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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenmede Trust
Pennsylvania
$90K -$1.3K -84 -1%
PCM
277
Penserra Capital Management
California
$81K +$81K +5,209 New
MCA
278
Mercer Capital Advisers
New Jersey
$78K – – –
WP
279
WealthPLAN Partners
Nebraska
$70K +$70K +15,776 New
TRCT
280
Tower Research Capital (TRC)
New York
$59K +$59K +3,781 New
ST
281
Smithfield Trust
Pennsylvania
$59K +$59K +3,800 New
EWM
282
Evercore Wealth Management
New York
$56K – – –
PAI
283
Pittenger & Anderson Inc
Nebraska
$53K -$571K -36,660 -92%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$51K -$86.6K -5,602 -63%
DBT
285
Dubuque Bank & Trust
Iowa
$48K +$48K +3,105 New
JIC
286
Joel Isaacson & Co
New York
$47K -$11K -702 -19%
LNB
287
Ledyard National Bank
$47K – – –
Bessemer Group
288
Bessemer Group
New Jersey
$47K – – –
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$45K +$4.46K +200 +11%
IWM
290
Integrated Wealth Management
California
$41K -$7.87K -500 -16%
ACS
291
Archford Capital Strategies
Illinois
$40K +$30.3K +1,286 +311%
FNBT
292
FineMark National Bank & Trust
Florida
$37K -$6.17K -400 -14%
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7K +$1 +53 +0%
MFW
294
Mosaic Family Wealth
Missouri
$35K +$35K +2,301 New
MWP
295
MYCIO Wealth Partners
Pennsylvania
$31K +$7.75K +500 +33%
PSI
296
Pinnacle Summer Investments
Virginia
$27K -$496 -980 -2%
HI
297
Hudock Inc
Pennsylvania
$23K +$362 +24 +2%
ATC
298
Adirondack Trust Company
New York
$21K – – –
KPCM
299
Kings Point Capital Management
New York
$20K – – –
KC
300
Kingfisher Capital
North Carolina
$20K +$20K +1,281 New
10 11
12
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