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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$91.8M
2
CS
Credit Suisse
Switzerland
$136M
3
GC
GMT Capital
Georgia
$65M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
IG
ING Group
Netherlands
$91.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
Citigroup
New York
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
301
Burt Wealth Advisors
Maryland
$4K +$2.9K +181 +262%
BlackRock
302
BlackRock
New York
$3K – – –
FHA
303
First Horizon Advisors
Tennessee
$3K – – –
Nisa Investment Advisors
304
Nisa Investment Advisors
Missouri
$2K +$2K +150 New
HR
305
Howe & Rusling
New York
$1K -$1K – –
PCM
306
Penserra Capital Management
California
$70 -$6 -432 -8%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
– -$15.4M -990,000 Closed
1832 Asset Management
308
1832 Asset Management
Ontario, Canada
– -$15.4M -985,000 Closed
WMSA
309
Weiss Multi-Strategy Advisers
New York
– -$8.96M -575,000 Closed
OA
310
Omega Advisors
New York
– -$7.45M -478,069 Closed
Select Equity Group
311
Select Equity Group
New York
– -$6.03M -386,481 Closed
MLM
312
Mount Lucas Management
Pennsylvania
– -$3.96M -253,800 Closed
MPM
313
Meritage Portfolio Management
Kansas
– -$3.67M -235,419 Closed
Teacher Retirement System of Texas
314
Teacher Retirement System of Texas
Texas
– -$2.72M -174,523 Closed
IEFM
315
IQ EQ Fund Management
Ireland
– -$1.38M -79,274 Closed
AL
316
Airain Ltd
Guernsey
– -$1.21M -77,770 Closed
DC
317
Deere & Company
Illinois
– -$1.05M -67,543 Closed
PWM
318
Perigon Wealth Management
California
– -$1.05M -67,289 Closed
RIG
319
Roosevelt Investment Group
New York
– -$1.03M -66,100 Closed
AR
320
Advisory Research
Illinois
– -$769K -49,330 Closed
LCM
321
Landscape Capital Management
New Jersey
– -$768K -49,257 Closed
Arrowstreet Capital
322
Arrowstreet Capital
Massachusetts
– -$748K -47,951 Closed
NIT
323
NumerixS Investment Technologies
British Columbia, Canada
– -$580K -37,200 Closed
TT
324
Tiedemann Trust
Delaware
– -$475K -30,455 Closed
SS
325
Simplicity Solutions
Minnesota
– -$387K -24,805 Closed
11 12
13
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