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KKR & Co
KKR

Overview Fund Activity

366 hedge funds and large institutions have $7.63B invested in KKR & Co in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 116 increasing their positions, 102 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.17%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
74
Increased
116
Reduced
102
Closed
72
Calls
$224M
Puts
$51.8M
Net Calls
+$172M
Net Calls Change
-$91.3M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$549M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M
3
VVP
3
Vulcan Value Partners
Alabama
$576M
4
MC
4
Maverick Capital
Texas
$83.6M
5
ACM
5
AKRE Capital Management
Virginia
$248M

Top Sellers

1
N
1
Natixis
France
$270K
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$361M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$995M +$19.6M +1,000,000 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M +$92.6M +4,716,302 +13%
VVP
3
Vulcan Value Partners
Alabama
$576M +$77.2M +3,931,115 +15%
JSP
4
Jackson Square Partners
California
$549M +$98.5M +5,016,620 +22%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$361M -$90M -4,584,037 -20%
Principal Financial Group
6
Principal Financial Group
Iowa
$344M +$22.1M +1,124,564 +7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$259M -$774K -39,406 -0.3%
ACM
8
AKRE Capital Management
Virginia
$248M +$52.1M +2,652,100 +27%
BlackRock
9
BlackRock
New York
$209M -$8.73M -444,909 -4%
PI
10
Putnam Investments
Massachusetts
$191M +$3M +152,986 +2%
Pzena Investment Management
11
Pzena Investment Management
New York
$183M -$1.59M -80,931 -0.9%
ECU
12
Egerton Capital (UK)
United Kingdom
$172M -$19.6M -999,229 -10%
Macquarie Group
13
Macquarie Group
Australia
$154M +$19.9M +1,015,539 +15%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$150M +$6.58M +335,357 +5%
AI
15
Ariel Investments
Illinois
$111M -$4.89M -249,286 -4%
Morgan Stanley
16
Morgan Stanley
New York
$102M +$46.7M +2,377,032 +85%
Bank of America
17
Bank of America
North Carolina
$94.9M +$21.7M +1,106,243 +30%
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$91.6M – – –
MC
19
Maverick Capital
Texas
$83.6M +$66.2M +3,370,984 +380%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$71.6M +$3.54M +180,248 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$67.5M -$110K -5,616 -0.2%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$59.4M +$31.8M +1,621,600 +116%
Goldman Sachs
23
Goldman Sachs
New York
$58.3M +$6.29M +320,247 +12%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$49.9M +$49.9M +2,542,426 New
Legal & General Group
25
Legal & General Group
United Kingdom
$49.7M +$8.76M +446,130 +21%
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