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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
BB&T Securities
Virginia
$296M
2
SCM
Sterling Capital Management
North Carolina
$81M
3
IG
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
CS
Credit Suisse
Switzerland
$85.8M
3
WBC
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
Morgan Stanley
New York
$638M
5
Deutsche Bank
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
301
Advisory Services Network
Georgia
$22K +$22K +950 New
SIA
302
Stancorp Investment Advisers
Oregon
$21K +$21K +901 New
BFEC
303
Benjamin F. Edwards & Company
Missouri
$17K -$11.3K -500 -40%
RAM
304
Riggs Asset Management
Pennsylvania
$16K – – –
TCOV
305
Trust Company of Vermont
Vermont
$16K – – –
TWA
306
TCI Wealth Advisors
Arizona
$16K +$316 +14 +2%
BPBT
307
Boston Private Bank & Trust
Massachusetts
$14K – – –
Simplex Trading
308
Simplex Trading
Illinois
$14K +$14K +583 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$13K – – –
KPCM
310
Kings Point Capital Management
New York
$13K – – –
Toronto Dominion Bank
311
Toronto Dominion Bank
Ontario, Canada
$12K -$12.6M -525,000 -100%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +500 New
MAA
313
Managed Account Advisors
New Jersey
$11K +$11K +476 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$9.28K +$9.28K +400 New
RFA
315
Reilly Financial Advisors
California
$8K – – –
MFBTD
316
MB Financial Bank - Trust Department
Illinois
$7K -$7K -300 -50%
MA
317
MUFG Americas
New York
$6K – – –
BRWA
318
B. Riley Wealth Advisors
Florida
$5.25K +$2.51K +19,813 +92%
RNS
319
Robert N. Shapiro
$5K -$38.8K -1,550 -89%
FHA
320
First Horizon Advisors
Tennessee
$5K – – –
TRCT
321
Tower Research Capital (TRC)
New York
$5K +$25 +1 +0.5%
RIA
322
Regal Investment Advisors
Michigan
$5K +$5K +200 New
WCBA
323
Weaver C. Barksdale & Associates
Tennessee
$3K -$2.67K -120 -47%
HR
324
Howe & Rusling
New York
$3K – – –
HI
325
Hudock Inc
Pennsylvania
$2K -$2K -100 -50%
11 12
13
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