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KKR & Co
KKR

Overview Fund Activity

304 hedge funds and large institutions have $3.3B invested in KKR & Co in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
8.12%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
30
Increased
97
Reduced
114
Closed
27
Calls
$58M
Puts
$25.4M
Net Calls
+$32.6M
Net Calls Change
-$71.7M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$69.6M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$111M
3
SAMH
3
Shanda Asset Management Holdings
British Virgin Islands
$57.2M
4
CCG
4
Crescent Capital Group
California
$49.9M
5
N
5
Natixis
France
$24.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$7.39M
2
GC
2
GMT Capital
Georgia
$17.1M
3
TIM
3
Thornburg Investment Management
New Mexico
$86.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20M
5
TAM
5
Toscafund Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Glenmede Trust
Pennsylvania
$71K – – –
ASN
252
Advisory Services Network
Georgia
$71K +$18.5K +1,500 +35%
BIT
253
BlackRock Institutional Trust
California
$70K -$530K -43,220 -88%
FANJ
254
Financial Architects (New Jersey)
New Jersey
$67K +$18.7K +1,500 +39%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$67K +$31.4K +2,539 +88%
ClearBridge Investments
256
ClearBridge Investments
New York
$63K – – –
MCA
257
Mercer Capital Advisers
New Jersey
$62K – – –
PCM
258
Penserra Capital Management
California
$59K +$319 +26 +0.5%
PCM
259
Prelude Capital Management
New York
$54K +$54K +4,415 New
WEC
260
Winslow Evans & Crocker
Massachusetts
$50.2K +$12 +1 +0%
CG
261
Cutler Group
California
$50K -$58.1K -4,757 -54%
Lazard Asset Management
262
Lazard Asset Management
New York
$49K – – –
ST
263
Smithfield Trust
Pennsylvania
$43K -$3.69K -300 -8%
SEI Investments
264
SEI Investments
Pennsylvania
$43K +$3.48K +284 +9%
EWM
265
Edge Wealth Management
New York
$41K – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$35K -$177K -14,280 -83%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$34K -$36.1K -2,961 -51%
IWM
268
Integrated Wealth Management
California
$32K – – –
MFW
269
Mosaic Family Wealth
Missouri
$29K +$25 +2 +0.1%
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$29K +$4.47K +368 +18%
LWA
271
Lenox Wealth Advisors
New York
$27K – – –
ACS
272
Archford Capital Strategies
Illinois
$26K +$26K +2,065 New
JIC
273
Joel Isaacson & Co
New York
$25K -$12.5K -1,000 -33%
MWP
274
MYCIO Wealth Partners
Pennsylvania
$25K – – –
BWP
275
Baldwin Wealth Partners
Massachusetts
$25K +$12.5K +1,000 +100%
9 10
11
12 13