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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
2
TIM
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
Citigroup
New York
$204M
4
CS
Credit Suisse
Switzerland
$309M
5
Bank of America
Bank of America
North Carolina
$188M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
Select Equity Group
New York
$60.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
51
Ranger International Management
Illinois
$13.6M +$13.6M +560,395 New
LHC
52
Levy Harkins & Co
New York
$13.5M -$169K -6,943 -1%
State Street
53
State Street
Massachusetts
$13.4M +$13.4M +552,214 New
Toronto Dominion Bank
54
Toronto Dominion Bank
Ontario, Canada
$12.8M -$1.05M -43,100 -8%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$12.4M +$805K +33,089 +7%
LCS
56
Levin Capital Strategies
New York
$11.9M – – –
JRP
57
Jasper Ridge Partners
California
$11.9M – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$11.6M +$5.34M +219,590 +86%
RFC
59
Russell Frank Company
Washington
$10.8M +$9.84M +404,528 +1,056%
Allianz Asset Management
60
Allianz Asset Management
Germany
$10.6M -$6.25M -257,070 -37%
WPEP
61
Walnut Private Equity Partners
Nebraska
$10.4M +$1.03M +43,350 +11%
HI
62
Honeywell International
North Carolina
$10.2M +$10.2M +418,400 New
SG Americas Securities
63
SG Americas Securities
New York
$10.2M +$1.54M +63,347 +18%
Barclays
64
Barclays
United Kingdom
$9.88M -$8.18M -340,767 -45%
NAM
65
North American Management
Massachusetts
$9.79M +$5.35K +220 +0.1%
AIA
66
Avalon Investment & Advisory
Texas
$9.73M +$9.73M +399,982 New
BTS
67
BB&T Securities
Virginia
$9.61M +$1.31M +5,386 +16%
TFMS
68
Trust & Fiduciary Management Services
Massachusetts
$9.43M +$1.65M +67,912 +21%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$9.42M +$6.27M +257,790 +199%
SC
70
Selz Capital
New York
$9.24M +$9.24M +379,950 New
ClearBridge Investments
71
ClearBridge Investments
New York
$9.2M – – –
ST
72
Spot Trading
Illinois
$9.16M +$7.05M +289,571 +332%
OC
73
Oppenheimer & Co
New York
$9.13M -$63.6K -2,614 -0.7%
AAMU
74
Amundi Asset Management US
Massachusetts
$9.1M -$3.36M -137,926 -27%
SRCM
75
Swift Run Capital Management
Virginia
$8.93M +$1.87M +76,698 +26%
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