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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$91.8M
2
CS
2
Credit Suisse
Switzerland
$136M
3
GC
3
GMT Capital
Georgia
$65M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
IG
2
ING Group
Netherlands
$91.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
4
Citigroup
New York
$38.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.39M +$123K +8,396 +10%
WA
127
WFG Advisors
Texas
$1.35M -$222K -15,124 -14%
Citadel Advisors
128
Citadel Advisors
Florida
$1.34M -$1.12M -76,175 -46%
TA
129
Teton Advisors
New York
$1.33M – – –
AIG
130
American International Group
New York
$1.3M -$280K -19,046 -18%
PI
131
PineBridge Investments
New York
$1.27M +$220K +14,980 +21%
TYCC
132
Texas Yale Capital Corp
Florida
$1.26M – – –
FCI
133
Financial Counselors Inc
Kansas
$1.18M – – –
PCA
134
Private Capital Advisors
Connecticut
$1.15M -$11.5K -785 -1%
CAM
135
Cacti Asset Management
Georgia
$1.07M +$1.07M +73,500 New
BCA
136
Benchmark Capital Advisors
New York
$1.06M -$83.9K -5,712 -7%
PTC
137
Private Trust Company
Ohio
$1.03M +$14.7K +1,000 +1%
Creative Planning
138
Creative Planning
Kansas
$1.03M +$274K +18,656 +36%
FWM
139
Focused Wealth Management
New York
$1.01M -$550K -37,431 -35%
IA
140
IFP Advisors
Florida
$972K -$701K -29,888 -42%
HPBT
141
High Point Bank & Trust
North Carolina
$896K – – –
KACA
142
Kayne Anderson Capital Advisors
California
$880K +$880K +60,000 New
Calamos Advisors
143
Calamos Advisors
Illinois
$856K +$442K +30,064 +107%
DIP
144
DT Investment Partners
Pennsylvania
$836K +$200K +13,602 +31%
NFC
145
Northeast Financial Consultants
Connecticut
$798K – – –
HBWM
146
Hollow Brook Wealth Management
New York
$769K -$16.9K -1,152 -2%
ANI
147
American National Insurance
Texas
$754K – – –
CI
148
Conning Inc
Connecticut
$750K – – –
RJFSA
149
Raymond James Financial Services Advisors
Florida
$722K +$202K +13,760 +39%
BIT
150
BlackRock Institutional Trust
California
$719K +$54.7K +3,720 +8%
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6
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