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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMT
201
Select Asset Management & Trust
Pennsylvania
$477K -$219K -9,450 -32%
UR
202
USCA RIA
Texas
$475K -$18K -775 -4%
WSCM
203
Wellington Shields Capital Management
New York
$473K +$249K +10,750 +111%
SA
204
Strategic Advisors
New York
$472K -$75.6K -3,255 -14%
AAP
205
Ardsley Advisory Partners
Connecticut
$464K +$464K +20,000 New
WS
206
Wedbush Securities
California
$454K -$903K -38,886 -67%
BCCM
207
Blue Clay Capital Management
Minnesota
$454K +$454K +19,580 New
CCM
208
Compton Capital Management
Rhode Island
$447K – – –
AF
209
Affiance Financial
Minnesota
$442K +$442K +19,030 New
TFA
210
Transamerica Financial Advisors
Florida
$441K +$102K +4,378 +30%
DADC
211
D.A. Davidson & Co
Montana
$441K +$276K +11,926 +167%
AI
212
Atria Investments
North Carolina
$440K +$440K +18,940 New
SPC
213
Sigma Planning Corp
Michigan
$430K +$430K +18,531 New
CL
214
CFS LLC
Oklahoma
$426K -$2.76M -118,900 -87%
SWP
215
Stratos Wealth Partners
Ohio
$426K +$43.4K +1,872 +11%
CFS
216
Commonwealth Financial Services
West Virginia
$423K +$423K +18,245 New
CAN
217
Cetera Advisor Networks
California
$421K +$69.3K +2,966 +20%
Credit Agricole
218
Credit Agricole
France
$419K -$391K -16,600 -48%
RL
219
Ruffer LLP
United Kingdom
$418K – – –
AWCI
220
Alpine Woods Capital Investors
New York
$416K -$209K -9,000 -33%
BBHC
221
Brown Brothers Harriman & Co
New York
$414K – – –
Northern Trust
222
Northern Trust
Illinois
$407K -$49.6K -2,137 -11%
MSTVIM
223
Messner & Smith Theme Value Investment Management
California
$400K -$19.7K -850 -5%
CAL
224
Capital Analysts LLC
Pennsylvania
$400K +$400K +17,215 New
GT
225
Glenmede Trust
Pennsylvania
$396K +$107K +4,625 +37%
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9
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