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KKR & Co

501 hedge funds and large institutions have $13.9B invested in KKR & Co in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 139 increasing their positions, 161 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $149M | Put options by funds: $86.3M

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

36% more capital invested

Capital invested by funds: $10.2B → $13.9B (+$3.69B)

5% more funds holding

Funds holding: 479501 (+22)

2.7% more ownership

Funds ownership: 77.68%80.38% (+2.7%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

14% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 161

Holders
501
Holders Change
+22
Holders Change %
+4.59%
% of All Funds
10.27%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
86
Increased
139
Reduced
161
Closed
61
Calls
$149M
Puts
$86.3M
Net Calls
+$63M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B -$10.2M -379,386 -0.8%
VH
2
ValueAct Holdings
California
$1.39B
BlackRock
3
BlackRock
New York
$923M +$298M +11,080,554 +59%
VVP
4
Vulcan Value Partners
Alabama
$841M -$16.1M -598,857 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$719M +$10.4M +385,340 +2%
Capital International Investors
6
Capital International Investors
California
$703M +$352M +13,089,401 +135%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$561M -$7.65M -284,605 -2%
ACM
8
AKRE Capital Management
Virginia
$455M +$14.4M +534,321 +4%
JSP
9
Jackson Square Partners
California
$391M -$122M -4,553,498 -26%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$358M +$4.95M +184,220 +2%
Invesco
11
Invesco
Georgia
$332M -$44M -1,639,182 -13%
State Street
12
State Street
Massachusetts
$306M +$118M +4,391,315 +80%
ECU
13
Egerton Capital (UK)
United Kingdom
$240M +$71.9M +2,675,846 +53%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$218M -$1.86M -69,110 -1%
First Manhattan
15
First Manhattan
New York
$198M -$3.71M -137,974 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$172M +$31M +1,153,253 +26%
Legal & General Group
17
Legal & General Group
United Kingdom
$159M +$16.2M +603,936 +13%
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$144M
AI
19
Ariel Investments
Illinois
$144M -$10.6M -395,897 -8%
Northern Trust
20
Northern Trust
Illinois
$135M +$37.8M +1,406,360 +48%
Alkeon Capital Management
21
Alkeon Capital Management
New York
$133M -$63.1M -2,350,000 -35%
Bank of America
22
Bank of America
North Carolina
$122M -$10.1M -375,312 -9%
FCM
23
Frontier Capital Management
Massachusetts
$119M -$5.85M -217,933 -5%
Macquarie Group
24
Macquarie Group
Australia
$118M -$17.1M -636,012 -14%
WRF
25
Waddell & Reed Financial
Kansas
$113M +$6.06M +225,389 +7%

KKR Hedge Fund Activity: Q2 2020 in Review

501 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2020, worth a combined $13.9B — up 36% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KKR positions and 61 closed out — a net gain of 25 holders — while 139 added to existing stakes and 161 trimmed.

The largest buyer was Capital International Investors, adding an estimated $352M. The largest seller was Pzena Investment Management, cutting an estimated $124M.

  • 501 institutional investors held KKR & Co (KKR) as of Q2 2020, up from 479 in Q1 2020.
  • Funds reported $13.9B of KKR & Co stock for Q2 2020, up 36% quarter-over-quarter.
  • 86 funds opened new KKR & Co positions in Q2 2020 and 61 closed out, a net change of +25 holders.
  • The largest KKR & Co buyer in Q2 2020 was Capital International Investors, an estimated $352M added.
  • The largest KKR & Co seller in Q2 2020 was Pzena Investment Management, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2020.