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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
151
BB&T Securities
Virginia
$871K -$17.2M -1,105,382 -95%
NFC
152
Northeast Financial Consultants
Connecticut
$847K -$65.5K -4,200 -7%
HBWM
153
Hollow Brook Wealth Management
New York
$834K -$112K -7,164 -12%
CWM
154
Concert Wealth Management
California
$819K -$783K – –
ANI
155
American National Insurance
Texas
$800K – – –
Creative Planning
156
Creative Planning
Kansas
$799K +$50.7K +3,252 +7%
CI
157
Conning Inc
Connecticut
$796K – – –
HCM
158
Highlander Capital Management
New Jersey
$773K +$225K +14,440 +41%
AR
159
Advisory Research
Illinois
$769K -$144K -9,220 -16%
LCM
160
Landscape Capital Management
New Jersey
$768K +$768K +49,257 New
DADC
161
D.A. Davidson & Co
Montana
$760K -$107K -6,875 -12%
Arrowstreet Capital
162
Arrowstreet Capital
Massachusetts
$748K -$600K -38,449 -45%
I2I
163
Insight 2811 Inc
Illinois
$731K – – –
CA
164
Commerzbank Aktiengesellschaft
Germany
$710K -$6.86M -440,123 -91%
BIT
165
BlackRock Institutional Trust
California
$705K +$70.6K +4,530 +11%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$700K -$13.5K -863 -2%
DIP
167
DT Investment Partners
Pennsylvania
$676K +$70.1K +4,493 +12%
IH
168
IFC Holdings
Florida
$652K +$141K +8,965 +28%
MCM
169
McKinley Capital Management
Alaska
$639K +$108K +6,941 +20%
EFS
170
Essex Financial Services
Connecticut
$615K +$22.9K +1,473 +4%
HNB
171
Huntington National Bank
Ohio
$591K +$151K +9,704 +34%
NIT
172
NumerixS Investment Technologies
British Columbia, Canada
$580K +$34.3K +2,200 +6%
WS
173
Wedbush Securities
California
$576K +$63K +4,037 +12%
M&T Bank
174
M&T Bank
New York
$573K -$42.3K -2,714 -7%
HighTower Advisors
175
HighTower Advisors
Illinois
$570K -$442K -28,352 -44%
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