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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
101
American International Group
New York
$3.88M +$518K +22,310 +15%
RA
102
RiverPark Advisors
New York
$3.84M -$217K -9,330 -5%
William Blair & Company
103
William Blair & Company
Illinois
$3.59M +$638K +27,500 +22%
Brown Advisory
104
Brown Advisory
Maryland
$3.48M +$57K +2,454 +2%
RCM
105
Riverpark Capital Management
New York
$3.25M +$211K +9,100 +7%
CCA
106
Covey Capital Advisors
Georgia
$3.21M – – –
LDB
107
Lee, Danner & Bass
Tennessee
$3.16M +$102K +4,400 +3%
JAFL
108
Jay A. Fishman Ltd
Michigan
$2.96M -$3.35M -144,450 -53%
FAAS
109
First Allied Advisory Services
California
$2.91M +$459K +19,668 +19%
Truist Financial
110
Truist Financial
North Carolina
$2.73M +$2.73M +117,455 New
GCM
111
Gator Capital Management
Florida
$2.71M +$2.71M +117,126 New
PSI
112
Pinnacle Summer Investments
Virginia
$2.7M -$56M -110,586 -95%
Invesco
113
Invesco
Georgia
$2.52M -$726K -31,285 -22%
FWM
114
Focused Wealth Management
New York
$2.52M +$545K +23,482 +28%
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$2.5M +$2.5M +107,900 New
DnB Asset Management
116
DnB Asset Management
Norway
$2.45M -$102K -4,400 -4%
SWM
117
Segment Wealth Management
Texas
$2.41M +$121K +5,232 +5%
GJIC
118
Gamble Jones Investment Counsel
California
$2.33M +$360K +15,500 +18%
PPA
119
Parametric Portfolio Associates
Washington
$2.27M +$356K +15,319 +19%
EP
120
Elkhorn Partners
Nebraska
$2.24M +$399K +17,200 +22%
V
121
Veritable
Delaware
$2.24M -$12.1K -522 -0.5%
Citadel Advisors
122
Citadel Advisors
Florida
$2.22M -$4.61M -198,447 -68%
TA
123
Teton Advisors
New York
$2.11M – – –
SCM
124
Silver Capital Management
New York
$2.08M -$2.64M -113,984 -56%
IAA
125
Ironsides Asset Advisors
North Carolina
$2.01M +$6.78K +292 +0.3%
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5
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