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KKR & Co
KKR

Overview Fund Activity

253 hedge funds and large institutions have $5.26B invested in KKR & Co in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
7.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
32
Increased
97
Reduced
74
Closed
18
Calls
$41.3M
Puts
$49.2M
Net Calls
-$7.81M
Net Calls Change
-$114M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$667M
2
Deutsche Bank
2
Deutsche Bank
Germany
$239M
3
Select Equity Group
3
Select Equity Group
New York
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$76.6M
5
CS
5
Credit Suisse
Switzerland
$150M

Top Sellers

1
CLG
1
Cooperman Leon G
$0
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$286M
3
Bank of America
3
Bank of America
North Carolina
$48.9M
4
WRF
4
Waddell & Reed Financial
Kansas
$309M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Sheets Smith Wealth Management
North Carolina
$1.34M +$2.06K +90 +0.2%
GCP
127
GSA Capital Partners
United Kingdom
$1.32M -$268K -11,746 -17%
PA
128
Pinnacle Associates
New York
$1.26M +$12.6K +550 +1%
Mackenzie Financial
129
Mackenzie Financial
Ontario, Canada
$1.25M -$37K -1,620 -3%
Ameriprise
130
Ameriprise
Minnesota
$1.24M +$261K +11,452 +27%
CCA
131
Catalyst Capital Advisors
New York
$1.23M – – –
PAG
132
Private Advisor Group
New Jersey
$1.21M +$41K +1,794 +4%
FCI
133
Financial Counselors Inc
Kansas
$1.12M +$20.6K +900 +2%
SC
134
Scotia Capital
Ontario, Canada
$1.11M -$4.05M -177,319 -79%
PAI
135
Pittenger & Anderson Inc
Nebraska
$1.1M +$28.6K +1,250 +3%
LIM
136
Leavell Investment Management
Alabama
$1.1M – – –
CWM
137
Concert Wealth Management
California
$1.09M +$84.1K +3,728 +8%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$1.09M +$13.4K +587 +1%
TAM
139
Tocqueville Asset Management
New York
$1.09M -$71.5K -3,130 -6%
SM
140
Seminole Management
New York
$1.09M – – –
HighTower Advisors
141
HighTower Advisors
Illinois
$1.08M +$196K +8,579 +22%
BIC
142
Beach Investment Counsel
Pennsylvania
$1.05M +$20.5K +900 +2%
Northern Trust
143
Northern Trust
Illinois
$1.04M +$244K +10,682 +31%
Axa
144
Axa
France
$1.03M – – –
VFS
145
VSR Financial Services
Kansas
$957K -$97.5K -4,268 -9%
MVP
146
Miller Value Partners
Florida
$935K – – –
LCM
147
Levitt Capital Management
Florida
$896K +$896K +39,246 New
CCS
148
Crosspoint Capital Strategies
California
$883K +$11.4K +500 +1%
RFC
149
Russell Frank Company
Washington
$875K -$2.33M -102,100 -73%
WS
150
Wedbush Securities
California
$832K +$581K +25,450 +232%
4 5
6
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