
Texas
$659K -$44.4K -1,629 -6%
EFS
208
Essex Financial Services
Connecticut
$636K +$382 +14 +0.1%
SB
209
Suntrust Banks
Georgia
$631K +$169K +6,191 +36%
SM
210
Salzhauer Michael
$627K – – –
CCA
211
Catalyst Capital Advisors
New York
$622K -$166K -6,099 -21%
LDB
212
Lee, Danner & Bass
Tennessee
$616K -$38.2K -1,400 -6%
EGA
213
E&G Advisors
Texas
$559K +$27.3K +1,000 +5%
SG Americas Securities
214
SG Americas Securities
New York
$555K -$785K -28,787 -59%
MA
215
Mutual Advisors
Nebraska
$532K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$529K -$90.1K -3,304 -15%
HBWM
217
Hollow Brook Wealth Management
New York
$529K -$3K -110 -0.6%
BCA
218
Bray Capital Advisors
Florida
$518K +$80.3K +2,945 +18%
US Bancorp
219
US Bancorp
Minnesota
$494K +$1.23K +45 +0.2%
AAM
220
AR Asset Management
California
$491K – – –
BBHC
221
Brown Brothers Harriman & Co
New York
$487K – – –
IAA
222
Independent Advisor Alliance
North Carolina
$484K -$159K -5,772 -25%
DI
223
Diligent Investors
California
$480K +$27 +1 +0%
FSA
224
Franklin Street Advisors
North Carolina
$474K – – –
SWM
225
Segment Wealth Management
Texas
$470K +$470K +17,250 New
7 8
9
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