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KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
1
ING Group
Netherlands
$81.3M
2
Citigroup
2
Citigroup
New York
$208M
3
PCM
3
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
5
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
LPVHS
2
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
3
TCW Group
California
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
CS
5
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
151
Group One Trading
Illinois
$1.15M +$1.15M +51,761 New
TMC
152
Trellus Management Company
Florida
$1.15M – – –
LIM
153
Leavell Investment Management
Alabama
$1.13M +$78.3K +3,510 +7%
PMG
154
ProVise Management Group
Florida
$1.13M -$44.8K -2,010 -4%
AL
155
Airain Ltd
Guernsey
$1.09M +$27.2K +1,221 +3%
TAM
156
Tocqueville Asset Management
New York
$1.08M -$4.46K -200 -0.4%
SCM
157
Sterling Capital Management
North Carolina
$1.08M +$335K +15,000 +45%
HighTower Advisors
158
HighTower Advisors
Illinois
$1.07M +$78.3K +3,510 +8%
CWM
159
Concert Wealth Management
California
$1.07M +$77.1K +3,462 +8%
CCS
160
Crosspoint Capital Strategies
California
$1.06M +$60.3K +2,703 +6%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$1.06M +$502K +22,515 +89%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.03M +$114K +5,098 +12%
RIG
163
Roosevelt Investment Group
New York
$1M +$1M +44,900 New
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$975K +$45.6K +2,046 +5%
Marshall Wace
165
Marshall Wace
United Kingdom
$971K -$17.8M -796,782 -95%
PAI
166
Pittenger & Anderson Inc
Nebraska
$955K -$20.1K -900 -2%
CI
167
Conning Inc
Connecticut
$915K +$915K +41,047 New
HAI
168
Hennessy Advisors Inc
California
$892K -$3.68M -165,000 -80%
Credit Agricole
169
Credit Agricole
France
$767K +$272K +12,200 +55%
KeyBank National Association
170
KeyBank National Association
Ohio
$765K – – –
NPC
171
National Planning Corporation
California
$755K +$376K +17,404 +99%
HCM
172
Highlander Capital Management
New Jersey
$746K – – –
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$735K +$27.9K +1,250 +4%
M&T Bank
174
M&T Bank
New York
$711K +$702K +31,437 +7,859%
I2I
175
Insight 2811 Inc
Illinois
$702K – – –
5 6
7
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