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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHC
51
Levy Harkins & Co
New York
$11.5M +$186K +8,010 +2%
WPEP
52
Walnut Private Equity Partners
Nebraska
$11.5M – – –
Legal & General Group
53
Legal & General Group
United Kingdom
$11.4M +$4.56M +196,554 +67%
ClearBridge Investments
54
ClearBridge Investments
New York
$11.3M – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$11.1M -$1.73M -74,538 -14%
Ameriprise
56
Ameriprise
Minnesota
$10.8M +$8.18M +352,650 +310%
MCM
57
McKinley Capital Management
Alaska
$10.6M -$7.89M -339,796 -43%
MGAM
58
McGowan Group Asset Management
Texas
$10.5M +$10.5M +450,344 New
TFMS
59
Trust & Fiduciary Management Services
Massachusetts
$10.2M -$347K -14,962 -3%
MG
60
Markel Group
Virginia
$10.1M +$836K +36,000 +9%
AFG
61
American Financial Group
Ohio
$9.28M +$6.96M +300,000 +300%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$9.26M -$19.5M -841,346 -68%
Renaissance Technologies
63
Renaissance Technologies
New York
$9.18M -$16.3M -701,200 -64%
LCS
64
Levin Capital Strategies
New York
$9.13M – – –
RC
65
Randolph Company
Ohio
$8.7M +$8.7M +374,775 New
Allianz Asset Management
66
Allianz Asset Management
Germany
$8.65M – – –
AF
67
Ally Financial
Michigan
$8.47M +$3.13M +135,000 +59%
GI
68
GAMCO Investors
Connecticut
$8.43M – – –
KIA
69
King Investment Advisors
Texas
$7.84M -$59.5K -2,565 -0.8%
OC
70
Oppenheimer & Co
New York
$7.36M +$163K +7,013 +2%
MPM
71
Meritage Portfolio Management
Kansas
$6.98M +$163K +7,032 +2%
AIU
72
Algebris Investments (UK)
United Kingdom
$6.79M +$905K +39,000 +15%
GIM
73
Grassi Investment Management
California
$6.33M +$178K +7,675 +3%
PWP
74
Private Wealth Partners
California
$6.22M +$963K +41,470 +18%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$6.09M +$1.52M +65,700 +33%
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