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KKR & Co
KKR

Overview Fund Activity

475 hedge funds and large institutions have $10.2B invested in KKR & Co in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 165 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
-34
Holders Change %
-6.68%
% of All Funds
10.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.55%
New
61
Increased
158
Reduced
165
Closed
90
Calls
$153M
Puts
$93.2M
Net Calls
+$60M
Net Calls Change
+$40.2M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$227M
2
Invesco
2
Invesco
Georgia
$291M
3
BlackRock
3
BlackRock
New York
$442M
4
MC
4
Maverick Capital
Texas
$115M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$69.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.23M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$167M
3
JCM
3
Junto Capital Management
New York
$0
4
AAMU
4
Amundi Asset Management US
Massachusetts
$27M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B +$26M +1,109,775 +2%
VH
2
ValueAct Holdings
California
$1.06B -$18.4M -784,200 -2%
VVP
3
Vulcan Value Partners
Alabama
$653M -$53.9M -2,297,477 -8%
Principal Financial Group
4
Principal Financial Group
Iowa
$538M +$30.9M +1,317,628 +6%
BlackRock
5
BlackRock
New York
$442M +$88M +3,747,419 +25%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$433M +$28.6M +1,220,161 +7%
JSP
7
Jackson Square Partners
California
$404M -$49M -2,089,500 -11%
ACM
8
AKRE Capital Management
Virginia
$333M +$33.6M +1,432,716 +11%
Invesco
9
Invesco
Georgia
$291M +$117M +4,974,443 +67%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$268M +$32.3M +1,377,737 +14%
Capital International Investors
11
Capital International Investors
California
$227M +$227M +9,679,758 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$167M -$118M -5,017,256 -41%
Alkeon Capital Management
13
Alkeon Capital Management
New York
$156M +$37.6M +1,600,000 +32%
First Manhattan
14
First Manhattan
New York
$154M -$425K -18,123 -0.3%
State Street
15
State Street
Massachusetts
$129M +$7.05M +300,193 +6%
Pzena Investment Management
16
Pzena Investment Management
New York
$128M -$66.7M -2,842,892 -34%
ECU
17
Egerton Capital (UK)
United Kingdom
$119M +$30.3M +1,292,455 +34%
AI
18
Ariel Investments
Illinois
$118M -$20M -851,589 -14%
MC
19
Maverick Capital
Texas
$115M +$87.7M +3,738,800 +323%
KKRC
20
Kohlberg Kravis Roberts & Co
New York
$110M – – –
Legal & General Group
21
Legal & General Group
United Kingdom
$107M +$7.86M +334,491 +8%
Macquarie Group
22
Macquarie Group
Australia
$104M -$17.6M -751,668 -14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$104M +$6.07M +258,703 +6%
EIP
24
Epoch Investment Partners
New York
$103M -$14.5M -616,293 -12%
Bank of America
25
Bank of America
North Carolina
$102M -$8.81M -375,369 -8%
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