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KKR & Co
KKR

Overview Fund Activity

415 hedge funds and large institutions have $9.78B invested in KKR & Co in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+49
Holders Change %
+13.39%
% of All Funds
9%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
89
Increased
140
Reduced
101
Closed
33
Calls
$129M
Puts
$59.8M
Net Calls
+$69.3M
Net Calls Change
-$103M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$132M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$113M
3
State Street
3
State Street
Massachusetts
$120M
4
BlackRock
4
BlackRock
New York
$340M
5
IAM
5
Iridian Asset Management
Connecticut
$89.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$372M
2
Goldman Sachs
2
Goldman Sachs
New York
$19.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.8M
4
PI
4
Putnam Investments
Massachusetts
$198M
5
VVP
5
Vulcan Value Partners
Alabama
$659M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$1.19B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B +$32.5M +1,384,802 +3%
JSP
3
Jackson Square Partners
California
$679M +$22M +937,164 +3%
VVP
4
Vulcan Value Partners
Alabama
$659M -$30.5M -1,296,315 -4%
Principal Financial Group
5
Principal Financial Group
Iowa
$433M +$21.6M +920,105 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$372M -$59.5M -2,534,537 -14%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$341M +$30.2M +1,286,630 +10%
BlackRock
8
BlackRock
New York
$340M +$89.8M +3,823,413 +36%
ACM
9
AKRE Capital Management
Virginia
$300M +$2.38M +101,500 +0.8%
ECU
10
Egerton Capital (UK)
United Kingdom
$211M +$5.5M +234,213 +3%
Pzena Investment Management
11
Pzena Investment Management
New York
$205M -$13.8M -588,440 -6%
PI
12
Putnam Investments
Massachusetts
$198M -$30.8M -1,311,559 -13%
Macquarie Group
13
Macquarie Group
Australia
$186M +$1.3M +55,534 +0.7%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$151M -$27.8M -1,184,247 -16%
AI
15
Ariel Investments
Illinois
$133M +$611K +26,022 +0.5%
First Manhattan
16
First Manhattan
New York
$132M +$132M +5,637,351 New
State Street
17
State Street
Massachusetts
$120M +$97.4M +4,148,381 +426%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$113M +$113M +4,817,870 New
KKRC
19
Kohlberg Kravis Roberts & Co
New York
$110M – – –
Bank of America
20
Bank of America
North Carolina
$108M -$5.3M -225,789 -5%
MC
21
Maverick Capital
Texas
$103M +$2.9M +123,570 +3%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$103M +$43.1M +1,838,701 +72%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$95.7M +$14.9M +633,453 +18%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$91.2M +$20.2M +858,000 +28%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$90.9M +$5.33M +226,906 +6%
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