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KKR & Co
KKR

Overview Fund Activity

316 hedge funds and large institutions have $6.25B invested in KKR & Co in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.89%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
34
Increased
107
Reduced
101
Closed
34
Calls
$78.3M
Puts
$33.5M
Net Calls
+$44.8M
Net Calls Change
-$4.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$926M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$163M
3
CS
3
Credit Suisse
Switzerland
$81.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$91.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$464M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M
3
GC
3
GMT Capital
Georgia
$12.4M
4
LA
4
Lexington Advisors
New York
$110M
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$926M +$825M +40,555,916 +811%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$668M -$176M -8,641,230 -21%
Morgan Stanley
3
Morgan Stanley
New York
$464M -$645M -31,726,010 -58%
Capital Research Global Investors
4
Capital Research Global Investors
California
$338M – – –
Principal Financial Group
5
Principal Financial Group
Iowa
$277M +$14.6M +718,278 +6%
Bank of America
6
Bank of America
North Carolina
$232M -$130K -6,373 -0.1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$197M +$45.2M +2,222,067 +30%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$179M -$9.27M -456,100 -5%
AI
9
Ariel Investments
Illinois
$172M -$2.58M -126,811 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$163M +$60.5M +3,024,201 +59%
PI
11
Putnam Investments
Massachusetts
$153M -$237K -11,649 -0.2%
Deutsche Bank
12
Deutsche Bank
Germany
$133M +$37.1M +1,822,695 +39%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$126M +$14.4M +708,983 +13%
UBS Group
14
UBS Group
Switzerland
$126M +$34M +1,671,950 +37%
Citigroup
15
Citigroup
New York
$112M -$15.5M -760,804 -12%
LA
16
Lexington Advisors
New York
$110M -$79.9M -3,929,860 -42%
AllianceBernstein
17
AllianceBernstein
Tennessee
$105M +$6.56M +322,885 +7%
AIM
18
Artemis Investment Management
United Kingdom
$102M -$2.48M -122,008 -2%
KKRC
19
Kohlberg Kravis Roberts & Co
New York
$94.9M – – –
Renaissance Technologies
20
Renaissance Technologies
New York
$91.8M +$47.4M +2,331,700 +107%
CS
21
Credit Suisse
Switzerland
$81.5M +$56.1M +2,760,833 +221%
O
22
OppenheimerFunds
New York
$76.9M -$754K -37,107 -1%
Wells Fargo
23
Wells Fargo
California
$72.6M +$1.1M +54,223 +2%
Goldman Sachs
24
Goldman Sachs
New York
$63.3M +$13.7M +673,786 +28%
CFM
25
Coronation Fund Managers
South Africa
$58.5M +$5.48M +269,718 +10%
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