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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$91.8M
2
CS
Credit Suisse
Switzerland
$136M
3
GC
GMT Capital
Georgia
$65M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
IG
ING Group
Netherlands
$91.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
Citigroup
New York
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
176
Investors Capital Advisory Services
Massachusetts
$475K -$12.4K -848 -3%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$475K +$19.4K +1,319 +4%
WS
178
Wedbush Securities
California
$474K -$68.9K -4,685 -13%
LDB
179
Lee, Danner & Bass
Tennessee
$472K -$911K -62,798 -66%
CHAM
180
Clear Harbor Asset Management
Connecticut
$467K -$53.7K -3,650 -10%
CAN
181
Cetera Advisor Networks
California
$455K -$41.2K -2,833 -8%
SCM
182
Sterling Capital Management
North Carolina
$447K -$11.3M -766,975 -96%
MC
183
Moors & Cabot
Massachusetts
$447K +$8.54K +584 +2%
AFWA
184
Ancora Family Wealth Advisors
Ohio
$446K +$234K +15,973 +111%
IC
185
Iconiq Capital
California
$439K +$439K +29,890 New
VKH
186
Virtu KCG Holdings
New York
$426K -$57.5K -3,908 -12%
DADC
187
D.A. Davidson & Co
Montana
$403K -$313K -21,301 -44%
CS
188
Comerica Securities
Michigan
$389K -$26.6K -1,806 -6%
PMG
189
ProVise Management Group
Florida
$387K -$98.2K -6,690 -20%
SWP
190
Stratos Wealth Partners
Ohio
$377K +$28.4K +1,933 +8%
BRWA
191
B. Riley Wealth Advisors
Florida
$369K +$73.2K +4,982 +25%
HT
192
HAP Trading
New York
$347K +$347K +23,610 New
GEM
193
Global Endowment Management
North Carolina
$344K -$7.13M -485,800 -95%
SM
194
Salzhauer Michael
$338K – – –
Dodge & Cox
195
Dodge & Cox
California
$338K +$338K +23,000 New
KeyBank National Association
196
KeyBank National Association
Ohio
$335K -$4.69K -319 -1%
SAM
197
Silvercrest Asset Management
New York
$335K – – –
SBIA
198
Sheaff Brock Investment Advisors
Indiana
$334K +$44 +3 +0%
ANRIA
199
American National Registered Investment Advisor
Texas
$331K – – –
MNBTD
200
Moody National Bank Trust Division
Texas
$331K – – –
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