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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 %
RA
101
RiverPark Advisors
New York
$2.72M +$31.1K +1,362 +1%
SCM
102
Silver Capital Management
New York
$2.69M -$155K -6,800 -5%
PSI
103
Pinnacle Summer Investments
Virginia
$2.6M +$23.2K +1,015 +0.9%
CCA
104
Covey Capital Advisors
Georgia
$2.48M -$2.4M -98,580 Closed
AIG
105
American International Group
New York
$2.45M +$270K +11,810 +12%
Calamos Advisors
106
Calamos Advisors
Illinois
$2.37M +$75.1K +3,289 +3%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$2.29M +$76.8K +3,365 +3%
BCM
108
Beck Capital Management
Texas
$2.22M -$27.4K -1,172 -1%
Franklin Resources
109
Franklin Resources
California
$2.18M – – –
PPA
110
Parametric Portfolio Associates
Washington
$2.17M +$723K +31,643 +50%
TA
111
Teton Advisors
New York
$2.08M – – –
SWM
112
Segment Wealth Management
Texas
$1.99M +$53.1K +2,325 +3%
ST
113
Spot Trading
Illinois
$1.99M +$1.93M +84,439 +3,179%
RJA
114
Raymond James & Associates
Florida
$1.98M +$429K +18,794 +28%
NFC
115
Northeast Financial Consultants
Connecticut
$1.89M -$45.7K -2,000 -2%
GJIC
116
Gamble Jones Investment Counsel
California
$1.88M +$64.1K +2,806 +4%
BGA
117
Belmont Global Advisors
Texas
$1.78M -$159K -6,950 -8%
WA
118
WFG Advisors
Texas
$1.76M +$771K +33,741 +78%
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$1.75M -$343K -15,000 -16%
Westfield Capital Management
120
Westfield Capital Management
Massachusetts
$1.72M +$1.72M +75,280 New
UCFA
121
United Capital Financial Advisors
Texas
$1.64M +$119K +5,200 +8%
USAA
122
United Services Automobile Association
Texas
$1.6M – – –
RIL
123
Rothschild Investment LLC
Illinois
$1.5M -$4K -175 -0.3%
HPBT
124
High Point Bank & Trust
North Carolina
$1.39M – – –
GL
125
GLG LLC
New York
$1.36M +$1.36M +59,682 New
3 4
5
6 7