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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 %
BP
101
Boston Provident
New Jersey
$1.28M -$1.26M -61,000 -49%
GI
102
GLG Inc
New York
$1.28M – – –
HPBT
103
High Point Bank & Trust
North Carolina
$1.26M – – –
DC
104
Deere & Company
Illinois
$1.25M +$118K +5,749 +10%
CCA
105
Catalyst Capital Advisors
New York
$1.24M -$357K -17,350 -22%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.21M +$826K +40,140 +218%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$1.2M +$1.93K +94 +0.2%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$1.2M -$9.67K -470 -0.8%
UCFA
109
United Capital Financial Advisors
Texas
$1.19M +$528K +25,675 +80%
MWNA
110
Marshall Wace North America
New York
$1.09M +$731K +35,503 +201%
RJA
111
Raymond James & Associates
Florida
$1.09M +$147K +7,122 +16%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$1.06M +$588K +28,542 +124%
VFS
113
VSR Financial Services
Kansas
$1.05M -$58.1K -2,822 -5%
PA
114
Pinnacle Associates
New York
$1.04M +$90.5K +4,400 +10%
ICAS
115
Investors Capital Advisory Services
Massachusetts
$1.01M +$279K +13,550 +38%
FCI
116
Financial Counselors Inc
Kansas
$986K +$986K +47,900 New
SM
117
Seminole Management
New York
$980K – – –
TAM
118
Tocqueville Asset Management
New York
$979K -$195K -9,495 -17%
RFC
119
Russell Frank Company
Washington
$951K -$97.5K -4,735 -9%
LIM
120
Leavell Investment Management
Alabama
$946K +$339K +16,490 +56%
Axa
121
Axa
France
$930K – – –
BIC
122
Beach Investment Counsel
Pennsylvania
$926K – – –
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$922K +$5.97K +290 +0.7%
CWM
124
Concert Wealth Management
California
$858K +$858K +41,589 New
PAI
125
Pittenger & Anderson Inc
Nebraska
$850K +$105K +5,085 +14%
3 4
5
6 7