KKR icon

KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
301
Family Capital Trust
Massachusetts
$17K – – –
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$16K -$8K -500 -33%
EWM
303
Edge Wealth Management
New York
$16K – – –
SEI Investments
304
SEI Investments
Pennsylvania
$16K +$16K +1,025 New
HIIFS
305
Harel Insurance Investments & Financial Services
Israel
$15K +$15K +965 New
OC
306
Oakworth Capital
Alabama
$14K – – –
TWA
307
TCI Wealth Advisors
Arizona
$12K +$236 +15 +2%
SAMH
308
Shanda Asset Management Holdings
British Virgin Islands
$11.9K +$11.9K +761,479 New
RAM
309
Riggs Asset Management
Pennsylvania
$11K – – –
KM
310
Kalos Management
Georgia
$11K – – –
SSB
311
Sandy Spring Bank
Maryland
$9K – – –
JWA
312
JFS Wealth Advisors
Pennsylvania
$9K – – –
VNA
313
Valley National Advisers
Pennsylvania
$8K -$8K – –
WRM
314
Westport Resources Management
Connecticut
$5K – – –
CCS
315
Crosspoint Capital Strategies
California
$5K +$5K +200 New
MA
316
MUFG Americas
New York
$4K – – –
APSP
317
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$75 +5 +2%
FHA
318
First Horizon Advisors
Tennessee
$3K – – –
BlackRock
319
BlackRock
New York
$3K +$3K +193 New
HR
320
Howe & Rusling
New York
$1K -$1K – –
BWA
321
Burt Wealth Advisors
Maryland
$1K +$14 +1 +1%
LPVHS
322
Lexington Partners VI Holdings Sub
New York
– -$227M -13,507,310 Closed
SAM
323
Serengeti Asset Management
New York
– -$28.5M -1,700,000 Closed
AAM
324
Aureus Asset Management
Massachusetts
– -$7.89M -470,450 Closed
FPA
325
First Pacific Advisors
California
– -$7.44M -443,180 Closed
11 12
13
14 15