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KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.02B +$723M +39,675,214 +247%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$742M +$5.23M +286,964 +0.7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M +$45.6M +2,500,000 +18%
LA
4
Lexington Advisors
New York
$231M -$11M -603,935 -5%
Bank of America
5
Bank of America
North Carolina
$193M -$4.87M -267,248 -2%
PI
6
Putnam Investments
Massachusetts
$181M -$990K -54,291 -0.5%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$168M +$23.3M +1,276,703 +16%
AI
8
Ariel Investments
Illinois
$159M -$29.6M -1,624,362 -16%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$140M +$17M +933,031 +14%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$127M -$48.8M -2,677,012 -28%
Citigroup
11
Citigroup
New York
$125M -$50.4M -2,763,927 -29%
EAM
12
Edge Asset Management
Washington
$123M +$3.01M +164,947 +3%
AIM
13
Artemis Investment Management
United Kingdom
$96.9M +$8.34M +457,463 +9%
BC
14
Brookfield Corp
Ontario, Canada
$91.6M -$26.8M -1,471,700 -23%
KKRC
15
Kohlberg Kravis Roberts & Co
New York
$85.1M – – –
Goldman Sachs
16
Goldman Sachs
New York
$84.7M +$3.83M +210,238 +5%
SAMH
17
Shanda Asset Management Holdings
British Virgin Islands
$84.3M – – –
UBS Group
18
UBS Group
Switzerland
$84.1M -$9.38M -514,766 -10%
O
19
OppenheimerFunds
New York
$72.7M -$1.49M -81,600 -2%
Wells Fargo
20
Wells Fargo
California
$63M +$2.32M +127,050 +4%
Deutsche Bank
21
Deutsche Bank
Germany
$59.8M -$27.2M -1,490,862 -31%
AllianceBernstein
22
AllianceBernstein
Tennessee
$49.4M +$49.4M +2,710,298 New
Principal Financial Group
23
Principal Financial Group
Iowa
$48.5M -$285K -15,615 -0.6%
CFM
24
Coronation Fund Managers
South Africa
$44.7M -$6.06M -332,459 -12%
DAM
25
Davis Asset Management
California
$42.4M +$456K +25,000 +1%
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