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KKR & Co
KKR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
176
Davenport & Co
Virginia
$886K +$491K +21,135 +124%
DD
177
Dominick & Dominick
New York
$880K +$176K +7,600 +25%
M&T Bank
178
M&T Bank
New York
$822K +$83.2K +3,585 +11%
WHI
179
William Harris Investors
Illinois
$821K +$339K +14,615 +70%
DIP
180
DT Investment Partners
Pennsylvania
$812K +$812K +34,986 New
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$805K -$210K -9,044 -21%
KeyBank National Association
182
KeyBank National Association
Ohio
$796K – – –
WKWM
183
Walter & Keenan Wealth Management
Indiana
$773K – – –
CHAM
184
Clear Harbor Asset Management
Connecticut
$773K +$773K +33,285 New
I2I
185
Insight 2811 Inc
Illinois
$731K – – –
ICAS
186
Investors Capital Advisory Services
Massachusetts
$667K +$32.1K +1,383 +5%
AL
187
Airain Ltd
Guernsey
$657K -$478K -20,579 -42%
HBWM
188
Hollow Brook Wealth Management
New York
$656K +$656K +28,254 New
JCM
189
Janney Capital Management
Pennsylvania
$624K +$19.7K +850 +3%
BAM
190
Brave Asset Management
New Jersey
$615K – – –
NC
191
NewSquare Capital
Pennsylvania
$613K +$613K +26,397 New
WEC
192
Winslow Evans & Crocker
Massachusetts
$584K +$4.64K +200 +0.8%
EC
193
EJF Capital
Virginia
$580K -$6.84M -295,000 -92%
AA
194
ALPS Advisors
Colorado
$544K -$68.7K -2,958 -11%
HT
195
HAP Trading
New York
$541K – – –
ANRIA
196
American National Registered Investment Advisor
Texas
$523K +$523K +22,525 New
MNBTD
197
Moody National Bank Trust Division
Texas
$523K +$523K +22,525 New
SAM
198
Silvercrest Asset Management
New York
$517K – – –
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$492K +$492K +21,185 New
FCCM
200
First City Capital Management
Georgia
$483K -$2.6K -112 -0.5%
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