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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$1.97M +$859K +37,032 +78%
WA
127
WFG Advisors
Texas
$1.95M +$6.13K +264 +0.3%
NFC
128
Northeast Financial Consultants
Connecticut
$1.93M -$262K -11,300 -12%
JWM
129
Jackson Wealth Management
Florida
$1.91M +$1.91M +82,167 New
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.85M +$782K +33,696 +73%
RIL
131
Rothschild Investment LLC
Illinois
$1.85M -$83.1K -3,580 -4%
PAG
132
Private Advisor Group
New Jersey
$1.84M +$251K +10,821 +16%
BIC
133
Beach Investment Counsel
Pennsylvania
$1.81M -$241K -10,400 -12%
Stifel Financial
134
Stifel Financial
Missouri
$1.77M +$558K +24,025 +46%
NSIM
135
North Star Investment Management
Illinois
$1.76M +$1.26M +54,281 +253%
SC
136
Scotia Capital
Ontario, Canada
$1.69M -$228K -9,838 -12%
DC
137
Deere & Company
Illinois
$1.67M – – –
USAA
138
United Services Automobile Association
Texas
$1.63M – – –
BIM
139
BlackRock Investment Management
Delaware
$1.62M +$1.62M +69,866 New
SCM
140
SOL Capital Management
Maryland
$1.57M +$836K +36,025 +115%
PA
141
Pinnacle Associates
New York
$1.52M +$42.2K +1,819 +3%
Axa
142
Axa
France
$1.51M – – –
MVP
143
Miller Value Partners
Florida
$1.47M – – –
ST
144
Spot Trading
Illinois
$1.44M -$2.67M -115,175 -65%
BCA
145
Benchmark Capital Advisors
New York
$1.42M -$21.3K -918 -1%
HPBT
146
High Point Bank & Trust
North Carolina
$1.42M – – –
JG
147
Jefferies Group
New York
$1.39M +$1.39M +59,770 New
BA
148
BlackRock Advisors
Delaware
$1.3M +$1.3M +55,800 New
FCI
149
Financial Counselors Inc
Kansas
$1.27M -$6.96K -300 -0.5%
TYCC
150
Texas Yale Capital Corp
Florida
$1.26M +$1.26M +54,050 New
4 5
6
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