FINANCE:
CORPORATE FINANCE
SIC: INVESTMENT ADVICE
Kohlberg Kravis Roberts & Co. is a private equity firm specializing in acquisitions, leveraged buyouts, management buyouts, and mezzanine investments in large cap companies. The firm will consider investments in all industries, with a focus on infrastructure. It seeks a board seat in its portfolio companies. The firm holds a controlling interest in its portfolio companies after they go public. It typically holds its investment for a period of five years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers.
| Q3 2019 | All Institutions | Hedge Funds 1 |
|---|---|---|
| To trade KKR now: | |
|
| Filers who had this stock in their top 10: | 23 | 9 (0.94%) |
| 13F Filers holding this stock: | 436 | 65 (6.79%) |
| Aggregate 13F shares on 09/30/2019: | 428.05 Million | 135.746 Million |
| Aggregate 13F shares on 06/30/2019: | 418.663 Million | 127.277 Million |
| Percent change: | 2.24% | 6.65% |
| Funds creating new positions: | 57 | 11 |
| Funds Adding to an existing position: | 129 | 19 |
| Funds closing out their position: | 51 | 8 |
| Funds reducing their position: | 143 | 17 |
| 1 hedge funds as identified by whalewisdom.com through public filings. | ||
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| Insider Name | Type | Last Reported Shares Held | Last Reported Date | Filings in past year |
|---|---|---|---|---|
|
DRUMMOND DAVID C SVP, CORPORATE DEVELOPMENT |
|
27,814 | 2019-12-02 | 2 |
|
SORKIN DAVID GENERAL COUNSEL AND SECRETARY |
|
0 | 2019-11-27 | 5 |
|
NUTTALL SCOTT C CO-PRESIDENT & CO-COO |
|
0 | 2019-11-27 | 4 |
|
BAE JOSEPH Y CO-PRESIDENT & CO-COO |
|
1,367,774 | 2019-11-26 | 4 |
|
ROBERTS GEORGE R CO-CHAIRMAN AND CO-CEO |
|
10,155,921 | 2019-11-14 | 2 |
|
|
0 | 2019-11-13 | 4 | |
|
|
71,699 | 2019-10-30 | 2 | |
|
|
152,299 | 2019-10-30 | 2 | |
|
|
79,299 | 2019-10-30 | 2 | |
|
|
78,699 | 2019-10-30 | 2 | |
|
|
133,699 | 2019-10-30 | 2 | |
|
|
15,113 | 2019-10-30 | 2 | |
|
|
12,225 | 2019-10-30 | 2 | |
|
KRAVIS HENRY R CO-CHAIRMAN AND CO-CEO |
|
14,962,449 | 2019-08-01 | 1 |
|
JANETSCHEK WILLIAM J CHIEF FINANCIAL OFFICER |
|
104,111 | 2019-08-01 | 3 |
|
VALUEACT CAPITAL MFB HOLDINGS, L.P. VALUEACT CAPITAL MASTER FUND, L.P. VALUEACT CAPITAL MANAGEMENT, L.P. |
|
49,700,000 | 2018-02-09 | 0 |
|
|
100,232 | 2017-05-04 | 0 | |
|
43,276 | 2015-10-01 | 0 |
| Reporting Owners | Transaction Date | Transaction Code | Shares | Share Price | Acquired or Disposed | Shares Owned Following Transaction | Combined shares owned after filing | Direct/Indirect Ownership | 10b-5 |
|---|---|---|---|---|---|---|---|---|---|
|
SORKIN DAVID GENERAL COUNSEL AND SECRETARY see footnote |
2019-11-27 | G | 450,000 | a | 1,758,333 | 0.00 | indirect | ||
|
SORKIN DAVID GENERAL COUNSEL AND SECRETARY see footnote |
2019-11-27 | G | 792,000 | d | 1,758,333 | 0.00 | indirect | ||
|
NUTTALL SCOTT C CO-PRESIDENT & CO-COO see footnote |
2019-11-27 | G | 297,000 | d | 1,000,000 | 0.00 | indirect | ||
|
BAE JOSEPH Y CO-PRESIDENT & CO-COO see footnote |
2019-11-27 | G | 562,320 | a | 6,418,000 | 1,367,774.00 | indirect | ||
|
BAE JOSEPH Y CO-PRESIDENT & CO-COO see footnote |
2019-11-26 | G | 250,000 | d | 750,000 | 1,367,774.00 | indirect | ||
|
ROBERTS GEORGE R CO-CHAIRMAN AND CO-CEO see footnote |
2019-11-14 | G | 1,300,000 | d | 4,300,000 | 10,155,921.00 | indirect | ||
| 2019-11-13 | J | 5,364,802 | d | 290,381,345 | 0.00 | direct | |||
| 2019-10-30 | A | 5,205 | a | 71,699 | 71,699.00 | direct | |||
|
DRUMMOND DAVID C see footnote |
2019-10-30 | A | 5,205 | a | 44,083 | 44,083.00 | indirect | ||
|
GRUNDFEST JOSEPH see footnote |
2019-10-30 | A | 5,205 | a | 78,699 | 78,699.00 | indirect | ||
| 2019-10-30 | A | 5,205 | a | 12,225 | 12,225.00 | direct | |||
| 2019-10-30 | A | 5,205 | a | 79,299 | 79,299.00 | direct | |||
| 2019-10-30 | A | 5,205 | a | 78,699 | 133,699.00 | direct | |||
| 2019-10-30 | A | 5,205 | a | 15,113 | 15,113.00 | direct | |||
| 2019-10-30 | A | 5,205 | a | 152,299 | 152,299.00 | direct |
