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KKR & Co
KKR

Overview Fund Activity

243 hedge funds and large institutions have $5.11B invested in KKR & Co in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+33
Holders Change %
+15.71%
% of All Funds
7.06%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
59
Increased
75
Reduced
64
Closed
23
Calls
$144M
Puts
$38.3M
Net Calls
+$106M
Net Calls Change
+$44.1M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$338M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$670M
3
Morgan Stanley
3
Morgan Stanley
New York
$605M
4
CS
4
Credit Suisse
Switzerland
$124M
5
LPLP
5
Lansdowne Partners Limited Partnership
United Kingdom
$43.8M

Top Sellers

1
IG
1
ING Group
Netherlands
$40.4M
2
CLG
2
Cooperman Leon G
$39.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.93M
4
PI
4
Putnam Investments
Massachusetts
$81.6M
5
BG
5
BlackRock Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$2.32M +$1.53M +62,976 +194%
Franklin Resources
102
Franklin Resources
California
$2.32M -$80.3K -3,300 -3%
BCM
103
Beck Capital Management
Texas
$2.3M +$2.3M +96,147 New
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$2.23M -$1.46M -60,000 -40%
TA
105
Teton Advisors
New York
$2.21M – – –
SWM
106
Segment Wealth Management
Texas
$2.07M +$103K +4,233 +5%
BGA
107
Belmont Global Advisors
Texas
$2.06M +$2.06M +84,750 New
NFC
108
Northeast Financial Consultants
Connecticut
$2.06M +$2.06M +84,575 New
GJIC
109
Gamble Jones Investment Counsel
California
$1.94M -$40.8K -1,674 -2%
USAA
110
United Services Automobile Association
Texas
$1.7M – – –
GCP
111
GSA Capital Partners
United Kingdom
$1.69M +$1.13M +46,563 +204%
RJA
112
Raymond James & Associates
Florida
$1.65M +$361K +14,825 +28%
UCFA
113
United Capital Financial Advisors
Texas
$1.62M +$209K +8,600 +15%
Brown Advisory
114
Brown Advisory
Maryland
$1.62M +$1.28M +52,800 +385%
RIL
115
Rothschild Investment LLC
Illinois
$1.61M -$70.6K -2,900 -4%
PPA
116
Parametric Portfolio Associates
Washington
$1.54M +$1.54M +63,365 New
GI
117
GLG Inc
New York
$1.52M – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.5M +$72.7K +2,990 +5%
HPBT
119
High Point Bank & Trust
North Carolina
$1.49M – – –
NCCM
120
Nine Chapters Capital Management
New Jersey
$1.47M +$1.47M +60,200 New
BP
121
Boston Provident
New Jersey
$1.46M -$62K -2,548 -4%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$1.42M +$1.12K +46 +0.1%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$1.37M -$51.1K -2,100 -4%
PA
124
Pinnacle Associates
New York
$1.32M +$96.4K +3,959 +8%
CCA
125
Catalyst Capital Advisors
New York
$1.31M -$151K -6,200 -10%
3 4
5
6 7