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KKR & Co
KKR

Overview Fund Activity

243 hedge funds and large institutions have $5.11B invested in KKR & Co in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+33
Holders Change %
+15.71%
% of All Funds
7.06%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
59
Increased
75
Reduced
64
Closed
23
Calls
$144M
Puts
$38.3M
Net Calls
+$106M
Net Calls Change
+$44.1M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$338M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$670M
3
Morgan Stanley
3
Morgan Stanley
New York
$605M
4
CS
4
Credit Suisse
Switzerland
$124M
5
LPLP
5
Lansdowne Partners Limited Partnership
United Kingdom
$43.8M

Top Sellers

1
IG
1
ING Group
Netherlands
$40.4M
2
CLG
2
Cooperman Leon G
$39.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.93M
4
PI
4
Putnam Investments
Massachusetts
$81.6M
5
BG
5
BlackRock Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Fred Alger Management
New York
$266K – – –
CA
202
Cetera Advisors
Colorado
$259K +$259K +10,708 New
ECAM
203
East Coast Asset Management
Massachusetts
$254K +$254K +10,450 New
BPC
204
Banque Pictet & Cie
Switzerland
$248K +$248K +10,190 New
BFA
205
Beaumont Financial Advisors
Massachusetts
$243K – – –
HCM
206
Hollencrest Capital Management
California
$241K +$241K +9,894 New
WSCM
207
Wellington Shields Capital Management
New York
$235K -$716K -29,400 -75%
TC
208
TFS Capital
Pennsylvania
$232K -$158K -6,489 -41%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$219K +$219K +9,000 New
BRWA
210
B. Riley Wealth Advisors
Florida
$215K -$262K -10,739 -55%
MWNA
211
Marshall Wace North America
New York
$168K -$1.13M -46,267 -87%
California Public Employees Retirement System
212
California Public Employees Retirement System
California
$159K +$159K +6,500 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$129K – – –
MFS
214
MSI Financial Services
Massachusetts
$127K +$59.2K +2,425 +87%
ClearBridge Investments
215
ClearBridge Investments
New York
$73K – – –
ST
216
Spot Trading
Illinois
$65K +$51.2K +2,094 +373%
BPBT
217
Boston Private Bank & Trust
Massachusetts
$57K +$24.4K +1,000 +75%
PMFA
218
Plante Moran Financial Advisors
Michigan
$50K +$50K +2,042 New
JIC
219
Joel Isaacson & Co
New York
$49K – – –
FMT
220
First Mercantile Trust
Tennessee
$43K +$43K +1,764 New
RNS
221
Robert N. Shapiro
$38K – – –
DADC
222
D.A. Davidson & Co
Montana
$38K – – –
MWP
223
MYCIO Wealth Partners
Pennsylvania
$37K +$37K +1,500 New
SSB
224
Sandy Spring Bank
Maryland
$32K +$32K +1,300 New
TRCT
225
Tower Research Capital (TRC)
New York
$29K +$16.9K +700 +140%
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9
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