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KKR & Co
KKR

Overview Fund Activity

243 hedge funds and large institutions have $5.11B invested in KKR & Co in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+33
Holders Change %
+15.71%
% of All Funds
7.06%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
59
Increased
75
Reduced
64
Closed
23
Calls
$144M
Puts
$38.3M
Net Calls
+$106M
Net Calls Change
+$44.1M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$338M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$670M
3
Morgan Stanley
3
Morgan Stanley
New York
$605M
4
CS
4
Credit Suisse
Switzerland
$124M
5
LPLP
5
Lansdowne Partners Limited Partnership
United Kingdom
$43.8M

Top Sellers

1
IG
1
ING Group
Netherlands
$40.4M
2
CLG
2
Cooperman Leon G
$39.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.93M
4
PI
4
Putnam Investments
Massachusetts
$81.6M
5
BG
5
BlackRock Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$1.25M +$1.25M +51,146 New
TAM
127
Tocqueville Asset Management
New York
$1.23M +$76.8K +3,155 +7%
LIM
128
Leavell Investment Management
Alabama
$1.17M +$49.3K +2,025 +4%
FCI
129
Financial Counselors Inc
Kansas
$1.17M – – –
SM
130
Seminole Management
New York
$1.16M – – –
HSBC Holdings
131
HSBC Holdings
United Kingdom
$1.15M -$109K -4,459 -9%
PAI
132
Pittenger & Anderson Inc
Nebraska
$1.15M +$141K +5,775 +14%
VFS
133
VSR Financial Services
Kansas
$1.12M -$123K -5,045 -10%
Axa
134
Axa
France
$1.1M – – –
BIC
135
Beach Investment Counsel
Pennsylvania
$1.1M – – –
CWM
136
Concert Wealth Management
California
$1.09M +$76.1K +3,131 +8%
BCMU
137
BlueCrest Capital Management (UK)
Guernsey
$1.08M +$1.08M +44,374 New
AIU
138
Algebris Investments (UK)
United Kingdom
$1.07M -$2.28M -93,500 -68%
WA
139
WFG Advisors
Texas
$1.06M +$175K +7,178 +20%
Ameriprise
140
Ameriprise
Minnesota
$1.04M +$231K +9,485 +29%
MVP
141
Miller Value Partners
Florida
$996K – – –
HighTower Advisors
142
HighTower Advisors
Illinois
$937K +$308K +12,676 +49%
CCS
143
Crosspoint Capital Strategies
California
$920K +$920K +38,145 New
Northern Trust
144
Northern Trust
Illinois
$851K +$192K +7,870 +29%
VKH
145
Virtu KCG Holdings
New York
$843K +$252K +10,372 +43%
KeyBank National Association
146
KeyBank National Association
Ohio
$832K +$513K +21,100 +161%
Jane Street
147
Jane Street
New York
$828K +$522K +21,447 +171%
JIP
148
Jaffetilchin Investment Partners
Florida
$817K +$817K +33,573 New
US Bancorp
149
US Bancorp
Minnesota
$814K – – –
MCTIC
150
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$809K +$52.8K +2,170 +7%
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6
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