KKR & Co
292 hedge funds and large institutions have $8.1B invested in KKR & Co in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 90 reducing their positions, and 79 closing their positions.
418% more call options, than puts
Call options by funds: $315M | Put options by funds: $60.8M
17% more capital invested
Capital invested by funds: $6.94B → $8.1B (+$1.15B)
1% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 90
4.8% less ownership
Funds ownership: 70.28% → 65.48% (-4.8%)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
14% less funds holding
Funds holding: 338 → 292 (-46)
49% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$348M |
| 2 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
+$116M |
| 3 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$58.2M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$37.6M |
| 5 |
Goldman Sachs
New York
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$239M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$124M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$117M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$95M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$46.4M |
KKR Hedge Fund Activity: Q2 2018 in Review
292 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2018, worth a combined $8.1B — up 17% from $6.94B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of KKR and 40 opened new positions — a net loss of 39 holders — while 90 trimmed existing stakes and 91 added.
The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $348M. The largest seller was Bank of Montreal, cutting an estimated $239M.
- 292 institutional investors held KKR & Co (KKR) as of Q2 2018, down from 338 in Q1 2018.
- Funds reported $8.1B of KKR & Co stock for Q2 2018, up 17% quarter-over-quarter.
- 40 funds opened new KKR & Co positions in Q2 2018 and 79 closed out, a net change of -39 holders.
- The largest KKR & Co buyer in Q2 2018 was Vulcan Value Partners, an estimated $348M added.
- The largest KKR & Co seller in Q2 2018 was Bank of Montreal, an estimated $239M sold.
Based on aggregated 13F filings for Q2 2018.