KKR & Co
327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.
97% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 32
50% more call options, than puts
Call options by funds: $179M | Put options by funds: $120M
25% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 91
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
9% more funds holding
Funds holding: 301 → 327 (+26)
5.84% less ownership
Funds ownership: 64.2% → 58.36% (-5.8%)
41% less capital invested
Capital invested by funds: $10.2B → $6.04B (-$4.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$75.4M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
+$45.3M |
| 3 |
JP Morgan Chase
New York
|
+$35M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$27.1M |
| 5 |
Select Equity Group
New York
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$4.28B |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$171M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
-$113M |
| 4 |
Morgan Stanley
New York
|
-$83.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$77M |
KKR Hedge Fund Activity: Q4 2014 in Review
327 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2014, worth a combined $6.04B — down 41% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new KKR positions and 32 closed out — a net gain of 31 holders — while 114 added to existing stakes and 91 trimmed.
The largest buyer was Sterling Capital Management, adding an estimated $75.4M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $4.28B sold.
- 327 institutional investors held KKR & Co (KKR) as of Q4 2014, up from 301 in Q3 2014.
- Funds reported $6.04B of KKR & Co stock for Q4 2014, down 41% quarter-over-quarter.
- 63 funds opened new KKR & Co positions in Q4 2014 and 32 closed out, a net change of +31 holders.
- The largest KKR & Co buyer in Q4 2014 was Sterling Capital Management, an estimated $75.4M added.
- The largest KKR & Co seller in Q4 2014 was Americafirst Capital Management, an estimated $4.28B sold.
Based on aggregated 13F filings for Q4 2014.