Livingston Group Asset Management Southport Capital Management Decreased Its Blackrock LTD Duration Tr Com Shs (BLW) Holding by $501,405; Kkr & Co LP (KKR) Holding Raised by Valueact Holdings Lp

June 18, 2018 - By Adrian Mccoy

KKR & Co. L.P. (NYSE:KKR) Logo

Jeffrey Ubben increased its stake in Kkr & Co Lp (KKR) by 4.08% based on its latest 2018Q1 regulatory filing with the SEC. Valueact Holdings Lp bought 1.95 million shares as the company’s stock rose 1.81% while stock markets declined. The hedge fund run by Jeffrey Ubben held 49.70 million shares of the investment managers company at the end of 2018Q1, valued at $1.01 billion, up from 47.75 million at the end of the previous reported quarter. Valueact Holdings Lp who had been investing in Kkr & Co Lp for a number of months, seems to be bullish on the $19.86 billion market cap company. The stock increased 0.63% or $0.15 during the last trading session, reaching $23.91. About 3.70M shares traded or 15.69% up from the average. KKR & Co. L.P. (NYSE:KKR) has risen 20.56% since June 18, 2017 and is uptrending. It has outperformed by 7.99% the S&P500. Some Historical KKR News: 04/04/2018 – KKR’S HENRY MCVEY SPEAKS IN BLOOMBERG TV INTERVIEW; 17/05/2018 – KKR EUROPE HEAD JOHANNES HUTH TO STEP DOWN AS CHAIR OF PRIVATE EQUITY CHARITY – FT; 22/03/2018 – EMERALD MEDIA- AGGREGATE $80 MLN INVESTMENT WILL INCLUDE SECONDARY PURCHASE OF FIDELISWORLD’S STAKE IN TECHFRONT AND PRIMARY GROWTH CAPITAL; 23/03/2018 – KKR Announces Release of 2017 Schedule K-1 Tax Forms for KKR & Co. L.P. and KKR Financial Holdings LLC; 21/05/2018 – KKR IS SAID TO MULL DEAL THAT WOULD VALUE UNITED GROUP AT EU3B; 03/05/2018 – KKR RAISED $6 BILLION FOR INFRASTRUCTURE FUND IN QUARTER; 17/05/2018 – RALPH ROSENBERG, HEAD OF REAL ESTATE FOR KKR, SPEAKS ON BTV; 07/03/2018 – KKR to Buy Heartland Dental Majority Stake; Ontario Teachers’ to Retain a Stake; 03/05/2018 – KKR & CO LP – INCREASE IN AVAILABLE SHARE REPURCHASE AUTHORIZATION TO $500 MILLION, EFFECTIVE IMMEDIATELY; 11/04/2018 – Fitch Rates KKR CLO 21 Ltd./LLC; Issues New Issue Report

Livingston Group Asset Management Southport Capital Management decreased its stake in Blackrock Ltd Duration Inc Tr Com Shs (BLW) by 33.75% based on its latest 2018Q1 regulatory filing with the SEC. Livingston Group Asset Management Southport Capital Management sold 33,427 shares as the company’s stock declined 2.23% with the market. The institutional investor held 65,627 shares of the major banks company at the end of 2018Q1, valued at $990,000, down from 99,054 at the end of the previous reported quarter. Livingston Group Asset Management Southport Capital Management who had been investing in Blackrock Ltd Duration Inc Tr Com Shs for a number of months, seems to be less bullish one the $549.34M market cap company. The stock increased 0.07% or $0.01 during the last trading session, reaching $14.87. About 124,250 shares traded or 56.93% up from the average. BlackRock Limited Duration Income Trust (NYSE:BLW) has declined 5.08% since June 18, 2017 and is downtrending. It has underperformed by 17.65% the S&P500.

Since February 9, 2018, it had 1 insider buy, and 0 sales for $10.52 million activity.

Investors sentiment increased to 1.16 in Q1 2018. Its up 0.09, from 1.07 in 2017Q4. It increased, as 26 investors sold KKR shares while 78 reduced holdings. 34 funds opened positions while 87 raised stakes. 319.42 million shares or 3.55% more from 308.46 million shares in 2017Q4 were reported. Scotia Cap reported 53,026 shares or 0.01% of all its holdings. The Rhode Island-based Endurance Wealth Mngmt has invested 0% in KKR & Co. L.P. (NYSE:KKR). Gvo Asset Mngmt Limited accumulated 6.21% or 1.24M shares. 53,813 were accumulated by Mckinley Mngmt Llc Delaware. 285,179 are held by Levy Harkins And. Synovus Fincl Corporation stated it has 11 shares or 0% of all its holdings. Barclays Plc reported 2.90M shares. Segment Wealth Limited Liability Company holds 17,250 shares or 0.09% of its portfolio. Hsbc Pcl has 134,146 shares for 0% of their portfolio. Stratos Wealth Prtnrs Limited holds 0.03% or 32,627 shares. Northern Tru has 0% invested in KKR & Co. L.P. (NYSE:KKR) for 248,554 shares. Citigroup Inc owns 10.22 million shares for 0.17% of their portfolio. Telemus Capital Limited Company accumulated 91,679 shares. Moreover, Brown Advisory has 0% invested in KKR & Co. L.P. (NYSE:KKR). Tuttle Tactical Mgmt has 60,581 shares.

Among 14 analysts covering Kohlberg Kravis Roberts & Co. (NYSE:KKR), 10 have Buy rating, 0 Sell and 4 Hold. Therefore 71% are positive. Kohlberg Kravis Roberts & Co. had 61 analyst reports since July 28, 2015 according to SRatingsIntel. The stock of KKR & Co. L.P. (NYSE:KKR) earned “Hold” rating by Standpoint Research on Sunday, August 9. Keefe Bruyette & Woods maintained KKR & Co. L.P. (NYSE:KKR) on Monday, May 29 with “Buy” rating. The company was maintained on Friday, February 9 by Deutsche Bank. The firm has “Equal-Weight” rating by Morgan Stanley given on Tuesday, April 26. The stock of KKR & Co. L.P. (NYSE:KKR) earned “Buy” rating by Bank of America on Tuesday, March 13. The rating was maintained by Credit Suisse on Friday, May 4 with “Outperform”. On Thursday, October 5 the stock rating was maintained by Morgan Stanley with “Equal-Weight”. On Friday, May 4 the stock rating was maintained by Deutsche Bank with “Hold”. Sandler O’Neill maintained the shares of KKR in report on Friday, February 9 with “Hold” rating. Barclays Capital maintained KKR & Co. L.P. (NYSE:KKR) on Wednesday, July 27 with “Overweight” rating.

More notable recent KKR & Co. L.P. (NYSE:KKR) news were published by: Seekingalpha.com which released: “KKR to buy BMC Software from investor group” on May 29, 2018, also Nasdaq.com with their article: “Mid-Morning Market Update: Markets Edge Higher; KKR to Acquire Envision For $46/Share” published on June 11, 2018, Seekingalpha.com published: “KKR To Acquire BMC Software For Middleware Platform” on June 08, 2018. More interesting news about KKR & Co. L.P. (NYSE:KKR) were released by: Themiddlemarket.com and their article: “M&A daily wrap: Dyal, Goldman’s Petershill, Clearlake, KKR, BMC, JAB, Pret A Manger” published on May 29, 2018 as well as Streetinsider.com‘s news article titled: “KKR nears agreement to acquire Envision for about $5.5 billion: source” with publication date: June 11, 2018.

Livingston Group Asset Management Southport Capital Management, which manages about $220.76M and $223.67M US Long portfolio, upped its stake in Proshares Investment Grade (IGHG) by 14,301 shares to 35,133 shares, valued at $2.68M in 2018Q1, according to the filing. It also increased its holding in General Electric Co Com (NYSE:GE) by 64,740 shares in the quarter, for a total of 192,209 shares, and has risen its stake in Procter And Gamble Co Com (NYSE:PG).

Investors sentiment increased to 1.53 in Q1 2018. Its up 0.62, from 0.91 in 2017Q4. It improved, as 5 investors sold BLW shares while 12 reduced holdings. 13 funds opened positions while 13 raised stakes. 7.20 million shares or 7.68% more from 6.69 million shares in 2017Q4 were reported. Us National Bank De holds 0% or 256 shares in its portfolio. Northwestern Mutual Wealth Mgmt Company has invested 0.01% in BlackRock Limited Duration Income Trust (NYSE:BLW). Seabridge Advsrs Limited Co invested in 0.28% or 81,535 shares. Landscape Mgmt Lc has 51,958 shares for 0.06% of their portfolio. Wolverine Asset Management Ltd Liability has 0.01% invested in BlackRock Limited Duration Income Trust (NYSE:BLW). Advisory Ntwk Limited Liability Corporation has 0% invested in BlackRock Limited Duration Income Trust (NYSE:BLW). Bessemer Gp Incorporated has 413,675 shares for 0.02% of their portfolio. Cwm Limited Liability holds 0% or 2,210 shares. First Allied Advisory Ser Incorporated reported 11,896 shares. City owns 2,529 shares. Fiera Cap Corporation owns 13,197 shares for 0% of their portfolio. Morgan Stanley holds 2.35M shares. Cambridge invested in 37,032 shares. Moreover, Lpl Fincl Ltd Liability Corporation has 0% invested in BlackRock Limited Duration Income Trust (NYSE:BLW). North Star Invest Mngmt accumulated 500 shares or 0% of the stock.

KKR & Co. L.P. (NYSE:KKR) Institutional Positions Chart

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