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KKR & Co

305 hedge funds and large institutions have $4.18B invested in KKR & Co in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $144M | Put options by funds: $43.5M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.76B → $4.18B (+$426M)

4% more funds holding

Funds holding: 293305 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.01% less ownership

Funds ownership: 60.49%60.47% (-0.01%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

Holders
305
Holders Change
+12
Holders Change %
+4.1%
% of All Funds
7.63%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
47
Increased
88
Reduced
110
Closed
31
Calls
$144M
Puts
$43.5M
Net Calls
+$100M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$622M +$6.33M +419,871 +1%
Morgan Stanley
2
Morgan Stanley
New York
$247M +$30.3M +2,008,235 +14%
Capital Research Global Investors
3
Capital Research Global Investors
California
$218M +$60.4M +4,003,190 +40%
LA
4
Lexington Advisors
New York
$204M -$3.33M -220,568 -2%
Bank of America
5
Bank of America
North Carolina
$167M -$6.21M -411,834 -4%
AI
6
Ariel Investments
Illinois
$159M -$4.57M -303,228 -3%
PI
7
Putnam Investments
Massachusetts
$154M -$15.9M -1,055,142 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$148M -$9.73M -645,468 -6%
Citigroup
9
Citigroup
New York
$148M +$107M +7,083,934 +280%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$123M -$2.91M -193,000 -2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$104M +$68.2M +4,525,170 +201%
TIM
12
Thornburg Investment Management
New Mexico
$102M -$3.95M -261,920 -4%
EAM
13
Edge Asset Management
Washington
$101M +$15.1M +1,002,561 +18%
BC
14
Brookfield Corp
Ontario, Canada
$100M +$12.5M +827,385 +15%
UBS Group
15
UBS Group
Switzerland
$78.9M -$11.4M -756,664 -13%
AIM
16
Artemis Investment Management
United Kingdom
$74.7M -$1.1M -72,705 -1%
Deutsche Bank
17
Deutsche Bank
Germany
$73.5M +$22.4M +1,483,718 +45%
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$71.8M +$70.4M +4,667,166 New
SAMH
19
Shanda Asset Management Holdings
British Virgin Islands
$71.2M +$14.9M +988,606 +27%
Goldman Sachs
20
Goldman Sachs
New York
$68.3M +$27.3M +1,812,906 +69%
LCS
21
Levin Capital Strategies
New York
$62.9M -$4.01M -265,848 -6%
O
22
OppenheimerFunds
New York
$62.6M -$2.49M -165,000 -4%
Wells Fargo
23
Wells Fargo
California
$51.2M +$7.01M +464,623 +16%
Renaissance Technologies
24
Renaissance Technologies
New York
$43.2M +$34.7M +2,301,100 +458%
CFM
25
Coronation Fund Managers
South Africa
$42.8M -$11.6M -771,329 -22%

KKR Hedge Fund Activity: Q4 2016 in Review

305 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2016, worth a combined $4.18B — up 11% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new KKR positions and 31 closed out — a net gain of 16 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Citigroup, adding an estimated $107M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $94.5M sold.

  • 305 institutional investors held KKR & Co (KKR) as of Q4 2016, up from 293 in Q3 2016.
  • Funds reported $4.18B of KKR & Co stock for Q4 2016, up 11% quarter-over-quarter.
  • 47 funds opened new KKR & Co positions in Q4 2016 and 31 closed out, a net change of +16 holders.
  • The largest KKR & Co buyer in Q4 2016 was Citigroup, an estimated $107M added.
  • The largest KKR & Co seller in Q4 2016 was Findlay Park Partners, an estimated $94.5M sold.

Based on aggregated 13F filings for Q4 2016.