KKR icon

KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
1
ING Group
Netherlands
$81.3M
2
Citigroup
2
Citigroup
New York
$208M
3
PCM
3
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
5
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
LPVHS
2
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
3
TCW Group
California
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
CS
5
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
251
Regions Financial Corp
Alabama
$205K – – –
VKH
252
Virtu KCG Holdings
New York
$204K -$701K -31,503 -77%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$165K +$22.3K +1,001 +16%
DADC
254
D.A. Davidson & Co
Montana
$158K +$95.6K +4,310 +153%
BKBG
255
BHF Kleinwort Benson Group
Belgium
$151K – – –
MFS
256
MSI Financial Services
Massachusetts
$145K +$15.6K +701 +12%
BRWM
257
B. Riley Wealth Management
Tennessee
$137K +$23.2K +1,041 +20%
FANJ
258
Financial Architects (New Jersey)
New Jersey
$118K +$17.9K +800 +18%
NES
259
New England Securities
New York
$95K +$73.4K +3,275 +339%
CFA
260
Carroll Financial Associates
North Carolina
$87K – – –
WRM
261
Westport Resources Management
Connecticut
$76K +$134 +6 +0.2%
FMT
262
First Mercantile Trust
Tennessee
$74K +$23.2K +1,047 +46%
OCM
263
One Capital Management
California
$67K +$67K +3,021 New
ST
264
SpiderRock Trading
Illinois
$65K – – –
FNBT
265
FineMark National Bank & Trust
Florida
$62K -$5.09K -230 -8%
FM
266
Forward Management
California
$61K -$150K -6,750 -71%
JT
267
Jump Trading
Illinois
$50K +$50K +2,246 New
JFA
268
JNBA Financial Advisors
Minnesota
$45K – – –
JIC
269
Joel Isaacson & Co
New York
$45K – – –
EWM
270
Edge Wealth Management
New York
$44K +$22K +1,000 +100%
RNS
271
Robert N. Shapiro
$39K – – –
SAM
272
Shamrock Asset Management
Texas
$34K – – –
ATC
273
Adirondack Trust Company
New York
$34K – – –
MWP
274
MYCIO Wealth Partners
Pennsylvania
$33K – – –
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$33K +$33K +1,500 New
9 10
11
12 13