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KKR & Co
KKR

204 hedge funds and large institutions have $3.89B invested in KKR & Co in 2013 Q2 according to their latest regulatory filings, with 204 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $86.4M | Put options by funds: $17.8M

75.38% more ownership

Funds ownership: 0% → 75.38% (+75%)

Holders
204
Holders Change
+204
Holders Change %
–
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
+15
Holding in Top 10 Change %
% of All Funds
0.49%
New
204
Increased
–
Reduced
–
Closed
–
Calls
$86.4M
Puts
$17.8M
Net Calls
+$68.6M
Net Calls Change
+$68.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
176
Strategy Asset Managers
California
$199K +$201K +10,137 New
Fisher Asset Management
177
Fisher Asset Management
Washington
$197K +$199K +10,000 New
KJHP
178
K.J. Harrison & Partners
Ontario, Canada
$197K +$199K +10,000 New
WAM
179
Wolverine Asset Management
Illinois
$167K +$169K +8,500 New
BRWA
180
B. Riley Wealth Advisors
Florida
$147K +$149K +7,500 New
Creative Planning
181
Creative Planning
Kansas
$82K +$82.5K +4,157 New
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$65K +$65.5K +3,300 New
MFS
183
MSI Financial Services
Massachusetts
$65K +$65.5K +3,300 New
FAM
184
Forty4 Asset Management
Illinois
$63K +$63.5K +3,200 New
SSG
185
Summit Securities Group
New York
$61K +$61.5K +3,100 New
ClearBridge Investments
186
ClearBridge Investments
New York
$59K +$59.5K +3,000 New
SIIU
187
Scotia Institutional Investments US
Pennsylvania
$50K +$50.5K +2,545 New
DADC
188
D.A. Davidson & Co
Montana
$31K +$31.8K +1,600 New
FANJ
189
Financial Architects (New Jersey)
New Jersey
$22K +$21.8K +1,100 New
BPBT
190
Boston Private Bank & Trust
Massachusetts
$22K +$22.6K +1,140 New
ATC
191
Adirondack Trust Company
New York
$20K +$19.9K +1,000 New
HCM
192
Highlander Capital Management
New Jersey
$17.7K +$17.9K +900 New
PTC
193
Private Trust Company
Ohio
$15K +$14.7K +739 New
BFEC
194
Benjamin F. Edwards & Company
Missouri
$15K +$14.9K +750 New
FNBT
195
FineMark National Bank & Trust
Florida
$12K +$12.5K +630 New
TWA
196
TCI Wealth Advisors
Arizona
$12K +$12.5K +630 New
S
197
SignatureFD
Georgia
$10K +$9.85K +496 New
TRCT
198
Tower Research Capital (TRC)
New York
$10K +$9.93K +500 New
DSC
199
Duncker Streett & Co
Missouri
$8K +$7.94K +400 New
M&T Bank
200
M&T Bank
New York
$8K +$7.94K +400 New
5 6 7
8
9

KKR Hedge Fund Activity: Q2 2013 in Review

204 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2013, worth a combined $3.89B.

Buyers outnumbered sellers: 204 funds opened new KKR positions and 0 closed out — a net gain of 204 holders — while 0 added to existing stakes and 0 trimmed.

  • 204 institutional investors held KKR & Co (KKR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.89B of KKR & Co stock for Q2 2013.
  • 204 funds opened new KKR & Co positions in Q2 2013 and 0 closed out, a net change of +204 holders.

Based on aggregated 13F filings for Q2 2013.