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KKR & Co
KKR

Overview Fund Activity

210 hedge funds and large institutions have $4.05B invested in KKR & Co in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
6.81%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.45%
New
20
Increased
80
Reduced
68
Closed
14
Calls
$84.8M
Puts
$23M
Net Calls
+$61.8M
Net Calls Change
-$6.82M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$62.5M
2
EAM
2
Edge Asset Management
Washington
$80.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$442M
4
FPP
4
Findlay Park Partners
United Kingdom
$84.4M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$32.5M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$39.6M
2
IG
2
ING Group
Netherlands
$181M
3
CIC
3
Chilton Investment Company
Connecticut
$44.5M
4
LPLP
4
Lansdowne Partners Limited Partnership
United Kingdom
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
201
TCI Wealth Advisors
Arizona
$13K +$283 +14 +2%
ST
202
Spot Trading
Illinois
$12K -$1.07M -50,164 -99%
S
203
SignatureFD
Georgia
$10K – – –
TRCT
204
Tower Research Capital (TRC)
New York
$10K – – –
M&T Bank
205
M&T Bank
New York
$8K – – –
DSC
206
Duncker Streett & Co
Missouri
$8K – – –
PSUF
207
People's United Financial
Connecticut
$4K +$4K +175 New
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$2K -$3.91K -180 -66%
BBHC
209
Brown Brothers Harriman & Co
New York
$1K -$1.94K -66 -66%
FA
210
Financial Advantage
Maryland
$1K – – –
LPLP
211
Lansdowne Partners Limited Partnership
United Kingdom
– -$19.3M -979,214 Closed
LG
212
Leuthold Group
Minnesota
– -$2.16M -110,002 Closed
Wellington Management Group
213
Wellington Management Group
Massachusetts
– -$1.22M -62,200 Closed
William Blair & Company
214
William Blair & Company
Illinois
– -$883K -44,910 Closed
CG
215
Clinton Group
New York
– -$857K -43,603 Closed
NCCM
216
Nine Chapters Capital Management
New Jersey
– -$521K -26,500 Closed
Geode Capital Management
217
Geode Capital Management
Massachusetts
– -$458K -23,277 Closed
HIM
218
Hillsdale Investment Management
Ontario, Canada
– -$318K -16,180 Closed
WS
219
Wedbush Securities
California
– -$292K -14,869 Closed
ZCM
220
Zebra Capital Management
Connecticut
– -$218K -11,110 Closed
Bank of New York Mellon
221
Bank of New York Mellon
New York
– -$203K -10,313 Closed
Fisher Asset Management
222
Fisher Asset Management
Washington
– -$197K -10,000 Closed
SSG
223
Summit Securities Group
New York
– -$61K -3,100 Closed
CFA
224
Camarda Financial Advisors
Florida
– -$3K -150 Closed
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