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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
226
Winslow Evans & Crocker
Massachusetts
$277K -$79.3K -5,084 -22%
GW
227
GW & Wade
Massachusetts
$266K -$28.1K -1,799 -10%
First Manhattan
228
First Manhattan
New York
$260K +$10.9K +700 +4%
CCM
229
Compton Capital Management
Rhode Island
$256K -$112K -7,200 -31%
SPC
230
Sigma Planning Corp
Michigan
$256K +$5K +321 +2%
DAS
231
Dynamic Advisor Solutions
Arizona
$255K +$20.7K +1,326 +9%
CFS
232
Commonwealth Financial Services
West Virginia
$254K -$27.4K -1,753 -10%
GAM
233
Guinness Asset Management
United Kingdom
$254K – – –
FMBTD
234
First Midwest Bank Trust Division
Illinois
$254K – – –
SWM
235
Segment Wealth Management
Texas
$241K -$1.7M -108,767 -88%
US Bancorp
236
US Bancorp
Minnesota
$234K +$2.96K +190 +1%
CF
237
CenterStar Fund
Illinois
$230K -$134K – –
LW
238
Linscomb Wealth
Texas
$228K +$29.8K +1,913 +15%
BFA
239
BlackRock Fund Advisors
California
$227K -$660K -42,411 -74%
RFC
240
Russell Frank Company
Washington
$226K -$120K -7,700 -35%
AFWA
241
Ancora Family Wealth Advisors
Ohio
$225K -$92K -5,889 -29%
SAM
242
Strategy Asset Managers
California
$225K -$24.2K -1,556 -10%
Northern Trust
243
Northern Trust
Illinois
$223K -$82.4K -5,296 -27%
QC
244
Quadrature Capital
United Kingdom
$220K -$1.46M -93,744 -87%
JIC
245
JRM Investment Counsel
Nebraska
$218K -$2.89M -185,338 -93%
FCH
246
Freestone Capital Holdings
Washington
$216K – – –
GS
247
GAM Systematic
United Kingdom
$213K -$369K -23,692 -63%
DC
248
Davenport & Co
Virginia
$212K -$69.4K -4,452 -25%
CB
249
Chemical Bank
Michigan
$212K -$101K -6,500 -32%
RIM
250
Regent Investment Management
Kentucky
$210K +$5.94K +380 +3%
8 9
10
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