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KKR & Co
KKR

Overview Fund Activity

305 hedge funds and large institutions have $4.18B invested in KKR & Co in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+12
Holders Change %
+4.1%
% of All Funds
7.64%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
47
Increased
88
Reduced
110
Closed
31
Calls
$144M
Puts
$43.5M
Net Calls
+$100M
Net Calls Change
+$53.5M

Top Buyers

1
Citigroup
1
Citigroup
New York
$148M
2
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$71.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$218M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$43.2M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$0
2
GC
2
GMT Capital
Georgia
$20.4M
3
IG
3
ING Group
Netherlands
$0
4
N
4
Natixis
France
$0
5
TG
5
TCW Group
California
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
226
Drexel Morgan & Co
Pennsylvania
$246K +$246K +15,970 New
FSA
227
Franklin Street Advisors
North Carolina
$246K +$246K +16,000 New
CG
228
Caprock Group
Idaho
$235K – – –
CCM
229
Compton Capital Management
Rhode Island
$234K -$257K -16,700 -52%
GW
230
GW & Wade
Massachusetts
$234K -$37.1K -2,415 -14%
MWP
231
MYCIO Wealth Partners
Pennsylvania
$231K +$200K +13,000 +650%
FCCM
232
First City Capital Management
Georgia
$226K -$41.9K -2,729 -16%
BF
233
BOK Financial
Oklahoma
$219K – – –
FCH
234
Freestone Capital Holdings
Washington
$213K – – –
GC
235
Guggenheim Capital
Illinois
$212K -$216K -14,020 -50%
GAM
236
Guinness Asset Management
United Kingdom
$212K – – –
FHC
237
First Heartland Consultants
Missouri
$211K -$15.4K -1,000 -7%
SSW
238
Smith Shellnut Wilson
Mississippi
$200K +$200K +12,991 New
Allianz Asset Management
239
Allianz Asset Management
Germany
$196K – – –
SWM
240
Segment Wealth Management
Texas
$192K +$192K +12,485 New
KIA
241
KCM Investment Advisors
California
$191K +$30.8K +2,000 +19%
APCM
242
Arbiter Partners Capital Management
New York
$185K +$30.8K +2,000 +20%
BCM
243
Bluefin Capital Management
New York
$185K +$185K +12,015 New
PMG
244
ProVise Management Group
Florida
$181K -$38.9K -2,530 -18%
MSAM
245
Moloney Securities Asset Management
Missouri
$180K +$180K +11,676 New
DWA
246
Douglass Winthrop Advisors
New York
$172K +$172K +11,150 New
LWAC
247
Laurel Wealth Advisors (California)
California
$166K -$30.8K -2,015 -16%
GJIC
248
Gamble Jones Investment Counsel
California
$164K +$354 +23 +0.2%
UR
249
USCA RIA
Texas
$163K – – –
FNBT
250
FineMark National Bank & Trust
Florida
$159K +$159K +10,300 New
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10
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