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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $3.76B invested in KKR & Co in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-11
Holders Change %
-3.62%
% of All Funds
7.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
20
Increased
99
Reduced
95
Closed
27
Calls
$76.3M
Puts
$29.9M
Net Calls
+$46.5M
Net Calls Change
+$13.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$160M
2
GC
2
GMT Capital
Georgia
$74.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$201M
4
AIM
4
Artemis Investment Management
United Kingdom
$70.3M
5
UBS Group
5
UBS Group
Switzerland
$83.9M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$745K
2
FPP
2
Findlay Park Partners
United Kingdom
$94.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$46.9M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$0
5
CCG
5
Crescent Capital Group
California
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
226
ProVise Management Group
Florida
$204K -$103K -7,250 -34%
BF
227
BOK Financial
Oklahoma
$203K +$7.14K +500 +4%
FCH
228
Freestone Capital Holdings
Washington
$198K -$14.3K -1,000 -7%
WP
229
WealthPLAN Partners
Nebraska
$198K -$207K -14,584 -51%
GAM
230
Guinness Asset Management
United Kingdom
$197K – – –
DC
231
Davenport & Co
Virginia
$194K – – –
Simplex Trading
232
Simplex Trading
Illinois
$191K +$169K +11,855 +752%
LWAC
233
Laurel Wealth Advisors (California)
California
$183K -$10.7K -750 -6%
Allianz Asset Management
234
Allianz Asset Management
Germany
$182K -$3.39M -237,300 -95%
DSC
235
Duncker Streett & Co
Missouri
$178K – – –
Mariner
236
Mariner
Kansas
$164K +$164K +11,553 New
GJIC
237
Gamble Jones Investment Counsel
California
$152K -$82.7K -5,784 -35%
NFG
238
Next Financial Group
Texas
$152K +$23.9K +1,675 +19%
UR
239
USCA RIA
Texas
$151K – – –
GCP
240
GSA Capital Partners
United Kingdom
$149K +$149K +10,419 New
KIA
241
KCM Investment Advisors
California
$148K +$148K +10,400 New
SAM
242
Strategy Asset Managers
California
$147K -$7.09K -498 -5%
APCM
243
Arbiter Partners Capital Management
New York
$143K – – –
BFA
244
Beaumont Financial Advisors
Massachusetts
$143K – – –
TWA
245
TCI Wealth Advisors
Arizona
$143K +$143K +10,000 New
QT
246
Quantbot Technologies
New York
$139K +$139K +9,786 New
PWM
247
Perigon Wealth Management
California
$138K -$251K -17,637 -64%
EWM
248
Edge Wealth Management
New York
$122K +$74.3K +5,200 +156%
AIM
249
Anchor Investment Management
South Carolina
$111K -$3.78K -265 -3%
PCM
250
Prelude Capital Management
New York
$103K +$40.2K +2,831 +64%
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