KKR icon

KKR & Co
KKR

Overview Fund Activity

366 hedge funds and large institutions have $7.63B invested in KKR & Co in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.17%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
74
Increased
116
Reduced
102
Closed
72
Calls
$224M
Puts
$51.8M
Net Calls
+$172M
Net Calls Change
-$91.3M

Top Buyers

1
JSP
Jackson Square Partners
California
$549M
2
Vanguard Group
Vanguard Group
Pennsylvania
$832M
3
VVP
Vulcan Value Partners
Alabama
$576M
4
MC
Maverick Capital
Texas
$83.6M
5
ACM
AKRE Capital Management
Virginia
$248M

Top Sellers

1
N
Natixis
France
$270K
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$361M
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$551K +$551K +28,071 New
MNBTD
202
Moody National Bank Trust Division
Texas
$540K +$540K +27,525 New
Lido Advisors
203
Lido Advisors
California
$536K +$41.8K +2,131 +8%
SIC
204
Schwartz Investment Counsel
Michigan
$516K -$981K -50,000 -66%
VFA
205
Voya Financial Advisors
Connecticut
$497K – – –
SWP
206
Stratos Wealth Partners
Ohio
$493K -$9.41K -479 -2%
KeyBank National Association
207
KeyBank National Association
Ohio
$492K +$13.3K +677 +3%
SB
208
Suntrust Banks
Georgia
$489K +$34.7K +1,771 +8%
BRWA
209
B. Riley Wealth Advisors
Florida
$471K -$21.3K -1,082 -4%
GLLW
210
Graves Light Lenhart Wealth
Virginia
$471K +$471K +24,000 New
AIC
211
Ameritas Investment Company
Nebraska
$457K +$457K +23,274 New
CCA
212
Catalyst Capital Advisors
New York
$448K – – –
LDB
213
Lee, Danner & Bass
Tennessee
$444K – – –
BAM
214
Belpointe Asset Management
Nevada
$433K -$169K -8,610 -28%
HFS
215
HL Financial Services
Kentucky
$428K -$54.7K -2,790 -11%
MA
216
Mutual Advisors
Nebraska
$425K +$42.3K +2,155 +11%
EFS
217
Essex Financial Services
Connecticut
$419K -$39K -1,987 -9%
PCM
218
Poehling Capital Management
Wisconsin
$414K +$249K +12,670 +151%
MWP
219
MYCIO Wealth Partners
Pennsylvania
$404K +$404K +20,579 New
HCM
220
Hodges Capital Management
Texas
$403K -$71.2K -3,631 -15%
HBWM
221
Hollow Brook Wealth Management
New York
$381K – – –
DLA
222
Douglas Lane & Associates
New York
$376K +$376K +19,171 New
EPA
223
Element Pointe Advisors
Florida
$376K +$376K +19,178 New
BCA
224
Bray Capital Advisors
Florida
$373K – – –
NCM
225
Next Capital Management
New York
$363K +$363K +18,500 New
7 8
9
10 11