KKR & Co
317 hedge funds and large institutions have $6.31B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 102 reducing their positions, and 33 closing their positions.
125% more call options, than puts
Call options by funds: $80.5M | Put options by funds: $35.7M
11% more capital invested
Capital invested by funds: $5.69B → $6.31B (+$613M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
5% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 102
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
0.25% less ownership
Funds ownership: 66.28% → 66.02% (-0.25%)
1% less funds holding
Funds holding: 319 → 317 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$769M |
| 2 |
JP Morgan Chase
New York
|
+$57.4M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$52.4M |
| 4 |
Renaissance Technologies
New York
|
+$44.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$602M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$164M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
-$81.3M |
| 4 |
LA
Lexington Advisors
New York
|
-$74.6M |
| 5 |
Bank of New York Mellon
New York
|
-$30.7M |
KKR Hedge Fund Activity: Q3 2017 in Review
317 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2017, worth a combined $6.31B — up 11% from $5.69B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new KKR positions and 33 closed out — a net gain of 1 holder — while 107 added to existing stakes and 102 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $769M. The largest seller was Morgan Stanley, cutting an estimated $602M.
- 317 institutional investors held KKR & Co (KKR) as of Q3 2017, down from 319 in Q2 2017.
- Funds reported $6.31B of KKR & Co stock for Q3 2017, up 11% quarter-over-quarter.
- 34 funds opened new KKR & Co positions in Q3 2017 and 33 closed out, a net change of +1 holder.
- The largest KKR & Co buyer in Q3 2017 was ValueAct Holdings, an estimated $769M added.
- The largest KKR & Co seller in Q3 2017 was Morgan Stanley, an estimated $602M sold.
Based on aggregated 13F filings for Q3 2017.