KKR & Co Inc (KKR)

FINANCE: CORPORATE FINANCE
SIC: INVESTMENT ADVICE

9 WEST 57TH STREET NEW YORK, NY 10019

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.

Data as of 2020-06-27
Market Cap25.007 Billion Shares Outstanding845.119 Million Avg 30-day Volume4.502 Million
P/E Ratio Dividend Yield1.825 EPS-0.04
Price/Sales8.135 Price cash flow ratio16.8 Price free cash flow ratio-3.4
Book Value10.46 Price to Tangible Book3.04 Alpha0.0
Short Interest Ratio4.57 % Short Interest to Float1.9 R-squared0.592584
BETA1.53221 52-week High/Low34.14 / 15.55 Stddev0.084914
View SEC Filings from KKR instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 23 14 (0.92%)
13F Filers holding this stock: 457 122 (7.99%)
Aggregate 13F shares on 03/31/2020: 427.954 Million 221.969 Million
Aggregate 13F shares on 12/31/2019: 435.032 Million 237.658 Million
Percent change: -1.63% -6.60%
Funds creating new positions: 61 17
Funds Adding to an existing position: 152 33
Funds closing out their position: 88 27
Funds reducing their position: 161 56
Heat Map Ranking for 03/31/2020 225
Heat Map Ranking for 12/31/2019 254
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding KKR (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding KKR BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

26.3 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

RUSSO PATRICIA F

  • Director
184,672 2020-06-30 2

BAE JOSEPH Y CO-PRESIDENT & CO-COO

1,168,636 2020-05-29 4

KKR HOLDINGS L.P

0 2020-05-27 4

SCHOEWE THOMAS M

  • Director
13,244 2020-05-20 2

SCULLY ROBERT W

  • Director
43,615 2020-05-20 2

SORKIN DAVID GENERAL COUNSEL AND SECRETARY

0 2020-05-20 5

NUTTALL SCOTT C

  • Director
32,234 2020-05-14 3

LEWIN ROBERT H CHIEF FINANCIAL OFFICER

71,748 2020-04-01 3

DILLON MARY N CHIEF EXECUTIVE OFFICER

  • Officer
122,778 2020-03-27 2

HESS JOHN B CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
  • 10% Owner
0 2020-03-06 2

DRUMMOND DAVID C SVP, CORPORATE DEVELOPMENT

  • Officer
67,333 2020-01-02 2

ROBERTS GEORGE R CO-CHAIRMAN AND CO-CEO

10,155,921 2019-11-14 2

GRUNDFEST JOSEPH

78,699 2019-10-30 2

NIEL XAVIER BRUNO

15,113 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 1

VALUEACT HOLDINGS, L.P.

VALUEACT CAPITAL MFB HOLDINGS, L.P.

VALUEACT CAPITAL MASTER FUND, L.P.

VA PARTNERS I, LLC

VALUEACT CAPITAL MANAGEMENT, L.P.

VALUEACT CAPITAL MANAGEMENT, LLC

VALUEACT HOLDINGS GP, LLC

  • 10% Owner
49,700,000 2018-02-09 0

FISHER TODD A

100,232 2017-05-04 0

RAMPL DIETER

  • Director
43,276 2015-10-01 0

Insider Transactions Last 60 Days

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

BAE JOSEPH Y CO-PRESIDENT & CO-COO see footnote

2020-05-29 G 250,000 d 500,000 1,168,636.00 indirect

KKR HOLDINGS L.P

2020-05-27 J 498,776 d 285,978,495 0.00 direct

SORKIN DAVID GENERAL COUNSEL AND SECRETARY

2020-05-20 S 26,333 $26.56 d 0 0.00 direct

SORKIN DAVID GENERAL COUNSEL AND SECRETARY see footnote

2020-05-20 G 112,500 a 1,758,333 0.00 indirect

SORKIN DAVID GENERAL COUNSEL AND SECRETARY see footnote

2020-05-20 G 337,500 d 1,758,333 0.00 indirect
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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