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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCA
301
Locust Wood Capital Advisers
New York
– -$4.69M -205,295 Closed
BPC
302
Banque Pictet & Cie
Switzerland
– -$4.1M -179,600 Closed
BGA
303
Belmont Global Advisors
Texas
– -$1.78M -77,800 Closed
Walleye Trading
304
Walleye Trading
New York
– -$1.77K -77,491 Closed
GL
305
GLG LLC
New York
– -$1.36M -59,682 Closed
SSWM
306
Sheets Smith Wealth Management
North Carolina
– -$1.34M -58,597 Closed
CCA
307
Catalyst Capital Advisors
New York
– -$1.23M -53,950 Closed
VFS
308
VSR Financial Services
Kansas
– -$957K -41,906 Closed
LCM
309
Levitt Capital Management
Florida
– -$896K -39,246 Closed
PG
310
PEAK6 Group
Illinois
– -$832K -36,402 Closed
SGH
311
Schonfeld Group Holdings
New York
– -$626K -27,392 Closed
Canada Life
312
Canada Life
Manitoba, Canada
– -$564K -24,800 Closed
BP
313
Boston Provident
New Jersey
– -$541K -23,683 Closed
ST
314
Smithfield Trust
Pennsylvania
– -$424K -18,560 Closed
EMFAT
315
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$416K -18,220 Closed
CPS
316
Counsel Portfolio Services
Ontario, Canada
– -$317K -13,900 Closed
Group One Trading
317
Group One Trading
Illinois
– -$300K -13,129 Closed
SC
318
Sumit Capital
New York
– -$264K -11,566 Closed
TNBTD
319
Trustmark National Bank Trust Department
Mississippi
– -$251K -10,990 Closed
PFBT
320
Parkside Financial Bank & Trust
Missouri
– -$206K -9,000 Closed
T
321
TradeWorx
New Jersey
– -$205K -8,958 Closed
S
322
SignatureFD
Georgia
– -$11K -496 Closed
ST
323
SpiderRock Trading
Illinois
– -$39K – –
CTC
324
Central Trust Company
Missouri
– -$5K – –
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