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KKR & Co
KKR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
251
B. Riley Wealth Management
Tennessee
$124K +$73.2K +3,017 +144%
FANJ
252
Financial Architects (New Jersey)
New Jersey
$109K +$109K +4,479 New
CFA
253
Carroll Financial Associates
North Carolina
$97K +$97K +4,000 New
NSIM
254
North Star Investment Management
Illinois
$90K +$75.4K +3,100 +517%
WRM
255
Westport Resources Management
Connecticut
$83K -$2.34K -96 -3%
FNBT
256
FineMark National Bank & Trust
Florida
$74K +$58.6K +2,400 +381%
DADC
257
D.A. Davidson & Co
Montana
$68K +$29.3K +1,211 +76%
BG
258
BlackRock Group
United Kingdom
$67K +$67K +2,736 New
SSG
259
Summit Securities Group
New York
$58K +$58K +2,400 New
HIM
260
Hillsdale Investment Management
Ontario, Canada
$58K +$58K +2,400 New
FMT
261
First Mercantile Trust
Tennessee
$56K +$13.7K +562 +33%
BPBT
262
Boston Private Bank & Trust
Massachusetts
$54K -$2.41K -100 -4%
JIC
263
Joel Isaacson & Co
New York
$49K – – –
JFA
264
JNBA Financial Advisors
Minnesota
$49K +$49K +2,000 New
RNS
265
Robert N. Shapiro
$43K +$4.91K +200 +13%
CAM
266
Cortina Asset Management
Wisconsin
$40K +$40K +1,652 New
WTB
267
Washington Trust Bank
Washington
$39K +$14.1K +582 +57%
ATC
268
Adirondack Trust Company
New York
$37K +$12.5K +510 +51%
SAM
269
Shamrock Asset Management
Texas
$37K +$37K +1,530 New
MWP
270
MYCIO Wealth Partners
Pennsylvania
$36K – – –
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$33K +$33K +1,344 New
SSB
272
Sandy Spring Bank
Maryland
$32K – – –
MBT
273
Monroe Bank & Trust
Michigan
$29K +$29K +1,193 New
EWM
274
Edge Wealth Management
New York
$24K +$24K +1,000 New
NES
275
New England Securities
New York
$23K -$464K -19,453 -95%
9 10
11
12 13