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KKR & Co
KKR

Overview Fund Activity

253 hedge funds and large institutions have $5.26B invested in KKR & Co in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
7.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
32
Increased
97
Reduced
74
Closed
18
Calls
$41.3M
Puts
$49.2M
Net Calls
-$7.81M
Net Calls Change
-$114M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$667M
2
Deutsche Bank
2
Deutsche Bank
Germany
$239M
3
Select Equity Group
3
Select Equity Group
New York
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$76.6M
5
CS
5
Credit Suisse
Switzerland
$150M

Top Sellers

1
CLG
1
Cooperman Leon G
$0
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$286M
3
Bank of America
3
Bank of America
North Carolina
$48.9M
4
WRF
4
Waddell & Reed Financial
Kansas
$309M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
201
Group One Trading
Illinois
$300K +$300K +13,129 New
SAM
202
Strategy Asset Managers
California
$292K +$24.4K +1,070 +9%
DSC
203
Duncker Streett & Co
Missouri
$279K +$2.29K +100 +0.8%
KJHP
204
K.J. Harrison & Partners
Ontario, Canada
$273K – – –
GT
205
Glenmede Trust
Pennsylvania
$268K -$4.54K -200 -2%
SC
206
Sumit Capital
New York
$264K -$134K -5,857 -34%
DWT
207
Dorsey & Whitney Trust
South Dakota
$252K – – –
TNBTD
208
Trustmark National Bank Trust Department
Mississippi
$251K -$6.85K -300 -3%
FAM
209
Fred Alger Management
New York
$250K – – –
ECAM
210
East Coast Asset Management
Massachusetts
$239K – – –
Bank of New York Mellon
211
Bank of New York Mellon
New York
$235K -$445K -19,476 -65%
CB
212
Chemical Bank
Michigan
$235K +$235K +10,300 New
BRWA
213
B. Riley Wealth Advisors
Florida
$233K +$31.4K +1,375 +16%
BFA
214
Beaumont Financial Advisors
Massachusetts
$228K – – –
PGIM
215
Pacific Global Investment Management
California
$223K +$223K +9,773 New
WSCM
216
Wellington Shields Capital Management
New York
$220K – – –
HCM
217
Hollencrest Capital Management
California
$211K -$15.3K -667 -7%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$206K – – –
T
219
TradeWorx
New Jersey
$205K +$205K +8,958 New
MFS
220
MSI Financial Services
Massachusetts
$163K +$44.1K +1,932 +37%
FWM
221
Focused Wealth Management
New York
$148K +$148K +6,489 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$132K +$11.4K +500 +9%
PCM
223
Prelude Capital Management
New York
$130K -$125K -5,500 -49%
BKBG
224
BHF Kleinwort Benson Group
Belgium
$120K +$120K +6,750 New
FCCM
225
First City Capital Management
Georgia
$92.6K +$92.6K +4,055 New
7 8
9
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