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KKR & Co
KKR

Overview Fund Activity

341 hedge funds and large institutions have $6B invested in KKR & Co in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+20
Holders Change %
+6.23%
% of All Funds
9.2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
38
Increased
126
Reduced
99
Closed
16
Calls
$112M
Puts
$107M
Net Calls
+$5.75M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
IG
2
ING Group
Netherlands
$246M
3
Deutsche Bank
3
Deutsche Bank
Germany
$250M
4
Citigroup
4
Citigroup
New York
$199M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$49.6M

Top Sellers

1
LPVHS
1
Lexington Partners VI Holdings Sub
New York
$309M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$39.6M
3
OA
3
Omega Advisors
New York
$60.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$12.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$908M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Glenmede Trust
Pennsylvania
$305K – – –
DSC
252
Duncker Streett & Co
Missouri
$305K +$46.9K +2,050 +18%
ACP
253
Ashfield Capital Partners
California
$291K – – –
CNB
254
City National Bank
California
$290K +$38.7K +1,696 +15%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$283K -$226K -9,887 -44%
IC
256
InterOcean Capital
Illinois
$279K – – –
BJ
257
BlackRock Japan
Japan
$278K +$28.1K +1,230 +11%
CPA
258
Cowen Prime Advisors
New York
$274K – – –
NG
259
NatWest Group
United Kingdom
$272K -$71.9K -3,144 -21%
STMM
260
South Texas Money Management
Texas
$267K – – –
PC
261
Palo Capital
California
$251K +$30.8K +1,350 +14%
RFC
262
Regions Financial Corp
Alabama
$246K – – –
CL
263
CSS LLC
Illinois
$244K – – –
UR
264
USCA RIA
Texas
$242K -$219K -9,596 -48%
DWT
265
Dorsey & Whitney Trust
South Dakota
$242K – – –
VKH
266
Virtu KCG Holdings
New York
$240K -$260K -11,378 -52%
LIA
267
LS Investment Advisors
Michigan
$235K – – –
NFG
268
Next Financial Group
Texas
$233K +$18.2K +800 +8%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$230K +$26.6K +1,165 +13%
BFA
270
Beaumont Financial Advisors
Massachusetts
$229K – – –
KJHP
271
K.J. Harrison & Partners
Ontario, Canada
$228K – – –
DekaBank Deutsche Girozentrale
272
DekaBank Deutsche Girozentrale
Germany
$228K – – –
HCM
273
Hollencrest Capital Management
California
$219K -$4.16K -182 -2%
AHC
274
Adell Harriman & Carpenter
Texas
$214K +$214K +9,350 New
ICOA
275
Investment Centers of America
North Dakota
$212K -$99.3K -4,319 -32%
9 10
11
12 13