KKR icon

KKR & Co
KKR

Overview Fund Activity

341 hedge funds and large institutions have $6B invested in KKR & Co in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+20
Holders Change %
+6.23%
% of All Funds
9.2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
38
Increased
126
Reduced
99
Closed
16
Calls
$112M
Puts
$107M
Net Calls
+$5.75M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
IG
2
ING Group
Netherlands
$246M
3
Deutsche Bank
3
Deutsche Bank
Germany
$250M
4
Citigroup
4
Citigroup
New York
$199M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$49.6M

Top Sellers

1
LPVHS
1
Lexington Partners VI Holdings Sub
New York
$309M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$39.6M
3
OA
3
Omega Advisors
New York
$60.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$12.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$908M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$2.47M -$1.57M -68,561 -39%
PWM
127
Perigon Wealth Management
California
$2.39M -$15.7K -685 -0.7%
FWM
128
Focused Wealth Management
New York
$2.37M -$118K -5,150 -5%
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$2.36M +$2.36M +103,115 New
GC
130
Guggenheim Capital
Illinois
$2.32M +$105K +4,613 +5%
RFC
131
Russell Frank Company
Washington
$2.28M -$139K -6,096 -6%
SCM
132
SOL Capital Management
Maryland
$2.26M +$386K +16,900 +21%
MVP
133
Miller Value Partners
Florida
$2.25M +$800K +35,000 +55%
GJIC
134
Gamble Jones Investment Counsel
California
$2.21M +$4.89K +214 +0.2%
EP
135
Elkhorn Partners
Nebraska
$2.17M +$9.14K +400 +0.4%
RIL
136
Rothschild Investment LLC
Illinois
$2.16M – – –
TA
137
Teton Advisors
New York
$2.08M – – –
PAG
138
Private Advisor Group
New Jersey
$1.97M -$150K -6,574 -7%
IEFM
139
IQ EQ Fund Management
Ireland
$1.97M +$1.97M +79,274 New
LG
140
Leuthold Group
Minnesota
$1.9M +$1.9M +83,084 New
PA
141
Pinnacle Associates
New York
$1.87M +$118K +5,175 +7%
BCA
142
Benchmark Capital Advisors
New York
$1.85M +$20.5K +898 +1%
BIC
143
Beach Investment Counsel
Pennsylvania
$1.84M +$57.1K +2,500 +3%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$1.79M +$49K +2,143 +3%
DC
145
Deere & Company
Illinois
$1.74M +$121K +5,307 +8%
NFC
146
Northeast Financial Consultants
Connecticut
$1.72M -$45.7K -2,000 -3%
Walleye Trading
147
Walleye Trading
New York
$1.66M +$7.4K +324 +0.4%
PTC
148
Private Trust Company
Ohio
$1.62M +$5.76K +252 +0.4%
AAMU
149
Amundi Asset Management US
Massachusetts
$1.61M -$1.62M -70,850 -50%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$1.61M +$97.1K +4,247 +6%
4 5
6
7 8