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KKR & Co
KKR

Overview Fund Activity

210 hedge funds and large institutions have $4.05B invested in KKR & Co in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
6.81%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.45%
New
20
Increased
80
Reduced
68
Closed
14
Calls
$84.8M
Puts
$23M
Net Calls
+$61.8M
Net Calls Change
-$6.82M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$62.5M
2
EAM
2
Edge Asset Management
Washington
$80.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$442M
4
FPP
4
Findlay Park Partners
United Kingdom
$84.4M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$32.5M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$39.6M
2
IG
2
ING Group
Netherlands
$181M
3
CIC
3
Chilton Investment Company
Connecticut
$44.5M
4
LPLP
4
Lansdowne Partners Limited Partnership
United Kingdom
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$3.85M +$352K +17,126 +10%
NFGCM
77
Norman Fields Gottscho Capital Management
New York
$3.76M +$9.26K +450 +0.2%
Calamos Advisors
78
Calamos Advisors
Illinois
$3.74M +$1.68M +81,630 +81%
FCT
79
Family Capital Trust
Massachusetts
$3.54M +$1.48M +72,023 +72%
GIM
80
Grassi Investment Management
California
$3.33M +$41.2K +2,000 +1%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$3.12M -$412K -20,000 -12%
RA
82
RiverPark Advisors
New York
$3.03M -$533K -25,926 -15%
SC
83
Scotia Capital
Ontario, Canada
$2.99M +$123K +5,980 +4%
SI
84
Stephens Inc
Arkansas
$2.84M +$646K +31,381 +29%
AIU
85
Algebris Investments (UK)
United Kingdom
$2.83M +$1.65M +80,200 +140%
LPL Financial
86
LPL Financial
California
$2.81M +$824K +39,632 +42%
SCM
87
Silver Capital Management
New York
$2.56M -$21.4K -1,040 -0.8%
AIM
88
Assured Investment Management
New York
$2.46M – – –
PSI
89
Pinnacle Summer Investments
Virginia
$2.37M +$2.37M +115,000 New
WA
90
Whitebox Advisors
Minnesota
$2.23M +$1.13M +55,035 +103%
AF
91
Ally Financial
Michigan
$2.18M +$2.18M +105,700 New
Franklin Resources
92
Franklin Resources
California
$2.03M -$61.7K -3,000 -3%
TA
93
Teton Advisors
New York
$1.87M – – –
AAMU
94
Amundi Asset Management US
Massachusetts
$1.72M -$2.7M -131,367 -61%
GJIC
95
Gamble Jones Investment Counsel
California
$1.67M +$734K +35,670 +78%
SWM
96
Segment Wealth Management
Texas
$1.66M +$78.1K +3,797 +5%
DnB Asset Management
97
DnB Asset Management
Norway
$1.61M -$20.6K -1,000 -1%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$1.55M -$70.3K -3,414 -4%
USAA
99
United Services Automobile Association
Texas
$1.44M +$1.44M +70,000 New
RIL
100
Rothschild Investment LLC
Illinois
$1.42M -$35K -1,700 -2%
2 3
4
5 6