KKR icon

KKR & Co
KKR

Overview Fund Activity

253 hedge funds and large institutions have $5.26B invested in KKR & Co in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
7.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
32
Increased
97
Reduced
74
Closed
18
Calls
$41.3M
Puts
$49.2M
Net Calls
-$7.81M
Net Calls Change
-$114M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$667M
2
Deutsche Bank
2
Deutsche Bank
Germany
$239M
3
Select Equity Group
3
Select Equity Group
New York
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$76.6M
5
CS
5
Credit Suisse
Switzerland
$150M

Top Sellers

1
CLG
1
Cooperman Leon G
$0
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$286M
3
Bank of America
3
Bank of America
North Carolina
$48.9M
4
WRF
4
Waddell & Reed Financial
Kansas
$309M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
76
Greenwich Investment Management
Connecticut
$6.2M +$157K +6,878 +3%
JAFL
77
Jay A. Fishman Ltd
Michigan
$5.84M +$411K +18,000 +8%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$5.83M +$4.42M +193,740 +315%
WMSA
79
Weiss Multi-Strategy Advisers
New York
$5.71M +$1.14M +50,000 +25%
William Blair & Company
80
William Blair & Company
Illinois
$5.62M +$1.57M +68,575 +39%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$5.36M +$1.25M +54,592 +30%
CCM
82
Chickasaw Capital Management
Tennessee
$5.35M -$142K -6,220 -3%
MPM
83
Meritage Portfolio Management
Kansas
$5.15M +$141K +6,165 +3%
Legal & General Group
84
Legal & General Group
United Kingdom
$5.11M +$221K +9,681 +5%
PWP
85
Private Wealth Partners
California
$4.74M +$7.77K +340 +0.2%
HK
86
Horizon Kinetics
New York
$4.74M +$59K +2,582 +1%
LWCA
87
Locust Wood Capital Advisers
New York
$4.69M -$1.09M -47,555 -19%
CL
88
CFS LLC
Oklahoma
$4.58M +$352K +15,400 +8%
AIU
89
Algebris Investments (UK)
United Kingdom
$4.53M +$3.53M +154,700 +353%
LPL Financial
90
LPL Financial
California
$4.47M +$764K +33,455 +21%
SI
91
Stephens Inc
Arkansas
$4.25M +$791K +34,628 +23%
FCT
92
Family Capital Trust
Massachusetts
$4.24M -$3.43K -150 -0.1%
BPC
93
Banque Pictet & Cie
Switzerland
$4.1M +$3.87M +169,410 +1,663%
NFGCM
94
Norman Fields Gottscho Capital Management
New York
$4.06M -$160K -7,000 -4%
GIM
95
Grassi Investment Management
California
$3.81M -$25.7K -1,125 -0.7%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$3.55M +$1.24M +54,289 +54%
AF
97
Ally Financial
Michigan
$3.31M +$3.31M +145,000 New
ZDA
98
Zweig-DiMenna Associates
New York
$3.08M -$9M -394,021 -74%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$2.96M -$5.64M -246,819 -66%
DC
100
Deere & Company
Illinois
$2.76M +$19.4K +849 +0.7%
2 3
4
5 6