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KKR & Co
KKR

Overview Fund Activity

367 hedge funds and large institutions have $10.6B invested in KKR & Co in 2018 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.44%
New
123
Increased
89
Reduced
99
Closed
47
Calls
$312M
Puts
$48.2M
Net Calls
+$264M
Net Calls Change
+$9.25M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B
2
JSP
2
Jackson Square Partners
California
$626M
3
BlackRock
3
BlackRock
New York
$303M
4
VVP
4
Vulcan Value Partners
Alabama
$694M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$266M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.3M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$100M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$165M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
Citigroup
5
Citigroup
New York
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$1.36B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B +$1.03B +37,674,357 New
VVP
3
Vulcan Value Partners
Alabama
$694M +$267M +9,791,018 +63%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$626M -$127M -4,673,229 -17%
JSP
5
Jackson Square Partners
California
$626M +$619M +22,685,031 +8,687%
Principal Financial Group
6
Principal Financial Group
Iowa
$447M +$16.8M +616,261 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$362M +$73.1M +2,679,195 +25%
BlackRock
8
BlackRock
New York
$303M +$286M +10,483,481 +1,719%
ACM
9
AKRE Capital Management
Virginia
$273M – – –
ECU
10
Egerton Capital (UK)
United Kingdom
$266M +$266M +9,764,618 New
PI
11
Putnam Investments
Massachusetts
$261M +$3.66M +134,121 +1%
Pzena Investment Management
12
Pzena Investment Management
New York
$256M +$238M +8,741,173 +1,364%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$199M -$27M -988,513 -12%
Macquarie Group
14
Macquarie Group
Australia
$186M +$186M +6,831,296 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$165M -$370M -13,553,933 -69%
AI
16
Ariel Investments
Illinois
$161M -$23.5M -861,965 -13%
N
17
Natixis
France
$141M +$141M +5,159,000 New
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$127M – – –
AIM
19
Artemis Investment Management
United Kingdom
$122M -$466K -17,105 -0.4%
Bank of America
20
Bank of America
North Carolina
$102M -$225M -8,253,795 -69%
Capital Research Global Investors
21
Capital Research Global Investors
California
$100M -$423M -15,504,660 -81%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$94.5M +$94.5M +3,466,090 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$94M -$28.3M -1,037,012 -23%
Alkeon Capital Management
24
Alkeon Capital Management
New York
$89.4M +$21K +771 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$77M +$77M +2,823,000 New
1
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