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KKR & Co
KKR

Overview Fund Activity

341 hedge funds and large institutions have $6B invested in KKR & Co in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+20
Holders Change %
+6.23%
% of All Funds
9.2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
38
Increased
126
Reduced
99
Closed
16
Calls
$112M
Puts
$107M
Net Calls
+$5.75M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
IG
2
ING Group
Netherlands
$246M
3
Deutsche Bank
3
Deutsche Bank
Germany
$250M
4
Citigroup
4
Citigroup
New York
$199M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$49.6M

Top Sellers

1
LPVHS
1
Lexington Partners VI Holdings Sub
New York
$309M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$39.6M
3
OA
3
Omega Advisors
New York
$60.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$12.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$908M
Name Holding Trade Value Shares
Change 		Shares
Change %
VLKIM
51
Van Lanschot Kempen Investment Management
Netherlands
$18.4M – – –
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$17.8M +$9.56M +418,503 +116%
LPL Financial
53
LPL Financial
California
$16.7M -$507K -21,917 -3%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$16.5M +$4.81M +210,500 +41%
BA
55
BlackRock Advisors
Delaware
$16.2M +$3.27M +142,900 +25%
PGH
56
Partners Group Holding
Switzerland
$15.3M +$1.51M +66,000 +11%
BG
57
BlackRock Group
United Kingdom
$13.4M +$9.71M +425,113 +266%
SG Americas Securities
58
SG Americas Securities
New York
$12.9M -$30.4M -1,330,227 -70%
Ameriprise
59
Ameriprise
Minnesota
$12.4M +$847K +37,061 +7%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$12.1M +$12.1M +527,609 New
LHC
61
Levy Harkins & Co
New York
$11.8M +$11.8M +517,742 New
Legal & General Group
62
Legal & General Group
United Kingdom
$11.7M +$1.44M +62,919 +14%
GEM
63
Global Endowment Management
North Carolina
$11.6M +$3.15M +137,800 +37%
MG
64
Markel Group
Virginia
$11.4M +$685K +30,000 +6%
WPEP
65
Walnut Private Equity Partners
Nebraska
$11.3M – – –
PC
66
PM Capital
Australia
$11.2M +$11.2M +490,000 New
AIU
67
Algebris Investments (UK)
United Kingdom
$11.1M +$6.25M +273,664 +129%
MGAM
68
McGowan Group Asset Management
Texas
$10.6M +$983 +43 +0%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$10.5M -$902K -39,473 -8%
TFMS
70
Trust & Fiduciary Management Services
Massachusetts
$10.3M +$327K +14,300 +3%
PWP
71
Private Wealth Partners
California
$9.92M +$3.01M +131,760 +44%
AAM
72
Aureus Asset Management
Massachusetts
$9.59M +$9.59M +419,690 New
BIM
73
BlackRock Investment Management
Delaware
$9.4M +$1.38M +60,418 +17%
MCM
74
McKinley Capital Management
Alaska
$9.34M -$967K -42,312 -9%
AFG
75
American Financial Group
Ohio
$9.14M – – –
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3
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