KKR icon

KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
1
ING Group
Netherlands
$81.3M
2
Citigroup
2
Citigroup
New York
$208M
3
PCM
3
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
5
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
LPVHS
2
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
3
TCW Group
California
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
CS
5
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
SignatureFD
Georgia
$2K +$2K +100 New
CCA
302
Catalyst Capital Advisors
New York
$1K +$1K +50 New
NG
303
NatWest Group
United Kingdom
$396 -$30 -1,350 -7%
WRF
304
Waddell & Reed Financial
Kansas
– -$214M -8,800,000 Closed
State Street
305
State Street
Massachusetts
– -$13.4M -552,214 Closed
AIA
306
Avalon Investment & Advisory
Texas
– -$9.73M -399,982 Closed
SC
307
Selz Capital
New York
– -$9.24M -379,950 Closed
ZDA
308
Zweig-DiMenna Associates
New York
– -$4.5M -185,000 Closed
CCM
309
Cupps Capital Management
Illinois
– -$1.96M -80,707 Closed
NCCM
310
Nine Chapters Capital Management
New Jersey
– -$1.96M -80,500 Closed
Westfield Capital Management
311
Westfield Capital Management
Massachusetts
– -$1.83M -75,280 Closed
SM
312
Seminole Management
New York
– -$1.16M -47,600 Closed
JPMPWA
313
J.P. Morgan Private Wealth Advisors
California
– -$1.13M -46,302 Closed
PAMU
314
Pictet Asset Management (UK)
United Kingdom
– -$754K -31,000 Closed
BIM
315
Beach Investment Management
Pennsylvania
– -$632K -25,980 Closed
QT
316
Quantbot Technologies
New York
– -$567K -23,309 Closed
GCP
317
GSA Capital Partners
United Kingdom
– -$539K -22,169 Closed
KWMG
318
King Wealth Management Group
Florida
– -$529K -21,880 Closed
WAM
319
Wolverine Asset Management
Illinois
– -$520K -21,400 Closed
HI
320
Horizon Investments
North Carolina
– -$409K -16,800 Closed
LSA
321
L & S Advisors
California
– -$250K -10,283 Closed
UB
322
UMB Bank
Missouri
– -$246K -10,100 Closed
FAM
323
Fred Alger Management
New York
– -$238K -9,800 Closed
CA
324
Cetera Advisors
Colorado
– -$227K -9,292 Closed
BG
325
BlackRock Group
United Kingdom
– -$67K -2,736 Closed
10 11 12
13
14