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KKR & Co
KKR

Overview Fund Activity

210 hedge funds and large institutions have $4.05B invested in KKR & Co in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
6.81%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.45%
New
20
Increased
80
Reduced
68
Closed
14
Calls
$84.8M
Puts
$23M
Net Calls
+$61.8M
Net Calls Change
-$6.82M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$62.5M
2
EAM
2
Edge Asset Management
Washington
$80.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$442M
4
FPP
4
Findlay Park Partners
United Kingdom
$84.4M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$32.5M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$39.6M
2
IG
2
ING Group
Netherlands
$181M
3
CIC
3
Chilton Investment Company
Connecticut
$44.5M
4
LPLP
4
Lansdowne Partners Limited Partnership
United Kingdom
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
176
Regent Investment Management
Kentucky
$226K – – –
FAM
177
Fred Alger Management
New York
$225K -$45.9K -2,229 -17%
SAM
178
Strategy Asset Managers
California
$224K +$15K +729 +7%
SNC
179
Stifel Nicolaus & Co
Missouri
$221K -$56.9K -2,767 -20%
BFA
180
Beaumont Financial Advisors
Massachusetts
$206K +$206K +10,000 New
GT
181
Glenmede Trust
Pennsylvania
$184K -$204K -9,995 -53%
AWMS
182
Advocacy Wealth Management Services
Georgia
$168K -$66K -3,200 -28%
PG
183
PEAK6 Group
Illinois
$110K +$20K +1,945 +22%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$109K +$41.1K +2,000 +61%
LIA
185
LS Investment Advisors
Michigan
$103K +$103K +5,000 New
FAM
186
Forty4 Asset Management
Illinois
$99K +$33.1K +1,608 +50%
Creative Planning
187
Creative Planning
Kansas
$76K -$10K -484 -12%
ClearBridge Investments
188
ClearBridge Investments
New York
$62K – – –
MFS
189
MSI Financial Services
Massachusetts
$57K -$10.8K -524 -16%
JIC
190
Joel Isaacson & Co
New York
$41K +$41K +2,000 New
DADC
191
D.A. Davidson & Co
Montana
$32K – – –
RNS
192
Robert N. Shapiro
$32K +$32K +1,550 New
BPBT
193
Boston Private Bank & Trust
Massachusetts
$28K +$4.18K +200 +18%
FANJ
194
Financial Architects (New Jersey)
New Jersey
$23K – – –
ATC
195
Adirondack Trust Company
New York
$21K – – –
HCM
196
Highlander Capital Management
New Jersey
$18.5K – – –
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.6K +$9.85K +478,737 +146%
PTC
198
Private Trust Company
Ohio
$15K – – –
BFEC
199
Benjamin F. Edwards & Company
Missouri
$15K – – –
FNBT
200
FineMark National Bank & Trust
Florida
$13K – – –
5 6 7
8
9