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KKR & Co
KKR

Overview Fund Activity

459 hedge funds and large institutions have $11.5B invested in KKR & Co in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 134 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.53%
New
59
Increased
134
Reduced
152
Closed
51
Calls
$129M
Puts
$162M
Net Calls
-$32.9M
Net Calls Change
-$99.3M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$200M
2
EIP
2
Epoch Investment Partners
New York
$147M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$133M
4
JCM
4
Junto Capital Management
New York
$74.8M
5
VVP
5
Vulcan Value Partners
Alabama
$775M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$263M
2
VH
2
ValueAct Holdings
California
$1.29B
3
JSP
3
Jackson Square Partners
California
$664M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$170M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VH
1
ValueAct Holdings
California
$1.29B -$69.8M -2,600,000 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.26B +$37.6M +1,401,654 +3%
VVP
3
Vulcan Value Partners
Alabama
$775M +$72.9M +2,714,545 +10%
JSP
4
Jackson Square Partners
California
$664M -$69M -2,568,199 -9%
Principal Financial Group
5
Principal Financial Group
Iowa
$558M -$1.85M -68,781 -0.3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$460M +$11.1M +413,065 +2%
BlackRock
7
BlackRock
New York
$392M +$4.77M +177,541 +1%
ACM
8
AKRE Capital Management
Virginia
$342M +$32.8K +1,220 +0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$263M -$96.1M -3,579,590 -27%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$241M +$46.5M +1,733,387 +24%
Pzena Investment Management
11
Pzena Investment Management
New York
$229M -$2.53M -94,159 -1%
PI
12
Putnam Investments
Massachusetts
$213M -$8.38M -312,071 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$200M +$200M +7,452,706 New
Macquarie Group
14
Macquarie Group
Australia
$183M -$19.8M -735,662 -10%
First Manhattan
15
First Manhattan
New York
$176M +$6.86M +255,570 +4%
ECU
16
Egerton Capital (UK)
United Kingdom
$170M -$65.9M -2,453,886 -28%
AI
17
Ariel Investments
Illinois
$157M -$147K -5,488 -0.1%
EIP
18
Epoch Investment Partners
New York
$147M +$147M +5,486,156 New
State Street
19
State Street
Massachusetts
$141M -$170K -6,350 -0.1%
IAM
20
Iridian Asset Management
Connecticut
$137M -$31.3M -1,165,787 -19%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$133M +$123M +4,637,995 +1,276%
KKRC
22
Kohlberg Kravis Roberts & Co
New York
$125M – – –
FCM
23
Frontier Capital Management
Massachusetts
$120M +$72.8M +2,712,942 +154%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$114M +$5.37M +199,926 +5%
Bank of America
25
Bank of America
North Carolina
$114M -$19.5M -724,783 -15%
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