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KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
1
ING Group
Netherlands
$81.3M
2
Citigroup
2
Citigroup
New York
$208M
3
PCM
3
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
5
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
LPVHS
2
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
3
TCW Group
California
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
CS
5
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
276
Sandy Spring Bank
Maryland
$29K – – –
BFEC
277
Benjamin F. Edwards & Company
Missouri
$28K +$11.2K +500 +67%
Manulife (Manufacturers Life Insurance)
278
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.5K -$58 -2,609 -0.2%
FCT
279
Family Capital Trust
Massachusetts
$25K -$4.14M -182,131 -99%
WTB
280
Washington Trust Bank
Washington
$23K -$13K -582 -36%
Envestnet Asset Management
281
Envestnet Asset Management
Illinois
$22K -$8.2K -365 -27%
OC
282
Oakworth Capital
Alabama
$21K – – –
PTC
283
Private Trust Company
Ohio
$19K – – –
TCOV
284
Trust Company of Vermont
Vermont
$16K +$16K +700 New
TWA
285
TCI Wealth Advisors
Arizona
$15K +$432 +20 +3%
RAM
286
Riggs Asset Management
Pennsylvania
$15K +$15K +675 New
MFBTD
287
MB Financial Bank - Trust Department
Illinois
$14K +$7K +300 +100%
BPBT
288
Boston Private Bank & Trust
Massachusetts
$13K -$35.5K -1,640 -73%
KPCM
289
Kings Point Capital Management
New York
$13K – – –
JWA
290
JFS Wealth Advisors
Pennsylvania
$13K – – –
FNYS
291
First New York Securities
New York
$12.3K +$12.3K +550 New
CPP
292
Crow Point Partners
Massachusetts
$11K +$11K +510 New
RFA
293
Reilly Financial Advisors
California
$8K – – –
WCBA
294
Weaver C. Barksdale & Associates
Tennessee
$6K – – –
MA
295
MUFG Americas
New York
$6K – – –
TRCT
296
Tower Research Capital (TRC)
New York
$4K -$4.7K -234 -54%
HI
297
Hudock Inc
Pennsylvania
$4K +$4K +200 New
FHA
298
First Horizon Advisors
Tennessee
$4K +$4K +200 New
ANBT
299
American National Bank & Trust
Texas
$4K +$4K +200 New
PSUF
300
People's United Financial
Connecticut
$2K – – –
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12
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