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KKR & Co
KKR

Overview Fund Activity

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 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
7.56%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
54
Increased
106
Reduced
101
Closed
34
Calls
$79.7M
Puts
$27.9M
Net Calls
+$51.8M
Net Calls Change
+$7.02M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$159M
2
UBS Group
2
UBS Group
Switzerland
$221M
3
Citigroup
3
Citigroup
New York
$203M
4
Bank of America
4
Bank of America
North Carolina
$311M
5
Morgan Stanley
5
Morgan Stanley
New York
$535M

Top Sellers

1
LA
1
Lexington Advisors
New York
$27.4M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$94.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$67.2M
5
AIM
5
Artemis Investment Management
United Kingdom
$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$1.01B +$46.2M +2,194,084 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$710M +$18.1M +861,090 +3%
Morgan Stanley
3
Morgan Stanley
New York
$535M +$54.3M +2,580,212 +11%
Capital Research Global Investors
4
Capital Research Global Investors
California
$350M – – –
Bank of America
5
Bank of America
North Carolina
$311M +$70.8M +3,363,670 +30%
Principal Financial Group
6
Principal Financial Group
Iowa
$301M +$13.9M +659,713 +5%
UBS Group
7
UBS Group
Switzerland
$221M +$90.6M +4,303,088 +69%
Citigroup
8
Citigroup
New York
$203M +$86.8M +4,122,549 +75%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$201M -$2.43M -115,490 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$188M +$15.8M +752,021 +9%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$176M -$8.46M -401,700 -5%
AI
12
Ariel Investments
Illinois
$170M -$8.68M -412,119 -5%
PI
13
Putnam Investments
Massachusetts
$163M +$5.37M +254,778 +3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$159M +$159M +7,542,624 New
Deutsche Bank
15
Deutsche Bank
Germany
$142M +$4.71M +223,807 +3%
KKRC
16
Kohlberg Kravis Roberts & Co
New York
$98.3M – – –
CS
17
Credit Suisse
Switzerland
$94.6M +$10.2M +483,069 +12%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$94.2M -$36.7M -1,741,812 -28%
AIM
19
Artemis Investment Management
United Kingdom
$90.6M -$15.5M -736,905 -15%
Goldman Sachs
20
Goldman Sachs
New York
$82.4M +$16.9M +801,296 +26%
Wells Fargo
21
Wells Fargo
California
$74.9M -$351K -16,659 -0.5%
O
22
OppenheimerFunds
New York
$74.4M -$5.28M -250,893 -7%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$68.2M +$17.8M +844,754 +35%
AllianceBernstein
24
AllianceBernstein
Tennessee
$68M -$40.8M -1,938,210 -37%
Renaissance Technologies
25
Renaissance Technologies
New York
$67.2M -$28M -1,327,299 -29%
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