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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Focused Wealth Management
New York
$1.66M +$96.8K +6,211 +6%
RIL
127
Rothschild Investment LLC
Illinois
$1.52M +$4.99K +320 +0.3%
FAAS
128
First Allied Advisory Services
California
$1.52M -$239K -15,291 -14%
GCM
129
Gator Capital Management
Florida
$1.51M -$150K -9,610 -9%
PA
130
Pinnacle Associates
New York
$1.51M +$254K +16,300 +20%
LDB
131
Lee, Danner & Bass
Tennessee
$1.49M -$1.3M -83,380 -47%
TA
132
Teton Advisors
New York
$1.42M – – –
IEFM
133
IQ EQ Fund Management
Ireland
$1.38M – – –
TYCC
134
Texas Yale Capital Corp
Florida
$1.34M -$801K -51,350 -37%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$1.34M -$345K -22,111 -20%
CFMC
136
Curbstone Financial Management Corp
New Hampshire
$1.3M +$582K +37,325 +81%
FCI
137
Financial Counselors Inc
Kansas
$1.25M +$383K +24,576 +44%
PCA
138
Private Capital Advisors
Connecticut
$1.23M -$1.48M -95,050 -55%
BCA
139
Benchmark Capital Advisors
New York
$1.22M -$47.6K -3,053 -4%
AL
140
Airain Ltd
Guernsey
$1.21M -$258K -16,536 -18%
PI
141
PineBridge Investments
New York
$1.11M +$440K +28,264 +66%
IA
142
IFP Advisors
Florida
$1.11M +$1.11M +71,326 New
William Blair & Company
143
William Blair & Company
Illinois
$1.09M -$739K -47,398 -40%
PTC
144
Private Trust Company
Ohio
$1.08M -$52.5K -3,368 -5%
DC
145
Deere & Company
Illinois
$1.05M +$510K +32,731 +94%
PWM
146
Perigon Wealth Management
California
$1.05M -$580K -37,202 -36%
RIG
147
Roosevelt Investment Group
New York
$1.03M – – –
HPBT
148
High Point Bank & Trust
North Carolina
$951K – – –
AHC
149
Adell Harriman & Carpenter
Texas
$933K +$153K +9,814 +20%
IAA
150
Ironsides Asset Advisors
North Carolina
$906K -$1.13M -72,361 -55%
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6
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