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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$91.8M
2
CS
Credit Suisse
Switzerland
$136M
3
GC
GMT Capital
Georgia
$65M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
IG
ING Group
Netherlands
$91.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
Citigroup
New York
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
276
FineMark National Bank & Trust
Florida
$35K – – –
SAMH
277
Shanda Asset Management Holdings
British Virgin Islands
$33.5K +$22.3K +1,517,958 +199%
MFW
278
Mosaic Family Wealth
Missouri
$33K +$29 +2 +0.1%
MA
279
MUFG Americas
New York
$33K +$29.3K +2,000 +800%
LWA
280
Lenox Wealth Advisors
New York
$32K +$32K +2,198 New
KTC
281
Kistler-Tiffany Companies
Pennsylvania
$30K – – –
MWP
282
MYCIO Wealth Partners
Pennsylvania
$29K – – –
SMH
283
Sanders Morris Harris
Texas
$26K +$26K +53,983 New
HI
284
Hudock Inc
Pennsylvania
$25K +$3.09K +215 +14%
HNB
285
Huntington National Bank
Ohio
$22K -$855K -36,928 -97%
ATC
286
Adirondack Trust Company
New York
$22K – – –
TFA
287
Transamerica Financial Advisors
Florida
$19K -$266K -17,492 -93%
KPCM
288
Kings Point Capital Management
New York
$19K – – –
TCM
289
Tradewinds Capital Management
Washington
$19K +$19K +1,300 New
GWM
290
Gupta Wealth Management
California
$17K +$17K +1,135 New
TRCT
291
Tower Research Capital (TRC)
New York
$15K -$41.7K -2,780 -74%
EWM
292
Evercore Wealth Management
New York
$15K -$37.5K -2,550 -71%
BWP
293
Baldwin Wealth Partners
Massachusetts
$15K +$15K +1,000 New
HIIFS
294
Harel Insurance Investments & Financial Services
Israel
$13K -$1.5K -100 -10%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$13K – – –
RAM
296
Riggs Asset Management
Pennsylvania
$10K – – –
DVM
297
Dreman Value Management
Florida
$10K +$10K +677 New
JWA
298
JFS Wealth Advisors
Pennsylvania
$8K – – –
VNA
299
Valley National Advisers
Pennsylvania
$7K -$8K – –
APSP
300
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$45 +3 +1%
10 11
12
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