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KKR & Co
KKR

204 hedge funds and large institutions have $3.89B invested in KKR & Co in 2013 Q2 according to their latest regulatory filings, with 204 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $86.4M | Put options by funds: $17.8M

75.38% more ownership

Funds ownership: 0% → 75.38% (+75%)

Holders
204
Holders Change
+204
Holders Change %
–
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
+15
Holding in Top 10 Change %
% of All Funds
0.49%
New
204
Increased
–
Reduced
–
Closed
–
Calls
$86.4M
Puts
$17.8M
Net Calls
+$68.6M
Net Calls Change
+$68.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
WFG Advisors
Texas
$781K +$788K +39,708 New
US Bancorp
127
US Bancorp
Minnesota
$722K +$729K +36,725 New
PAI
128
Pittenger & Anderson Inc
Nebraska
$712K +$719K +36,215 New
CWM
129
Concert Wealth Management
California
$704K – – –
ICAS
130
Investors Capital Advisory Services
Massachusetts
$696K +$703K +35,435 New
PMG
131
ProVise Management Group
Florida
$678K +$685K +34,500 New
UCFA
132
United Capital Financial Advisors
Texas
$634K +$640K +32,250 New
RL
133
Ruffer LLP
United Kingdom
$625K +$631K +31,800 New
I2I
134
Insight 2811 Inc
Illinois
$619K +$625K +31,500 New
CMANY
135
Capital Management Associates (New York)
New York
$617K +$623K +31,400 New
MCTIC
136
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$592K +$598K +30,105 New
WT
137
Whittier Trust
California
$590K +$596K +30,000 New
LIM
138
Leavell Investment Management
Alabama
$580K +$586K +29,500 New
Northern Trust
139
Northern Trust
Illinois
$537K +$542K +27,325 New
NCCM
140
Nine Chapters Capital Management
New Jersey
$521K +$526K +26,500 New
TFA
141
Transamerica Financial Advisors
Florida
$508K +$512K +25,807 New
ST
142
Smithfield Trust
Pennsylvania
$492K +$497K +25,060 New
NPC
143
National Planning Corporation
California
$474K +$475K +23,926 New
Geode Capital Management
144
Geode Capital Management
Massachusetts
$458K +$462K +23,277 New
HSBC Holdings
145
HSBC Holdings
United Kingdom
$454K +$458K +23,095 New
Ameriprise
146
Ameriprise
Minnesota
$433K +$437K +22,001 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$417K +$421K +21,200 New
FAAS
148
First Allied Advisory Services
California
$413K +$413K +20,820 New
CCM
149
Coldstream Capital Management
Washington
$393K +$397K +20,000 New
SAM
150
Silvercrest Asset Management
New York
$393K +$397K +20,000 New
4 5
6
7 8

KKR Hedge Fund Activity: Q2 2013 in Review

204 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2013, worth a combined $3.89B.

Buyers outnumbered sellers: 204 funds opened new KKR positions and 0 closed out — a net gain of 204 holders — while 0 added to existing stakes and 0 trimmed.

  • 204 institutional investors held KKR & Co (KKR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.89B of KKR & Co stock for Q2 2013.
  • 204 funds opened new KKR & Co positions in Q2 2013 and 0 closed out, a net change of +204 holders.

Based on aggregated 13F filings for Q2 2013.