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KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
1
ING Group
Netherlands
$81.3M
2
Citigroup
2
Citigroup
New York
$208M
3
PCM
3
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
5
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
LPVHS
2
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
3
TCW Group
California
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
CS
5
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Focused Wealth Management
New York
$1.89M +$325K +14,575 +21%
WA
127
WFG Advisors
Texas
$1.86M -$6.76K -303 -0.4%
RIL
128
Rothschild Investment LLC
Illinois
$1.86M +$189K +8,459 +11%
SC
129
Scotia Capital
Ontario, Canada
$1.84M +$587K +26,322 +47%
PPA
130
Parametric Portfolio Associates
Washington
$1.84M -$344K -15,409 -16%
WA
131
Wasatch Advisors
Utah
$1.83M +$1.83M +82,000 New
Calamos Advisors
132
Calamos Advisors
Illinois
$1.81M – – –
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$1.79M -$6.84M -306,882 -79%
EP
134
Elkhorn Partners
Nebraska
$1.77M +$379K +17,000 +27%
TG
135
TCW Group
California
$1.72M -$42.9M -1,922,900 -96%
DC
136
Deere & Company
Illinois
$1.6M +$1.01M +45,347 +171%
USAA
137
United Services Automobile Association
Texas
$1.56M – – –
PAG
138
Private Advisor Group
New Jersey
$1.53M +$182K +8,146 +13%
Axa
139
Axa
France
$1.45M – – –
PA
140
Pinnacle Associates
New York
$1.42M +$198K +8,875 +16%
MVP
141
Miller Value Partners
Florida
$1.42M – – –
HSBC Holdings
142
HSBC Holdings
United Kingdom
$1.39M +$10.5K +470 +0.8%
BCA
143
Benchmark Capital Advisors
New York
$1.39M – – –
HPBT
144
High Point Bank & Trust
North Carolina
$1.36M – – –
JAM
145
Jupiter Asset Management
United Kingdom
$1.34M -$6.47M -290,000 -83%
WS
146
Wedbush Securities
California
$1.3M +$1.04M +46,847 +405%
FCI
147
Financial Counselors Inc
Kansas
$1.23M +$137K +6,155 +13%
Creative Planning
148
Creative Planning
Kansas
$1.18M +$418K +18,734 +55%
Stifel Financial
149
Stifel Financial
Missouri
$1.17M +$264K +11,836 +29%
HK
150
Horizon Kinetics
New York
$1.16M -$356K -15,940 -23%
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