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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$91.8M
2
CS
2
Credit Suisse
Switzerland
$136M
3
GC
3
GMT Capital
Georgia
$65M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
IG
2
ING Group
Netherlands
$91.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
4
Citigroup
New York
$38.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
251
Commonwealth Financial Services
West Virginia
$150K -$88.8K -6,048 -37%
HPC
252
HM Payson & Co
Maine
$147K +$147K +10,000 New
APCM
253
Arbiter Partners Capital Management
New York
$147K +$147K +10,000 New
NFG
254
Next Financial Group
Texas
$132K -$42.5K -2,900 -24%
CG
255
Cutler Group
California
$130K +$44.2K +3,006 +51%
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$121K – – –
SAM
257
Shamrock Asset Management
Texas
$115K -$17.4K -1,182 -13%
IIC
258
Integrated Investment Consultants
Michigan
$97K +$97K +7,450 New
GT
259
Glenmede Trust
Pennsylvania
$85K – – –
BFEC
260
Benjamin F. Edwards & Company
Missouri
$84K -$92K -6,300 -52%
ClearBridge Investments
261
ClearBridge Investments
New York
$75K -$15.7M -1,069,275 -100%
MCA
262
Mercer Capital Advisers
New Jersey
$73K – – –
ASN
263
Advisory Services Network
Georgia
$62K -$36.5K -2,500 -37%
WEC
264
Winslow Evans & Crocker
Massachusetts
$59.7K -$201K -13,695 -77%
Lazard Asset Management
265
Lazard Asset Management
New York
$58K +$58K +4,000 New
FANJ
266
Financial Architects (New Jersey)
New Jersey
$57K +$57K +3,879 New
ST
267
Smithfield Trust
Pennsylvania
$56K – – –
EWM
268
Edge Wealth Management
New York
$49K +$34.3K +2,342 +234%
SEI Investments
269
SEI Investments
Pennsylvania
$47K +$32K +2,197 +214%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$44.1K +$44.1K +3,000 New
LNB
271
Ledyard National Bank
$44K – – –
JIC
272
Joel Isaacson & Co
New York
$44K – – –
CF
273
CenterStar Fund
Illinois
$44K -$230K – –
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$42K -$6.13K -420 -13%
IWM
275
Integrated Wealth Management
California
$38K – – –
9 10
11
12 13