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KKR & Co
KKR

Overview Fund Activity

338 hedge funds and large institutions have $6.94B invested in KKR & Co in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+5
Holders Change %
+1.5%
% of All Funds
7.76%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.37%
New
43
Increased
116
Reduced
103
Closed
35
Calls
$114M
Puts
$43M
Net Calls
+$71.2M
Net Calls Change
+$19.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$368M
2
ACM
AKRE Capital Management
Virginia
$97.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
4
Capital Research Global Investors
Capital Research Global Investors
California
$389M
5
VH
ValueAct Holdings
California
$1.01B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$537M
2
Morgan Stanley
Morgan Stanley
New York
$429M
3
O
OppenheimerFunds
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$79M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$1.01B +$39.6M +1,950,000 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$537M -$148M -7,301,427 -22%
Morgan Stanley
3
Morgan Stanley
New York
$429M -$86.6M -4,265,368 -17%
Capital Research Global Investors
4
Capital Research Global Investors
California
$389M +$51.8M +2,551,000 +15%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$368M +$187M +9,227,804 +104%
Bank of America
6
Bank of America
North Carolina
$330M +$30.5M +1,504,019 +10%
Principal Financial Group
7
Principal Financial Group
Iowa
$295M +$4.82M +237,568 +2%
UBS Group
8
UBS Group
Switzerland
$226M +$12.3M +606,529 +6%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$225M +$30.7M +1,510,523 +16%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$213M +$60.3M +2,970,558 +39%
Citigroup
11
Citigroup
New York
$207M +$12.1M +594,242 +6%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$171M +$489K +24,073 +0.3%
AI
13
Ariel Investments
Illinois
$159M -$4.49M -221,222 -3%
PI
14
Putnam Investments
Massachusetts
$157M -$241K -11,863 -0.2%
CS
15
Credit Suisse
Switzerland
$117M +$25.7M +1,263,968 +28%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$112M +$21.6M +1,065,400 +24%
ACM
17
AKRE Capital Management
Virginia
$97.4M +$97.4M +4,800,000 New
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$94.7M – – –
Goldman Sachs
19
Goldman Sachs
New York
$94.1M +$14.6M +718,561 +18%
AIM
20
Artemis Investment Management
United Kingdom
$84.8M -$2.51M -123,841 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$79M -$58M -2,855,672 -42%
Wells Fargo
22
Wells Fargo
California
$67.7M -$4.44M -218,915 -6%
AllianceBernstein
23
AllianceBernstein
Tennessee
$66.2M +$628K +30,921 +1%
Alkeon Capital Management
24
Alkeon Capital Management
New York
$65.7M -$84.7K -4,170 -0.1%
Barclays
25
Barclays
United Kingdom
$58.8M +$890K +43,841 +2%
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