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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
151
ProVise Management Group
Florida
$1.28M +$743K +30,545 +139%
TMC
152
Trellus Management Company
Florida
$1.25M +$1.25M +51,382 New
FCI
153
Financial Counselors Inc
Kansas
$1.19M +$1.85K +76 +0.2%
TAM
154
Tocqueville Asset Management
New York
$1.18M +$19.7K +811 +2%
AL
155
Airain Ltd
Guernsey
$1.16M +$1.16M +47,657 New
SM
156
Seminole Management
New York
$1.16M – – –
LIM
157
Leavell Investment Management
Alabama
$1.15M -$18.2K -750 -2%
JPMPWA
158
J.P. Morgan Private Wealth Advisors
California
$1.13M +$255K +10,495 +29%
CCS
159
Crosspoint Capital Strategies
California
$1.1M +$156K +6,383 +17%
HighTower Advisors
160
HighTower Advisors
Illinois
$1.09M -$58.8K -2,416 -5%
CWM
161
Concert Wealth Management
California
$1.08M -$89K -3,704 -8%
BCM
162
Beck Capital Management
Texas
$1.07M -$1.24M -50,829 -54%
PAI
163
Pittenger & Anderson Inc
Nebraska
$1.06M -$111K -4,580 -9%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$1.01M +$176K +7,242 +21%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$998K +$998K +41,028 New
VKH
166
Virtu KCG Holdings
New York
$989K +$561K +23,075 +131%
Stifel Financial
167
Stifel Financial
Missouri
$986K +$366K +15,033 +59%
Northern Trust
168
Northern Trust
Illinois
$965K -$146K -6,000 -13%
ID
169
Integral Derivatives
New York
$949K +$530K +21,782 +126%
Citadel Advisors
170
Citadel Advisors
Florida
$858K +$857K +35,230 +90,333%
KeyBank National Association
171
KeyBank National Association
Ohio
$835K – – –
Creative Planning
172
Creative Planning
Kansas
$826K -$5.31K -218 -0.6%
HCM
173
Highlander Capital Management
New Jersey
$813K +$792K +32,534 +3,615%
SCM
174
Sterling Capital Management
North Carolina
$808K +$51.1K +2,100 +7%
GC
175
Guggenheim Capital
Illinois
$786K +$786K +32,326 New
5 6
7
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