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KKR & Co
KKR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-46
Holders Change %
-13.61%
% of All Funds
6.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.32%
New
40
Increased
91
Reduced
90
Closed
79
Calls
$315M
Puts
$60.8M
Net Calls
+$254M
Net Calls Change
+$183M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$389M
2
ACM
2
AKRE Capital Management
Virginia
$249M
3
IAM
3
Iridian Asset Management
Connecticut
$65.1M
4
PI
4
Putnam Investments
Massachusetts
$235M
5
Goldman Sachs
5
Goldman Sachs
New York
$153M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$7.95M
2
UBS Group
2
UBS Group
Switzerland
$137M
3
CS
3
Credit Suisse
Switzerland
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$19.1M
5
Bank of America
5
Bank of America
North Carolina
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$1.24B – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$687M +$29.9M +1,202,775 +5%
Morgan Stanley
3
Morgan Stanley
New York
$493M -$32.2M -1,294,962 -6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$488M +$37M +1,488,982 +8%
Capital Research Global Investors
5
Capital Research Global Investors
California
$477M – – –
Principal Financial Group
6
Principal Financial Group
Iowa
$392M +$30.8M +1,238,988 +9%
VVP
7
Vulcan Value Partners
Alabama
$389M +$389M +15,643,574 New
Bank of America
8
Bank of America
North Carolina
$298M -$106M -4,275,034 -26%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$263M +$1.59M +64,179 +0.6%
ACM
10
AKRE Capital Management
Virginia
$249M +$129M +5,200,000 +108%
PI
11
Putnam Investments
Massachusetts
$235M +$42M +1,690,630 +22%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$206M -$2.96M -119,300 -1%
Citigroup
13
Citigroup
New York
$202M -$48.1M -1,965,902 -19%
AI
14
Ariel Investments
Illinois
$168M -$26.9M -1,082,639 -14%
Goldman Sachs
15
Goldman Sachs
New York
$153M +$38.1M +1,534,256 +33%
UBS Group
16
UBS Group
Switzerland
$137M -$139M -5,594,030 -50%
KKRC
17
Kohlberg Kravis Roberts & Co
New York
$116M – – –
AIM
18
Artemis Investment Management
United Kingdom
$112M +$8.22M +330,638 +8%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$111M -$26.2M -1,055,882 -19%
AllianceBernstein
20
AllianceBernstein
Tennessee
$97.2M +$17M +691,696 +21%
Alkeon Capital Management
21
Alkeon Capital Management
New York
$81.4M +$1.01M +40,825 +1%
Deutsche Bank
22
Deutsche Bank
Germany
$77.5M -$19.2M -773,241 -20%
IAM
23
Iridian Asset Management
Connecticut
$65.1M +$65.1M +2,617,845 New
DAM
24
Davis Asset Management
California
$64.6M +$2.49M +100,000 +4%
DSA
25
Davis Selected Advisers
Arizona
$59.7M +$166K +6,660 +0.3%
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