KKR & Co
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.
78% more call options, than puts
Call options by funds: $108M | Put options by funds: $60.6M
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
7% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 117
2.22% less ownership
Funds ownership: 61.35% → 59.12% (-2.2%)
4% less funds holding
Funds holding: 329 → 317 (-12)
7% less capital invested
Capital invested by funds: $4.58B → $4.24B (-$343M)
22% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$118M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$106M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$42.2M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$38.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$118M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
-$76.1M |
| 3 |
Citigroup
New York
|
-$63M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$42.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.8M |
KKR Hedge Fund Activity: Q4 2015 in Review
317 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2015, worth a combined $4.24B — down 7.5% from $4.58B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of KKR and 39 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 109 added.
The largest buyer was Putnam Investments, adding an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $118M.
- 317 institutional investors held KKR & Co (KKR) as of Q4 2015, down from 329 in Q3 2015.
- Funds reported $4.24B of KKR & Co stock for Q4 2015, down 7.5% quarter-over-quarter.
- 39 funds opened new KKR & Co positions in Q4 2015 and 50 closed out, a net change of -11 holders.
- The largest KKR & Co buyer in Q4 2015 was Putnam Investments, an estimated $118M added.
- The largest KKR & Co seller in Q4 2015 was Morgan Stanley, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2015.