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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
151
ProVise Management Group
Florida
$1.22M +$51.1K +2,200 +4%
LIM
152
Leavell Investment Management
Alabama
$1.21M +$34.8K +1,500 +3%
TMC
153
Trellus Management Company
Florida
$1.19M – – –
ANI
154
American National Insurance
Texas
$1.19M +$1.19M +51,300 New
CI
155
Conning Inc
Connecticut
$1.19M +$232K +10,000 +24%
CWM
156
Concert Wealth Management
California
$1.17M +$50K +2,154 +4%
Creative Planning
157
Creative Planning
Kansas
$1.17M -$54.6K -2,352 -4%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$1.16M -$285K -12,290 -20%
TAM
159
Tocqueville Asset Management
New York
$1.16M +$43.8K +1,889 +4%
RHBC
160
R.H. Bluestein & Co
Michigan
$1.16M +$1.16M +50,000 New
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$1.07M +$1.07M +46,064 New
HK
162
Horizon Kinetics
New York
$1.05M -$165K -7,108 -14%
RIG
163
Roosevelt Investment Group
New York
$1.04M – – –
SAM
164
Shikiar Asset Management
New York
$1.03M -$1.01M -43,323 -49%
HighTower Advisors
165
HighTower Advisors
Illinois
$1.02M -$95.4K -4,111 -9%
HFS
166
HL Financial Services
Kentucky
$995K +$703K +30,288 +241%
NJBEST
167
New Jersey Better Educational Savings Trust
New Jersey
$975K +$975K +42,000 New
PI
168
PineBridge Investments
New York
$962K +$498K +21,436 +107%
PAI
169
Pittenger & Anderson Inc
Nebraska
$953K -$41.8K -1,800 -4%
Group One Trading
170
Group One Trading
Illinois
$941K -$260K -11,212 -22%
HCM
171
Highlander Capital Management
New Jersey
$928K +$152K +6,550 +20%
DDC
172
Daniel Devine & Co
Florida
$912K +$912K +39,300 New
NPC
173
National Planning Corporation
California
$893K +$71.4K +3,032 +9%
MC
174
Moors & Cabot
Massachusetts
$893K +$181K +7,797 +26%
CFMC
175
Curbstone Financial Management Corp
New Hampshire
$892K +$127K +5,475 +17%
5 6
7
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