KKR icon

KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
ING Group
Netherlands
$81.3M
2
Citigroup
Citigroup
New York
$208M
3
PCM
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$0
2
LPVHS
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
TCW Group
California
$1.72M
4
Morgan Stanley
Morgan Stanley
New York
$698M
5
CS
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
51
Zuckerman Investment Group
Illinois
$14.2M +$1.47M +66,090 +12%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$13.5M +$2.87M +128,640 +27%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$12.3M -$12.8M -575,036 -51%
WMSA
54
Weiss Multi-Strategy Advisers
New York
$12.3M +$6.69M +300,000 +120%
Toronto Dominion Bank
55
Toronto Dominion Bank
Ontario, Canada
$11.7M – – –
SG Americas Securities
56
SG Americas Securities
New York
$11.6M +$2.23M +99,823 +24%
WPEP
57
Walnut Private Equity Partners
Nebraska
$11M +$1.23M +55,000 +13%
ClearBridge Investments
58
ClearBridge Investments
New York
$10.9M +$2.46M +110,400 +29%
JRP
59
Jasper Ridge Partners
California
$10.9M – – –
LHC
60
Levy Harkins & Co
New York
$10.8M -$1.58M -71,015 -13%
Barclays
61
Barclays
United Kingdom
$10.5M +$1.43M +64,775 +16%
TFMS
62
Trust & Fiduciary Management Services
Massachusetts
$10.1M +$1.45M +65,206 +17%
LPL Financial
63
LPL Financial
California
$9.85M +$2.21M +102,048 +29%
MG
64
Markel Group
Virginia
$8.9M +$914K +41,000 +11%
LCS
65
Levin Capital Strategies
New York
$8.78M -$2.17M -97,150 -20%
BTS
66
BB&T Securities
Virginia
$8.57M -$239K -1,071 -3%
AAMU
67
Amundi Asset Management US
Massachusetts
$8.34M – – –
Allianz Asset Management
68
Allianz Asset Management
Germany
$8.31M -$1.43M -64,235 -15%
SRCM
69
Swift Run Capital Management
Virginia
$8.14M -$39.4K -1,769 -0.5%
GI
70
GAMCO Investors
Connecticut
$8.1M -$6.69K -300 -0.1%
RFC
71
Russell Frank Company
Washington
$7.74M -$2.14M -95,890 -22%
KIA
72
King Investment Advisors
Texas
$7.59M -$71K -3,185 -0.9%
EC
73
EJF Capital
Virginia
$7.14M +$3.79M +170,000 +113%
OC
74
Oppenheimer & Co
New York
$6.91M -$1.46M -65,329 -17%
Citadel Advisors
75
Citadel Advisors
Florida
$6.56M +$5.77M +258,658 +733%
1 2
3
4 5