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KKR & Co
KKR

Overview Fund Activity

341 hedge funds and large institutions have $6B invested in KKR & Co in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+20
Holders Change %
+6.23%
% of All Funds
9.2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
38
Increased
126
Reduced
99
Closed
16
Calls
$112M
Puts
$107M
Net Calls
+$5.75M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
IG
2
ING Group
Netherlands
$246M
3
Deutsche Bank
3
Deutsche Bank
Germany
$250M
4
Citigroup
4
Citigroup
New York
$199M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$49.6M

Top Sellers

1
LPVHS
1
Lexington Partners VI Holdings Sub
New York
$309M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$39.6M
3
OA
3
Omega Advisors
New York
$60.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$12.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$908M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
151
United Services Automobile Association
Texas
$1.6M – – –
RIG
152
Roosevelt Investment Group
New York
$1.51M +$493K +21,600 +49%
Truist Financial
153
Truist Financial
North Carolina
$1.45M -$1.08M -47,125 -43%
HBWM
154
Hollow Brook Wealth Management
New York
$1.43M +$704K +30,806 +97%
HPBT
155
High Point Bank & Trust
North Carolina
$1.39M – – –
American Century Companies
156
American Century Companies
Missouri
$1.36M +$1.36M +59,601 New
FCI
157
Financial Counselors Inc
Kansas
$1.28M +$24.3K +1,065 +2%
BFA
158
BlackRock Fund Advisors
California
$1.27M +$235K +10,260 +23%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$1.27M +$81.5K +3,565 +7%
DDC
160
Daniel Devine & Co
Florida
$1.23M – – –
KIA
161
King Investment Advisors
Texas
$1.22M -$6.27M -273,605 -84%
HighTower Advisors
162
HighTower Advisors
Illinois
$1.21M +$67.7K +2,961 +6%
NPC
163
National Planning Corporation
California
$1.2M -$28.1K -1,235 -2%
PMG
164
ProVise Management Group
Florida
$1.2M +$4.34K +190 +0.4%
AR
165
Advisory Research
Illinois
$1.18M +$640K +28,000 +118%
TMC
166
Trellus Management Company
Florida
$1.17M – – –
ANI
167
American National Insurance
Texas
$1.17M – – –
CI
168
Conning Inc
Connecticut
$1.17M – – –
PAI
169
Pittenger & Anderson Inc
Nebraska
$1.11M -$29.7K -1,300 -3%
PI
170
PineBridge Investments
New York
$1.11M +$160K +6,997 +17%
CWM
171
Concert Wealth Management
California
$1.04M -$178K -7,777 -15%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$1.02M -$8.57K -375 -0.8%
HK
173
Horizon Kinetics
New York
$999K -$19.9K -872 -2%
HFS
174
HL Financial Services
Kentucky
$988K -$20.3K -887 -2%
LIM
175
Leavell Investment Management
Alabama
$960K -$234K -10,250 -20%
5 6
7
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