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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$91.8M
2
CS
Credit Suisse
Switzerland
$136M
3
GC
GMT Capital
Georgia
$65M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
IG
ING Group
Netherlands
$91.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
Citigroup
New York
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$715K +$55.5K +3,782 +8%
CG
152
Clinton Group
New York
$712K +$712K +48,442 New
I2I
153
Insight 2811 Inc
Illinois
$689K – – –
CWM
154
Concert Wealth Management
California
$676K +$676K +46,225 New
AHC
155
Adell Harriman & Carpenter
Texas
$669K -$210K -14,300 -24%
HCM
156
Highlander Capital Management
New Jersey
$660K -$68.4K -4,658 -9%
NC
157
NewSquare Capital
Pennsylvania
$660K +$155K +10,574 +31%
BTS
158
BB&T Securities
Virginia
$613K -$208K -14,159 -25%
MCM
159
McKinley Capital Management
Alaska
$594K -$8.02K -546 -1%
IH
160
IFC Holdings
Florida
$587K -$6.15K -429 -1%
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$583K +$96.6K +6,661 +20%
SAM
162
SignalPoint Asset Management
Missouri
$571K +$298K +20,282 +109%
EFS
163
Essex Financial Services
Connecticut
$570K -$10.1K -687 -2%
HighTower Advisors
164
HighTower Advisors
Illinois
$557K +$18.8K +1,274 +3%
WKWM
165
Walter & Keenan Wealth Management
Indiana
$551K +$84K +5,715 +18%
IAA
166
Ironsides Asset Advisors
North Carolina
$536K -$318K -21,647 -37%
HFS
167
HL Financial Services
Kentucky
$525K +$121K +8,270 +30%
BIC
168
Beach Investment Counsel
Pennsylvania
$508K – – –
BAM
169
Brave Asset Management
New Jersey
$495K +$91.1K +6,200 +23%
GC
170
Guggenheim Capital
Illinois
$489K +$37.9K +2,577 +8%
Simplex Trading
171
Simplex Trading
Illinois
$486K +$136K +9,288 +39%
M&T Bank
172
M&T Bank
New York
$484K -$55.5K -3,780 -10%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$483K -$1.22M -83,251 -72%
VFA
174
Voya Financial Advisors
Connecticut
$480K +$72.5K +5,005 +18%
NPC
175
National Planning Corporation
California
$475K -$43.4K -3,289 -8%
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