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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
276
Mercer Capital Advisers
New Jersey
$116K +$116K +5,000 New
FNBT
277
FineMark National Bank & Trust
Florida
$111K +$46.3K +2,000 +71%
EWM
278
Evercore Wealth Management
New York
$83K +$83K +3,570 New
BFA
279
BlackRock Fund Advisors
California
$74K +$74K +3,200 New
BIT
280
BlackRock Institutional Trust
California
$72K +$72K +3,100 New
SF
281
Synovus Financial
Georgia
$70K +$70K +3,000 New
EWM
282
Edge Wealth Management
New York
$47K – – –
JFA
283
JNBA Financial Advisors
Minnesota
$46K – – –
JIC
284
Joel Isaacson & Co
New York
$46K – – –
ANBT
285
American National Bank & Trust
Texas
$45K +$40.4K +1,737 +869%
SSB
286
Sandy Spring Bank
Maryland
$44K +$13.9K +600 +46%
Envestnet Asset Management
287
Envestnet Asset Management
Illinois
$43K +$20.5K +891 +91%
SAM
288
Shamrock Asset Management
Texas
$36K – – –
Thrivent Financial for Lutherans
289
Thrivent Financial for Lutherans
Minnesota
$35K – – –
MWP
290
MYCIO Wealth Partners
Pennsylvania
$35K – – –
ATC
291
Adirondack Trust Company
New York
$35K – – –
WRM
292
Westport Resources Management
Connecticut
$34K -$45.6K -1,953 -57%
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.9K +$3.38K +145,498 +12%
RC
294
RegentAtlantic Capital
New Jersey
$29.9K +$29.9K +1,289 New
FCT
295
Family Capital Trust
Massachusetts
$26K – – –
WTB
296
Washington Trust Bank
Washington
$24K – – –
First Manhattan
297
First Manhattan
New York
$23K +$23K +1,000 New
BJ
298
BlackRock Japan
Japan
$23K +$23K +1,000 New
HNB
299
Huntington National Bank
Ohio
$22K -$372K -16,050 -94%
ST
300
SpiderRock Trading
Illinois
$22K -$65K – –
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