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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
201
Texas Yale Capital Corp
Florida
$2.99M +$3.71K +106 +0.1%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$2.94M -$65.2K -1,864 -2%
CBA
203
Coastal Bridge Advisors
Connecticut
$2.92M -$51.7K -1,479 -2%
AIM
204
Achmea Investment Management
Netherlands
$2.91M -$3.27M -93,469 -52%
VOYA Investment Management
205
VOYA Investment Management
Georgia
$2.91M -$94.7K -2,707 -3%
FCI
206
Financial Counselors Inc
Kansas
$2.85M -$7K -200 -0.2%
BIC
207
Beach Investment Counsel
Pennsylvania
$2.85M -$157K -4,500 -5%
RJFSA
208
Raymond James Financial Services Advisors
Florida
$2.83M +$426K +12,192 +17%
MCP
209
Mirador Capital Partners
California
$2.78M +$19.5K +557 +0.7%
HFS
210
Hantz Financial Services
Michigan
$2.76M +$209K +5,974 +8%
FAF
211
Första AP-fonden
Sweden
$2.67M +$399K +11,400 +17%
SIAP
212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.65M +$15.9K +455 +0.6%
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$2.64M -$82.2K -2,350 -3%
GCM
214
GoodHaven Capital Management
New Jersey
$2.64M
RCG
215
Rock Creek Group
District of Columbia
$2.58M
CAM
216
Cacti Asset Management
Georgia
$2.5M -$171K -4,900 -6%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$2.46M
OWP
218
Old Well Partners
North Carolina
$2.4M
WAM
219
Wolverine Asset Management
Illinois
$2.39M +$2.44M +69,657 New
Osaic Holdings
220
Osaic Holdings
Arizona
$2.3M +$45.6K +1,303 +2%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$2.22M -$351K -10,021 -13%
CPA
222
Cowen Prime Advisors
New York
$2.17M +$453K +12,950 +26%
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.16M -$119K -3,400 -5%
PF
224
Phoenix Financial
Israel
$2.15M -$197K -5,630 -8%
PFPT
225
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.13M

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.