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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
76
GAMCO Investors
Connecticut
$8.84M – – –
MG
77
Markel Group
Virginia
$8.71M +$852K +35,000 +11%
LPL Financial
78
LPL Financial
California
$8.58M +$3.82M +156,903 +80%
JAM
79
Jupiter Asset Management
United Kingdom
$8.52M -$6.08M -250,000 -42%
KIA
80
King Investment Advisors
Texas
$8.36M -$129K -5,309 -2%
JAFL
81
Jay A. Fishman Ltd
Michigan
$7.82M +$1.6M +65,750 +26%
MPM
82
Meritage Portfolio Management
Kansas
$7.09M +$1.6M +65,729 +29%
PCM
83
Palisade Capital Management
New Jersey
$6.91M +$6.91M +284,106 New
SAM
84
Shikiar Asset Management
New York
$6.57M +$6.57M +269,820 New
GIM
85
Greenwich Investment Management
Connecticut
$6.47M -$126K -5,182 -2%
Legal & General Group
86
Legal & General Group
United Kingdom
$6.27M +$826K +33,924 +15%
WMSA
87
Weiss Multi-Strategy Advisers
New York
$6.08M – – –
Alyeska Investment Group
88
Alyeska Investment Group
Illinois
$6M -$1.24M -50,788 -17%
CCM
89
Chickasaw Capital Management
Tennessee
$5.69M -$7.54K -310 -0.1%
WA
90
Whitebox Advisors
Minnesota
$5.68M +$5.68M +233,633 New
AF
91
Ally Financial
Michigan
$5.6M +$2.07M +85,000 +59%
CL
92
CFS LLC
Oklahoma
$5.37M +$499K +20,500 +10%
PWP
93
Private Wealth Partners
California
$5.36M +$313K +12,850 +6%
SCM
94
Silver Capital Management
New York
$5.34M +$2.48M +101,837 +87%
RO
95
Reservoir Operations
New York
$5.21M +$5.21M +214,098 New
SI
96
Stephens Inc
Arkansas
$5.02M +$491K +20,161 +11%
HAI
97
Hennessy Advisors Inc
California
$4.99M +$4.99M +205,000 New
AIU
98
Algebris Investments (UK)
United Kingdom
$4.96M +$131K +5,400 +3%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$4.8M +$1.02M +41,768 +27%
Invesco
100
Invesco
Georgia
$4.74M -$7.84M -322,388 -62%
2 3
4
5 6