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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$3.05M +$6.7K +430 +0.2%
UCFA
102
United Capital Financial Advisors
Texas
$2.98M -$1.08M -69,183 -27%
JWM
103
Jackson Wealth Management
Florida
$2.91M +$84.1K +6,209 +3%
PCM
104
Palisade Capital Management
New Jersey
$2.9M -$66.3K -4,255 -2%
Millennium Management
105
Millennium Management
New York
$2.79M -$2.81M -180,369 -50%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$2.72M +$2.72M +174,523 New
Citadel Advisors
107
Citadel Advisors
Florida
$2.61M +$1.71M +109,884 +191%
DnB Asset Management
108
DnB Asset Management
Norway
$2.52M +$504K +32,300 +25%
TFMS
109
Trust & Fiduciary Management Services
Massachusetts
$2.44M -$2.61M -167,246 -52%
NSIM
110
North Star Investment Management
Illinois
$2.3M +$507K +32,490 +28%
WA
111
Wasatch Advisors
Utah
$2.28M -$856K -54,900 -27%
Walleye Trading
112
Walleye Trading
New York
$2.2M +$1.3M +83,672 +145%
CCA
113
Covey Capital Advisors
Georgia
$2.12M -$15.6K -1,000 -0.7%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$1.9M +$96.2K +6,165 +5%
GCIA
115
Gabelli & Co Investment Advisers
New York
$1.88M +$1.88M +120,410 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$1.82M -$32.9M -2,108,052 -95%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$1.82M +$161K +10,362 +10%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$1.81M +$1.4M +89,805 +341%
EP
119
Elkhorn Partners
Nebraska
$1.74M +$142K +9,100 +9%
Invesco
120
Invesco
Georgia
$1.73M -$1.73M -111,204 -50%
Stifel Financial
121
Stifel Financial
Missouri
$1.71M -$23K -1,477 -1%
PAG
122
Private Advisor Group
New Jersey
$1.69M -$92K -5,900 -5%
AIG
123
American International Group
New York
$1.68M -$520K -33,378 -24%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.68M +$1.43M +91,937 +592%
WA
125
WFG Advisors
Texas
$1.67M -$1.2M -77,283 -42%
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5
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