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KKR & Co
KKR

Overview Fund Activity

304 hedge funds and large institutions have $3.3B invested in KKR & Co in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
8.12%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
30
Increased
97
Reduced
114
Closed
27
Calls
$58M
Puts
$25.4M
Net Calls
+$32.6M
Net Calls Change
-$71.7M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$69.6M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$111M
3
SAMH
3
Shanda Asset Management Holdings
British Virgin Islands
$57.2M
4
CCG
4
Crescent Capital Group
California
$49.9M
5
N
5
Natixis
France
$24.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$7.39M
2
GC
2
GMT Capital
Georgia
$17.1M
3
TIM
3
Thornburg Investment Management
New Mexico
$86.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20M
5
TAM
5
Toscafund Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
176
Moors & Cabot
Massachusetts
$432K +$60.9K +5,022 +16%
MNBTD
177
Moody National Bank Trust Division
Texas
$424K +$146K +11,850 +53%
ICAS
178
Investors Capital Advisory Services
Massachusetts
$419K +$19.9K +1,612 +5%
TH
179
Timber Hill
Connecticut
$390K +$165K +13,393 +74%
DADC
180
D.A. Davidson & Co
Montana
$385K +$46.6K +3,782 +14%
GC
181
Guggenheim Capital
Illinois
$380K -$30.4K -2,461 -7%
SCM
182
Sterling Capital Management
North Carolina
$375K – – –
IC
183
Iconiq Capital
California
$369K – – –
VFA
184
Voya Financial Advisors
Connecticut
$360K -$53.1K -4,261 -13%
PWM
185
Perigon Wealth Management
California
$337K +$337K +27,345 New
BAM
186
Brave Asset Management
New Jersey
$333K -$82.6K -6,700 -20%
WS
187
Wedbush Securities
California
$333K -$65K -5,268 -16%
LDB
188
Lee, Danner & Bass
Tennessee
$331K -$70.3K -5,700 -18%
SAM
189
Silvercrest Asset Management
New York
$328K +$47.2K +3,825 +17%
BRWA
190
B. Riley Wealth Advisors
Florida
$324K +$13.4K +1,086 +4%
CFA
191
Camarda Financial Advisors
Florida
$301K +$68.2K +5,520 +29%
SWP
192
Stratos Wealth Partners
Ohio
$299K -$17.7K -1,429 -6%
GEM
193
Global Endowment Management
North Carolina
$289K – – –
SM
194
Salzhauer Michael
$284K – – –
KeyBank National Association
195
KeyBank National Association
Ohio
$280K -$1.28K -104 -0.5%
V
196
Veritable
Delaware
$280K +$92.6K +7,490 +49%
CAN
197
Cetera Advisor Networks
California
$279K -$108K -8,720 -28%
HBWM
198
Hollow Brook Wealth Management
New York
$276K -$370K -29,994 -57%
OAM
199
Orinda Asset Management
California
$275K +$275K +18,750 New
PMG
200
ProVise Management Group
Florida
$266K -$59.5K -4,820 -18%
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