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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
2
TIM
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
Citigroup
New York
$204M
4
CS
Credit Suisse
Switzerland
$309M
5
Bank of America
Bank of America
North Carolina
$188M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
Select Equity Group
New York
$60.7M
4
Marshall Wace
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
126
Teton Advisors
New York
$2.21M – – –
FAAS
127
First Allied Advisory Services
California
$2.16M +$1.37M +56,188 +171%
Robeco Institutional Asset Management
128
Robeco Institutional Asset Management
Netherlands
$2.12M +$257K +10,545 +14%
NFC
129
Northeast Financial Consultants
Connecticut
$2.08M +$73.6K +3,025 +4%
WA
130
WFG Advisors
Texas
$2.04M +$163K +6,712 +9%
Calamos Advisors
131
Calamos Advisors
Illinois
$1.98M -$547K -22,490 -22%
CCM
132
Cupps Capital Management
Illinois
$1.96M +$1.96M +80,707 New
NCCM
133
Nine Chapters Capital Management
New Jersey
$1.96M +$1.07M +44,100 +121%
GJIC
134
Gamble Jones Investment Counsel
California
$1.95M -$57.2K -2,349 -3%
Westfield Capital Management
135
Westfield Capital Management
Massachusetts
$1.83M – – –
RIL
136
Rothschild Investment LLC
Illinois
$1.82M +$219K +9,002 +14%
FWM
137
Focused Wealth Management
New York
$1.71M +$1.55M +63,827 +984%
USAA
138
United Services Automobile Association
Texas
$1.7M – – –
Ameriprise
139
Ameriprise
Minnesota
$1.7M +$383K +15,743 +29%
HK
140
Horizon Kinetics
New York
$1.66M -$3.39M -139,318 -67%
Axa
141
Axa
France
$1.58M +$485K +19,941 +44%
MVP
142
Miller Value Partners
Florida
$1.55M +$550K +22,600 +55%
EP
143
Elkhorn Partners
Nebraska
$1.52M +$1.52M +62,500 New
BCA
144
Benchmark Capital Advisors
New York
$1.51M +$1.51M +62,244 New
IAA
145
Ironsides Asset Advisors
North Carolina
$1.51M +$1.51M +62,078 New
HSBC Holdings
146
HSBC Holdings
United Kingdom
$1.51M +$343K +14,095 +30%
HPBT
147
High Point Bank & Trust
North Carolina
$1.48M – – –
PAG
148
Private Advisor Group
New Jersey
$1.47M +$184K +7,550 +14%
SC
149
Scotia Capital
Ontario, Canada
$1.37M +$192K +7,875 +16%
PA
150
Pinnacle Associates
New York
$1.34M -$2.43K -100 -0.2%
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