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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$772K -$17K -700 -2%
I2I
177
Insight 2811 Inc
Illinois
$766K – – –
PAMU
178
Pictet Asset Management (UK)
United Kingdom
$754K +$754K +31,000 New
BAM
179
Brave Asset Management
New Jersey
$715K – – –
PCM
180
Prelude Capital Management
New York
$677K +$538K +22,110 +388%
WKWM
181
Walter & Keenan Wealth Management
Indiana
$665K +$93.1K +3,825 +16%
DC
182
Deere & Company
Illinois
$643K -$2.3M -94,470 -78%
JCM
183
Janney Capital Management
Pennsylvania
$634K +$245K +10,045 +63%
BIM
184
Beach Investment Management
Pennsylvania
$632K +$632K +25,980 New
AA
185
ALPS Advisors
Colorado
$627K +$16K +656 +3%
BC
186
Barnett & Company
Tennessee
$621K +$621K +25,543 New
CIBC World Market
187
CIBC World Market
Ontario, Canada
$613K -$232K -9,558 -27%
WEC
188
Winslow Evans & Crocker
Massachusetts
$608K -$16.5K -680 -3%
ICAS
189
Investors Capital Advisory Services
Massachusetts
$589K +$65K +2,672 +12%
US Bancorp
190
US Bancorp
Minnesota
$585K -$224K -9,210 -28%
QT
191
Quantbot Technologies
New York
$567K +$46.7K +1,919 +9%
Credit Agricole
192
Credit Agricole
France
$540K +$540K +22,185 New
GCP
193
GSA Capital Partners
United Kingdom
$539K -$862K -35,470 -62%
SWP
194
Stratos Wealth Partners
Ohio
$535K +$535K +22,102 New
KWMG
195
King Wealth Management Group
Florida
$529K +$529K +21,880 New
BRWA
196
B. Riley Wealth Advisors
Florida
$522K +$398K +32,686 +320%
WAM
197
Wolverine Asset Management
Illinois
$520K -$202K -8,300 -28%
SAM
198
Silvercrest Asset Management
New York
$518K +$31K +1,275 +6%
SA
199
Strategic Advisors
New York
$517K +$186K +7,660 +56%
FCCM
200
First City Capital Management
Georgia
$512K +$414K +17,009 +419%
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