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KKR & Co
KKR

Overview Fund Activity

319 hedge funds and large institutions have $5.69B invested in KKR & Co in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
7.97%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
46
Increased
97
Reduced
94
Closed
35
Calls
$79.6M
Puts
$29.9M
Net Calls
+$49.7M
Net Calls Change
-$111M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$240M
2
VH
2
ValueAct Holdings
California
$93M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.4M
4
GC
4
GMT Capital
Georgia
$90.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$90.1M

Top Sellers

1
LA
1
Lexington Advisors
New York
$174M
2
PI
2
Putnam Investments
Massachusetts
$140M
3
Goldman Sachs
3
Goldman Sachs
New York
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$102M
5
SAMH
5
Shanda Asset Management Holdings
British Virgin Islands
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.01B -$22.8M -1,223,666 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$772M +$15.2M +815,826 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$309M – – –
Principal Financial Group
4
Principal Financial Group
Iowa
$240M +$191M +10,265,357 +386%
Bank of America
5
Bank of America
North Carolina
$212M +$15.4M +829,322 +8%
LA
6
Lexington Advisors
New York
$174M -$62.1M -3,339,716 -26%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$172M -$10.2K -550 -0%
AI
8
Ariel Investments
Illinois
$160M -$2.4M -129,218 -1%
PI
9
Putnam Investments
Massachusetts
$140M -$44.8M -2,410,733 -24%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$139M -$4.83M -259,819 -3%
Citigroup
11
Citigroup
New York
$117M -$10.9M -584,316 -9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$102M -$26.8M -1,442,322 -21%
AIM
13
Artemis Investment Management
United Kingdom
$96M -$2.89M -155,237 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$95.4M +$78.5M +4,220,481 +465%
VH
15
ValueAct Holdings
California
$93M +$93M +5,000,000 New
GC
16
GMT Capital
Georgia
$90.8M +$73.7M +3,973,500 +432%
AllianceBernstein
17
AllianceBernstein
Tennessee
$90.1M +$39.7M +2,135,869 +79%
Deutsche Bank
18
Deutsche Bank
Germany
$87.5M +$26.4M +1,419,410 +43%
KKRC
19
Kohlberg Kravis Roberts & Co
New York
$86.8M – – –
UBS Group
20
UBS Group
Switzerland
$84.4M -$1.42M -76,339 -2%
BC
21
Brookfield Corp
Ontario, Canada
$73.4M -$20.1M -1,080,400 -22%
O
22
OppenheimerFunds
New York
$71.1M -$3.09M -166,350 -4%
Wells Fargo
23
Wells Fargo
California
$65.4M +$1.14M +61,130 +2%
SAMH
24
Shanda Asset Management Holdings
British Virgin Islands
$62.7M -$23.4M -1,256,013 -27%
CFM
25
Coronation Fund Managers
South Africa
$48.5M +$2.93M +157,288 +6%
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