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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
76
Grassi Investment Management
California
$5M +$515K +33,006 +11%
OC
77
Oppenheimer & Co
New York
$4.99M +$741K +47,522 +17%
BIM
78
BlackRock Investment Management
Delaware
$4.86M -$1.16M -74,591 -19%
Ameriprise
79
Ameriprise
Minnesota
$4.77M -$38.1M -2,443,343 -89%
11A
80
10-15 Associates
New York
$4.73M +$354K +22,704 +8%
Pzena Investment Management
81
Pzena Investment Management
New York
$4.5M +$4.5M +288,472 New
SI
82
Stephens Inc
Arkansas
$4.08M -$870K -55,786 -18%
MLM
83
Mount Lucas Management
Pennsylvania
$3.96M +$3.96M +253,800 New
PG
84
PEAK6 Group
Illinois
$3.94M -$7.52M -482,437 -66%
OA
85
Oxbow Advisors
Texas
$3.91M -$256K -16,460 -6%
AF
86
Ally Financial
Michigan
$3.9M – – –
JRP
87
Jasper Ridge Partners
California
$3.8M – – –
GI
88
GAMCO Investors
Connecticut
$3.79M -$1.91M -122,410 -33%
MPM
89
Meritage Portfolio Management
Kansas
$3.67M -$758K -48,633 -17%
SCM
90
SOL Capital Management
Maryland
$3.67M +$1.7M +109,000 +86%
Franklin Resources
91
Franklin Resources
California
$3.61M +$1.95M +125,000 +118%
Parallax Volatility Advisers
92
Parallax Volatility Advisers
California
$3.42M -$1.55M -99,519 -31%
SC
93
Scotia Capital
Ontario, Canada
$3.4M – – –
RO
94
Reservoir Operations
New York
$3.34M – – –
Group One Trading
95
Group One Trading
Illinois
$3.33M -$246K -15,758 -7%
LHC
96
Levy Harkins & Co
New York
$3.32M -$4.63M -297,227 -58%
CCM
97
Chickasaw Capital Management
Tennessee
$3.31M – – –
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$3.19M +$482K +30,925 +18%
RJA
99
Raymond James & Associates
Florida
$3.12M -$1.19M -76,377 -28%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.11M -$3.58M -229,375 -53%
2 3
4
5 6