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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
251
LS Investment Advisors
Michigan
$239K – – –
IC
252
InterOcean Capital
Illinois
$238K -$52.5K -2,262 -18%
BT
253
Beacon Trust
New Jersey
$235K -$104K -4,466 -31%
KJHP
254
K.J. Harrison & Partners
Ontario, Canada
$232K – – –
BFA
255
Beaumont Financial Advisors
Massachusetts
$232K – – –
CA
256
Commerzbank Aktiengesellschaft
Germany
$231K -$12.9K -557 -5%
HCM
257
Hollencrest Capital Management
California
$226K +$4.77K +206 +2%
PC
258
Palo Capital
California
$224K +$224K +9,640 New
CCM
259
Coldstream Capital Management
Washington
$221K – – –
NFG
260
Next Financial Group
Texas
$219K -$98.2K -4,233 -31%
ECAM
261
East Coast Asset Management
Massachusetts
$219K -$17.4K -750 -7%
RFC
262
Regions Financial Corp
Alabama
$217K -$205K – –
PGIM
263
Pacific Global Investment Management
California
$215K -$696 -30 -0.3%
RJT
264
Raymond James Trust
Florida
$211K +$211K +9,125 New
LCM
265
Landscape Capital Management
New Jersey
$202K +$202K +8,700 New
SSG
266
Summit Securities Group
New York
$190K -$90.4K -3,900 -32%
RIM
267
Regent Investment Management
Kentucky
$175K +$175K +7,548 New
FM
268
Forward Management
California
$159K +$95.2K +4,100 +149%
BRWM
269
B. Riley Wealth Management
Tennessee
$143K +$694 +30 +0.5%
OC
270
Oakworth Capital
Alabama
$137K +$116K +5,000 +556%
FMT
271
First Mercantile Trust
Tennessee
$133K +$55.7K +2,406 +72%
AIM
272
Advantage Investment Management
Iowa
$131K +$131K +5,650 New
NES
273
New England Securities
New York
$122K +$23.6K +1,018 +24%
BKBG
274
BHF Kleinwort Benson Group
Belgium
$120K – – –
FANJ
275
Financial Architects (New Jersey)
New Jersey
$116K -$6.99K -300 -6%
9 10
11
12 13