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KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
276
SpiderRock Advisors
Delaware
$53K – – –
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$50K – – –
KTC
278
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
MFW
279
Mosaic Family Wealth
Missouri
$42K +$18 +1 +0%
TRCT
280
Tower Research Capital (TRC)
New York
$40K -$42.8K -2,374 -52%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$39K -$7.15K -395 -15%
CAG
282
Crestwood Advisors Group
Massachusetts
$37K +$37K +2,000 New
Bessemer Group
283
Bessemer Group
New Jersey
$35K +$35K +1,935 New
SEI Investments
284
SEI Investments
Pennsylvania
$30K -$33.8K -1,883 -53%
SAM
285
Shamrock Asset Management
Texas
$28K – – –
ATC
286
Adirondack Trust Company
New York
$28K – – –
TCM
287
Tradewinds Capital Management
Washington
$24K – – –
CBT
288
Central Bank & Trust
Kentucky
$22K +$22K +1,200 New
EWM
289
Evercore Wealth Management
New York
$19K – – –
PA
290
Perennial Advisors
New York
$18K – – –
First Manhattan
291
First Manhattan
New York
$18K – – –
Thrivent Financial for Lutherans
292
Thrivent Financial for Lutherans
Minnesota
$17K – – –
RAM
293
Riggs Asset Management
Pennsylvania
$12K – – –
TDC
294
Thompson Davis & Co
Virginia
$9K – – –
VNA
295
Valley National Advisers
Pennsylvania
$9K -$8K – –
BIG
296
Bellwether Investment Group
Tennessee
$9K +$5.4K +300 +150%
GI
297
Gradient Investments
Minnesota
$9K +$9K +515 New
HI
298
Hudock Inc
Pennsylvania
$8K -$249 -14 -3%
FHA
299
First Horizon Advisors
Tennessee
$7K +$3.5K +200 +100%
AAP
300
Arax Advisory Partners
Colorado
$6K +$51 +3 +0.9%
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12
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