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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 %
STMM
351
South Texas Money Management
Texas
– -$188K -11,225 Closed
KIA
352
King Investment Advisors
Texas
– -$176K -10,330 Closed
PC
353
Palo Capital
California
– -$169K -10,100 Closed
FM
354
Forward Management
California
– -$115K -6,850 Closed
SF
355
Synovus Financial
Georgia
– -$109K -6,500 Closed
AIM
356
Advantage Investment Management
Iowa
– -$98K -5,850 Closed
FIB
357
First Interstate Bank
Montana
– -$77K -4,600 Closed
JFA
358
JNBA Financial Advisors
Minnesota
– -$34K -2,000 Closed
FMT
359
First Mercantile Trust
Tennessee
– -$33K -1,970 Closed
Envestnet Asset Management
360
Envestnet Asset Management
Illinois
– -$27K -1,600 Closed
RPG
361
Risk Paradigm Group
Texas
– -$20.5K -1,221 Closed
DVM
362
Dreman Value Management
Florida
– -$15K -916 Closed
WCM
363
Windsor Capital Management
Arizona
– -$15K -900 Closed
RIA
364
Regal Investment Advisors
Michigan
– -$6K -400 Closed
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
– -$8.92K -400 Closed
MFBTD
366
MB Financial Bank - Trust Department
Illinois
– -$5K -300 Closed
ST
367
Spot Trading
Illinois
– -$4K -213 Closed
S
368
SignatureFD
Georgia
– -$4K -210 Closed
RFA
369
Reilly Financial Advisors
California
– -$3K -200 Closed
ANBT
370
American National Bank & Trust
Texas
– -$3K -200 Closed
RFC
371
Regions Financial Corp
Alabama
– -$177K – –
11 12 13 14
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