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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
251
Duncker Streett & Co
Missouri
$200K -$7.79K -500 -4%
BJ
252
BlackRock Japan
Japan
$194K +$9.37K +600 +5%
QC
253
QCM Cayman
Texas
$189K +$189K +12,137 New
BFEC
254
Benjamin F. Edwards & Company
Missouri
$188K -$8.58K -550 -4%
BT
255
Beacon Trust
New Jersey
$187K -$79.9K -5,120 -30%
GBA
256
Garrison Bradford & Associates
New York
$187K -$23.4K -1,500 -11%
NFG
257
Next Financial Group
Texas
$185K -$8.17K -526 -4%
FRM
258
Fox Run Management
Connecticut
$179K +$179K +11,500 New
CFP
259
Cornerstone Financial Partners
North Carolina
$178K +$178K +11,354 New
NG
260
NatWest Group
United Kingdom
$176K -$58.2K -3,736 -25%
LWAC
261
Laurel Wealth Advisors (California)
California
$172K +$172K +11,020 New
CL
262
CSS LLC
Illinois
$166K – – –
IC
263
InterOcean Capital
Illinois
$165K -$17.3K -1,110 -10%
DWT
264
Dorsey & Whitney Trust
South Dakota
$165K – – –
UR
265
USCA RIA
Texas
$165K – – –
DMC
266
Drexel Morgan & Co
Pennsylvania
$157K +$157K +10,040 New
BFA
267
Beaumont Financial Advisors
Massachusetts
$156K – – –
PSUF
268
People's United Financial
Connecticut
$150K +$150K +9,625 New
SAM
269
Shamrock Asset Management
Texas
$140K +$96.9K +6,216 +225%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$129K +$129K +8,265 New
CFA
271
Camarda Financial Advisors
Florida
$109K +$24.6K +1,581 +29%
ASN
272
Advisory Services Network
Georgia
$105K +$61.6K +3,960 +142%
AFP
273
Ausdal Financial Partners
Iowa
$99K +$99K +6,325 New
CFA
274
Carroll Financial Associates
North Carolina
$96K +$62 +4 +0.1%
CG
275
Cutler Group
California
$91K +$91K +5,844 New
9 10
11
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