KKR & Co
454 hedge funds and large institutions have $10.6B invested in KKR & Co in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 129 increasing their positions, 136 reducing their positions, and 42 closing their positions.
105% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 42
100% more call options, than puts
Call options by funds: $133M | Put options by funds: $66.6M
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
9% more funds holding
Funds holding: 415 → 454 (+39)
8% more capital invested
Capital invested by funds: $9.78B → $10.6B (+$806M)
0.98% less ownership
Funds ownership: 78.01% → 77.03% (-0.98%)
5% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$58.7M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$58.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$57.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$109M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.4M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$58.8M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$46M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$38.5M |
KKR Hedge Fund Activity: Q2 2019 in Review
454 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2019, worth a combined $10.6B — up 8.2% from $9.78B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new KKR positions and 42 closed out — a net gain of 44 holders — while 129 added to existing stakes and 136 trimmed.
The largest buyer was Iridian Asset Management, adding an estimated $58.7M. The largest seller was Brandywine Global Investment Management, cutting an estimated $109M.
- 454 institutional investors held KKR & Co (KKR) as of Q2 2019, up from 415 in Q1 2019.
- Funds reported $10.6B of KKR & Co stock for Q2 2019, up 8.2% quarter-over-quarter.
- 86 funds opened new KKR & Co positions in Q2 2019 and 42 closed out, a net change of +44 holders.
- The largest KKR & Co buyer in Q2 2019 was Iridian Asset Management, an estimated $58.7M added.
- The largest KKR & Co seller in Q2 2019 was Brandywine Global Investment Management, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2019.