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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $3.76B invested in KKR & Co in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-11
Holders Change %
-3.62%
% of All Funds
7.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
20
Increased
99
Reduced
95
Closed
27
Calls
$76.3M
Puts
$29.9M
Net Calls
+$46.5M
Net Calls Change
+$13.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$160M
2
GC
2
GMT Capital
Georgia
$74.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$201M
4
AIM
4
Artemis Investment Management
United Kingdom
$70.3M
5
UBS Group
5
UBS Group
Switzerland
$83.9M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$745K
2
FPP
2
Findlay Park Partners
United Kingdom
$94.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$46.9M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$0
5
CCG
5
Crescent Capital Group
California
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Glenmede Trust
Pennsylvania
$96K +$14.1K +1,000 +17%
ASN
252
Advisory Services Network
Georgia
$92K +$10.4K +735 +13%
PCM
253
Penserra Capital Management
California
$92K +$23.6K +1,658 +35%
IIC
254
Integrated Investment Consultants
Michigan
$86K -$16.5K -1,200 -16%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$76K – – –
ClearBridge Investments
256
ClearBridge Investments
New York
$73K – – –
MCA
257
Mercer Capital Advisers
New Jersey
$71K – – –
WEC
258
Winslow Evans & Crocker
Massachusetts
$65.8K +$7.87K +552 +14%
LCS
259
Levin Capital Strategies
New York
$62.1K +$16.9K +1,187,556 +38%
CG
260
Cutler Group
California
$58K +$99 +7 +0.2%
Lazard Asset Management
261
Lazard Asset Management
New York
$57K – – –
SEI Investments
262
SEI Investments
Pennsylvania
$57K +$6.61K +460 +13%
ST
263
Smithfield Trust
Pennsylvania
$50K – – –
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$43K -$34.1K -2,397 -44%
IWM
265
Integrated Wealth Management
California
$37K – – –
BFEC
266
Benjamin F. Edwards & Company
Missouri
$36K -$3.45K -244 -9%
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
MFW
268
Mosaic Family Wealth
Missouri
$33K +$14 +1 +0%
SIM
269
Sonora Investment Management
Arizona
$31.8K +$31.8K +2,228 New
LWA
270
Lenox Wealth Advisors
New York
$31K – – –
MWP
271
MYCIO Wealth Partners
Pennsylvania
$29K – – –
BWP
272
Baldwin Wealth Partners
Massachusetts
$29K – – –
SAM
273
Shamrock Asset Management
Texas
$22K – – –
ATC
274
Adirondack Trust Company
New York
$22K – – –
TRCT
275
Tower Research Capital (TRC)
New York
$21K -$78.3K -5,385 -79%
9 10
11
12 13