KKR & Co
293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.
146% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 28
103% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 60
27% more capital invested
Capital invested by funds: $5.26B → $6.7B (+$1.44B)
16% more funds holding
Funds holding: 253 → 293 (+40)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
10% less call options, than puts
Call options by funds: $69.6M | Put options by funds: $77.1M
10.64% less ownership
Funds ownership: 76.8% → 66.16% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$362M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$163M |
| 3 |
Citigroup
New York
|
+$159M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$142M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$292M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$110M |
| 3 |
Select Equity Group
New York
|
-$52.8M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$33.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$32.9M |
KKR Hedge Fund Activity: Q2 2014 in Review
293 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2014, worth a combined $6.7B — up 27% from $5.26B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new KKR positions and 28 closed out — a net gain of 41 holders — while 122 added to existing stakes and 60 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $362M. The largest seller was Commerzbank Aktiengesellschaft, cutting an estimated $292M.
- 293 institutional investors held KKR & Co (KKR) as of Q2 2014, up from 253 in Q1 2014.
- Funds reported $6.7B of KKR & Co stock for Q2 2014, up 27% quarter-over-quarter.
- 69 funds opened new KKR & Co positions in Q2 2014 and 28 closed out, a net change of +41 holders.
- The largest KKR & Co buyer in Q2 2014 was Fidelity Investments, an estimated $362M added.
- The largest KKR & Co seller in Q2 2014 was Commerzbank Aktiengesellschaft, an estimated $292M sold.
Based on aggregated 13F filings for Q2 2014.