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KKR & Co

546 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $13.9B → $15.4B (+$1.53B)

9% more funds holding

Funds holding: 501546 (+45)

0.15% less ownership

Funds ownership: 80.38%80.23% (-0.15%)

4% less call options, than puts

Call options by funds: $93.3M | Put options by funds: $97M

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 179

Holders
546
Holders Change
+45
Holders Change %
+8.98%
% of All Funds
11.02%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.44%
New
90
Increased
155
Reduced
179
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B -$60.7M -1,735,535 -4%
VH
2
ValueAct Holdings
California
$1.55B
BlackRock
3
BlackRock
New York
$1.06B +$30.3M +866,974 +3%
VVP
4
Vulcan Value Partners
Alabama
$886M -$50M -1,429,682 -5%
Principal Financial Group
5
Principal Financial Group
Iowa
$794M -$6.47M -184,974 -0.8%
Capital International Investors
6
Capital International Investors
California
$779M -$3.32M -95,017 -0.4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$623M -$727K -20,773 -0.1%
ACM
8
AKRE Capital Management
Virginia
$506M +$193K +5,511 +0%
Invesco
9
Invesco
Georgia
$440M +$72M +2,059,407 +19%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$403M +$4.64M +132,602 +1%
JSP
11
Jackson Square Partners
California
$395M -$39.9M -1,141,955 -9%
State Street
12
State Street
Massachusetts
$343M +$3.46M +98,981 +1%
ECU
13
Egerton Capital (UK)
United Kingdom
$266M -$491K -14,050 -0.2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$243M +$922K +26,362 +0.4%
Legal & General Group
15
Legal & General Group
United Kingdom
$223M +$46.4M +1,326,938 +26%
First Manhattan
16
First Manhattan
New York
$217M -$2.8M -80,075 -1%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$186M +$39.2M +1,120,000 +26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$185M -$7.29M -208,311 -4%
KKRC
19
Kohlberg Kravis Roberts & Co
New York
$160M
Norges Bank
20
Norges Bank
Norway
$149M +$152M +4,334,023 New
Northern Trust
21
Northern Trust
Illinois
$142M -$7.69M -219,723 -5%
WRF
22
Waddell & Reed Financial
Kansas
$135M +$9.3M +265,945 +7%
Bank of America
23
Bank of America
North Carolina
$132M -$3.72M -106,242 -3%
AI
24
Ariel Investments
Illinois
$122M -$38.1M -1,088,713 -23%
Macquarie Group
25
Macquarie Group
Australia
$113M -$18.3M -524,304 -14%

KKR Hedge Fund Activity: Q3 2020 in Review

546 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2020, worth a combined $15.4B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 43 closed out — a net gain of 47 holders — while 155 added to existing stakes and 179 trimmed.

The largest buyer was Norges Bank, opening a new position worth an estimated $152M. The largest seller was Vanguard Group, cutting an estimated $60.7M.

  • 546 institutional investors held KKR & Co (KKR) as of Q3 2020, up from 501 in Q2 2020.
  • Funds reported $15.4B of KKR & Co stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q3 2020 and 43 closed out, a net change of +47 holders.
  • The largest KKR & Co buyer in Q3 2020 was Norges Bank, an estimated $152M added.
  • The largest KKR & Co seller in Q3 2020 was Vanguard Group, an estimated $60.7M sold.

Based on aggregated 13F filings for Q3 2020.