KKR & Co
333 hedge funds and large institutions have $6.98B invested in KKR & Co in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 35 closing their positions.
155% more call options, than puts
Call options by funds: $80.9M | Put options by funds: $31.7M
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
11% more capital invested
Capital invested by funds: $6.31B → $6.98B (+$678M)
5% more funds holding
Funds holding: 317 → 333 (+16)
3.41% more ownership
Funds ownership: 66.02% → 69.43% (+3.4%)
5% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$152M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$86.4M |
| 3 |
Citigroup
New York
|
+$82.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$67.6M |
| 5 |
Morgan Stanley
New York
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lexington Advisors
New York
|
-$82.6M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$48.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$38.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$35M |
| 5 |
Renaissance Technologies
New York
|
-$26.7M |
KKR Hedge Fund Activity: Q4 2017 in Review
333 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2017, worth a combined $6.98B — up 11% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new KKR positions and 35 closed out — a net gain of 19 holders — while 106 added to existing stakes and 101 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $152M. The largest seller was Lexington Advisors, cutting an estimated $82.6M.
- 333 institutional investors held KKR & Co (KKR) as of Q4 2017, up from 317 in Q3 2017.
- Funds reported $6.98B of KKR & Co stock for Q4 2017, up 11% quarter-over-quarter.
- 54 funds opened new KKR & Co positions in Q4 2017 and 35 closed out, a net change of +19 holders.
- The largest KKR & Co buyer in Q4 2017 was T. Rowe Price Associates, an estimated $152M added.
- The largest KKR & Co seller in Q4 2017 was Lexington Advisors, an estimated $82.6M sold.
Based on aggregated 13F filings for Q4 2017.