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KKR & Co
KKR

Overview Fund Activity

253 hedge funds and large institutions have $5.26B invested in KKR & Co in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
7.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
32
Increased
97
Reduced
74
Closed
18
Calls
$41.3M
Puts
$49.2M
Net Calls
-$7.81M
Net Calls Change
-$114M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$667M
2
Deutsche Bank
2
Deutsche Bank
Germany
$239M
3
Select Equity Group
3
Select Equity Group
New York
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$76.6M
5
CS
5
Credit Suisse
Switzerland
$150M

Top Sellers

1
CLG
1
Cooperman Leon G
$0
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$286M
3
Bank of America
3
Bank of America
North Carolina
$48.9M
4
WRF
4
Waddell & Reed Financial
Kansas
$309M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$13M +$6.06M +265,200 +87%
LHC
52
Levy Harkins & Co
New York
$12.9M -$201K -8,820 -2%
Invesco
53
Invesco
Georgia
$11.8M +$5.15M +225,426 +77%
AAMU
54
Amundi Asset Management US
Massachusetts
$11.7M +$6.31M +276,329 +117%
LCS
55
Levin Capital Strategies
New York
$11.2M – – –
JRP
56
Jasper Ridge Partners
California
$11.1M – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$10.9M +$7.05M +308,569 +182%
ACP
58
Arrowgrass Capital Partners
United Kingdom
$10.3M +$10.3M +450,000 New
PMAM
59
Picton Mahoney Asset Management
Ontario, Canada
$10.1M -$3.35M -146,600 -25%
CPC
60
Cookson Peirce & Co
Pennsylvania
$9.43M -$271K -11,850 -3%
ECA
61
Endeavour Capital Advisors
Connecticut
$9.31M +$9.31M +407,727 New
NAM
62
North American Management
Massachusetts
$9.19M -$70.8K -3,100 -0.8%
WPEP
63
Walnut Private Equity Partners
Nebraska
$9.02M – – –
ClearBridge Investments
64
ClearBridge Investments
New York
$8.63M +$8.57M +375,000 +12,500%
OC
65
Oppenheimer & Co
New York
$8.63M -$354K -15,513 -4%
GI
66
GAMCO Investors
Connecticut
$8.3M – – –
CBOA
67
Commonwealth Bank of Australia
Australia
$8.24M +$1.04M +45,638 +14%
SG Americas Securities
68
SG Americas Securities
New York
$8.11M -$2.71M -118,535 -25%
KIA
69
King Investment Advisors
Texas
$7.97M -$78.2K -3,425 -1%
BTS
70
BB&T Securities
Virginia
$7.79M +$5.29M +23,179 +212%
MG
71
Markel Group
Virginia
$7.38M +$754K +33,000 +11%
TFMS
72
Trust & Fiduciary Management Services
Massachusetts
$7.3M +$845K +36,979 +13%
Alyeska Investment Group
73
Alyeska Investment Group
Illinois
$6.79M -$2.99M -130,992 -31%
SRCM
74
Swift Run Capital Management
Virginia
$6.63M +$4.27M +186,800 +181%
ZIG
75
Zuckerman Investment Group
Illinois
$6.36M -$4.45M -194,735 -41%
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