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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oakworth Capital
Alabama
$22K +$22K +900 New
PTC
277
Private Trust Company
Ohio
$21K +$2.74K +111 +15%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$18K – – –
TWA
279
TCI Wealth Advisors
Arizona
$16K +$284 +12 +2%
KPCM
280
Kings Point Capital Management
New York
$14K +$14K +561 New
JWA
281
JFS Wealth Advisors
Pennsylvania
$14K +$14K +570 New
NFG
282
Next Financial Group
Texas
$12K +$12K +510 New
TRCT
283
Tower Research Capital (TRC)
New York
$11K -$22.4K -880 -67%
M&T Bank
284
M&T Bank
New York
$10K – – –
RFA
285
Reilly Financial Advisors
California
$9K +$9K +350 New
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +336 New
MFBTD
287
MB Financial Bank - Trust Department
Illinois
$7K – – –
MAA
288
Managed Account Advisors
New Jersey
$7K +$4.04K +160 +137%
WCBA
289
Weaver C. Barksdale & Associates
Tennessee
$6K – – –
MA
290
MUFG Americas
New York
$6K – – –
W
291
Wealthfront
California
$6K +$6K +225 New
PMFA
292
Plante Moran Financial Advisors
Michigan
$5K – – –
PSUF
293
People's United Financial
Connecticut
$2K – – –
AWCI
294
Alpine Woods Capital Investors
New York
$654 +$219 +9,000 +50%
CIC
295
Chilton Investment Company
Connecticut
– -$28.4M -1,244,432 Closed
GP
296
GLG Partners
United Kingdom
– -$27M -1,181,466 Closed
ACP
297
Arrowgrass Capital Partners
United Kingdom
– -$10.3M -450,000 Closed
PMAM
298
Picton Mahoney Asset Management
Ontario, Canada
– -$10.1M -443,000 Closed
CPC
299
Cookson Peirce & Co
Pennsylvania
– -$9.43M -412,670 Closed
ECA
300
Endeavour Capital Advisors
Connecticut
– -$9.31M -407,727 Closed
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