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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$91.8M
2
CS
Credit Suisse
Switzerland
$136M
3
GC
GMT Capital
Georgia
$65M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
IG
ING Group
Netherlands
$91.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
Citigroup
New York
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
226
First Midwest Bank Trust Division
Illinois
$239K – – –
GAM
227
Guinness Asset Management
United Kingdom
$239K – – –
AWCI
228
Alpine Woods Capital Investors
New York
$235K -$27.9K -1,900 -11%
LW
229
Linscomb Wealth
Texas
$233K +$18.6K +1,266 +9%
CB
230
Chemical Bank
Michigan
$230K +$29.4K +2,000 +15%
BFA
231
Beaumont Financial Advisors
Massachusetts
$228K – – –
V
232
Veritable
Delaware
$223K -$38.8K -2,636 -15%
BFA
233
BlackRock Fund Advisors
California
$216K +$2.05K +140 +1%
BJ
234
BlackRock Japan
Japan
$210K +$27.7K +1,890 +15%
RIM
235
Regent Investment Management
Kentucky
$200K +$2.94K +200 +1%
DC
236
Davenport & Co
Virginia
$200K – – –
SWM
237
Segment Wealth Management
Texas
$188K -$38.7K -2,637 -17%
DSC
238
Duncker Streett & Co
Missouri
$183K -$5.81K -395 -3%
GBA
239
Garrison Bradford & Associates
New York
$176K – – –
BF
240
BOK Financial
Oklahoma
$173K +$173K +11,799 New
SAM
241
Strategy Asset Managers
California
$170K -$42.5K -2,888 -20%
NG
242
NatWest Group
United Kingdom
$166K – – –
LWAC
243
Laurel Wealth Advisors (California)
California
$157K -$4.39K -300 -3%
CL
244
CSS LLC
Illinois
$157K – – –
QT
245
Quantbot Technologies
New York
$157K +$157K +10,755 New
RFC
246
Regions Financial Corp
Alabama
$156K – – –
UR
247
USCA RIA
Texas
$156K – – –
ID
248
Integral Derivatives
New York
$154K +$154K +10,475 New
AIM
249
Anchor Investment Management
South Carolina
$154K +$154K +10,465 New
CFA
250
Carroll Financial Associates
North Carolina
$151K +$59.9K +4,079 +66%
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