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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
176
Clear Harbor Asset Management
Connecticut
$552K +$43.6K +2,800 +9%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$552K +$46.2K +2,967 +9%
NPC
178
National Planning Corporation
California
$544K -$68K -4,914 -11%
BIC
179
Beach Investment Counsel
Pennsylvania
$539K -$745K -47,800 -58%
GJIC
180
Gamble Jones Investment Counsel
California
$537K -$870K -55,785 -62%
NC
181
NewSquare Capital
Pennsylvania
$536K +$68.1K +4,368 +15%
CAN
182
Cetera Advisor Networks
California
$532K -$35.7K -2,289 -6%
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$523K +$73K +4,683 +16%
ICAS
184
Investors Capital Advisory Services
Massachusetts
$517K -$35.1K -2,252 -6%
PMG
185
ProVise Management Group
Florida
$515K -$288K -18,470 -36%
VKH
186
Virtu KCG Holdings
New York
$513K -$269K -17,258 -34%
WKWM
187
Walter & Keenan Wealth Management
Indiana
$496K -$70.2K -4,500 -12%
Brown Advisory
188
Brown Advisory
Maryland
$489K -$882K -56,576 -64%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$484K -$1.31M -84,288 -73%
GC
190
Guggenheim Capital
Illinois
$478K -$2.04M -130,900 -81%
TT
191
Tiedemann Trust
Delaware
$475K +$475K +30,455 New
MC
192
Moors & Cabot
Massachusetts
$472K +$19.1K +1,212 +4%
CS
193
Comerica Securities
Michigan
$441K +$84.3K +5,406 +24%
Calamos Advisors
194
Calamos Advisors
Illinois
$440K – – –
VFA
195
Voya Financial Advisors
Connecticut
$439K +$31.5K +2,020 +8%
BAM
196
Brave Asset Management
New Jersey
$429K +$15.6K +1,000 +4%
HFS
197
HL Financial Services
Kentucky
$428K +$220K +14,101 +105%
SB
198
Suntrust Banks
Georgia
$420K +$160K +10,294 +61%
SS
199
Simplicity Solutions
Minnesota
$387K +$387K +24,805 New
LIM
200
Leavell Investment Management
Alabama
$371K -$50.7K -3,250 -12%
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