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Leon Cooperman’s KKR & Co KKR Stock Holding History

Leon Cooperman’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$124M Buy
+5,080,173
New +$118M 1.63% 23
2014
Q1 		– Sell
-1,640,540
Closed -$39.9M – 82
2013
Q4 		$39.9M Sell
1,640,540
-1,453,125
-47% -$33.4M 0.57% 54
2013
Q3 		$63.7M Hold
3,093,665
– – 0.96% 41
2013
Q2 		$60.8M Buy
+3,093,665
New +$61.4M 0.93% 38

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Leon Cooperman's KKR Position: Q2 2014 in Review

Leon Cooperman opened a new position in KKR & Co (KKR) in Q2 2014: 5,080,173 shares worth $124M. The stake represents 1.63% of the portfolio and ranks #23 among its holdings. This is a return to the name: Leon Cooperman previously reported a position in KKR as recently as Q4 2013.

Leon Cooperman first reported a position in KKR in Q2 2013 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold KKR as of Q2 2014.

  • Leon Cooperman held 5,080,173 shares of KKR & Co worth $124M as of Q2 2014.
  • KKR & Co was a new Leon Cooperman position in Q2 2014.
  • KKR & Co made up 1.63% of Leon Cooperman's portfolio in Q2 2014, its #23 holding.
  • Leon Cooperman first reported a position in KKR & Co in Q2 2013 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held KKR & Co as of Q2 2014.

Based on Cooperman Leon G's 13F filing for Q2 2014, filed 14 Aug 2014.