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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 %
TG
26
TCW Group
California
$33.8M – – –
CCG
27
Crescent Capital Group
California
$31.2M – – –
TAM
28
Toscafund Asset Management
United Kingdom
$31.2M +$2.34M +150,000 +8%
M2MC
29
Matthew 25 Management Corp
Pennsylvania
$29.6M – – –
Goldman Sachs
30
Goldman Sachs
New York
$27.1M -$2.03M -130,320 -7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$26.4M +$20.3M +1,299,496 +331%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$25.5M – – –
Wells Fargo
33
Wells Fargo
California
$24.1M +$2.81M +180,131 +13%
GC
34
GMT Capital
Georgia
$23.2M -$69.4M -4,452,360 -75%
PPA
35
Parametric Portfolio Associates
Washington
$22.2M +$13.1M +842,580 +144%
PGH
36
Partners Group Holding
Switzerland
$19.2M +$7.79M +499,800 +68%
RA
37
Royce & Associates
New York
$18.9M -$4.71M -301,858 -20%
AIU
38
Algebris Investments (UK)
United Kingdom
$17.9M +$6.72M +430,850 +60%
GF
39
Gabelli Funds
New York
$17.9M – – –
ClearBridge Investments
40
ClearBridge Investments
New York
$16.8M -$10M -643,150 -37%
Renaissance Technologies
41
Renaissance Technologies
New York
$16.2M -$8.59M -551,194 -35%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$16M -$504K -32,300 -3%
HI
43
Honeywell International
North Carolina
$15.8M +$1.56M +100,000 +11%
PC
44
PM Capital
Australia
$15.7M +$2.97M +190,500 +23%
DAM
45
Davis Asset Management
California
$15.6M +$15.6M +1,000,000 New
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$15.4M +$15.4M +988,450 +63,771%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$15.4M +$15.4M +985,000 New
LPL Financial
48
LPL Financial
California
$14.7M +$4.22M +273,235 +40%
AFG
49
American Financial Group
Ohio
$14.7M – – –
BG
50
BlackRock Group
United Kingdom
$14.2M -$1.29M -82,960 -8%
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