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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 %
ZDA
101
Zweig-DiMenna Associates
New York
$4.5M +$1.22M +50,000 +37%
NFGCM
102
Norman Fields Gottscho Capital Management
New York
$4.5M +$175K +7,175 +4%
FCT
103
Family Capital Trust
Massachusetts
$4.46M -$58.1K -2,388 -1%
PCA
104
Private Capital Advisors
Connecticut
$4.29M +$4.29M +176,165 New
RJA
105
Raymond James & Associates
Florida
$4.25M +$2.15M +88,186 +102%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$4.1M +$4.1M +168,660 New
Mackenzie Financial
107
Mackenzie Financial
Ontario, Canada
$4.09M +$2.76M +113,620 +208%
GIM
108
Grassi Investment Management
California
$4.06M -$608 -25 -0%
RA
109
RiverPark Advisors
New York
$3.98M +$1.09M +44,752 +38%
V
110
Veritable
Delaware
$3.82M +$3.82M +157,009 New
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$3.65M +$1.21M +49,893 +50%
EC
112
EJF Capital
Virginia
$3.65M +$3.65M +150,000 New
UCFA
113
United Capital Financial Advisors
Texas
$3.35M +$1.61M +66,018 +92%
William Blair & Company
114
William Blair & Company
Illinois
$3.34M -$2.65M -108,771 -44%
CCA
115
Covey Capital Advisors
Georgia
$3.27M -$2.48M – –
AIG
116
American International Group
New York
$2.98M +$376K +15,439 +14%
PSI
117
Pinnacle Summer Investments
Virginia
$2.83M +$57.5K +2,362 +2%
Brown Advisory
118
Brown Advisory
Maryland
$2.68M +$2.28M +93,556 +566%
RCM
119
Riverpark Capital Management
New York
$2.68M +$2.68M +110,039 New
FCM
120
Fairholme Capital Management
Florida
$2.47M +$2.47M +101,500 New
Franklin Resources
121
Franklin Resources
California
$2.44M +$118K +4,845 +5%
AFG
122
American Financial Group
Ohio
$2.43M +$2.43M +100,000 New
DnB Asset Management
123
DnB Asset Management
Norway
$2.42M +$2.42M +99,366 New
PPA
124
Parametric Portfolio Associates
Washington
$2.38M +$68.3K +2,805 +3%
SWM
125
Segment Wealth Management
Texas
$2.26M +$139K +5,722 +7%
3 4
5
6 7