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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$371K +$266K +17,091 +253%
SWP
202
Stratos Wealth Partners
Ohio
$370K +$20.8K +1,330 +6%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$369K +$21K +1,345 +6%
KeyBank National Association
204
KeyBank National Association
Ohio
$360K -$6.83K -438 -2%
SM
205
Salzhauer Michael
$359K – – –
SAM
206
Silvercrest Asset Management
New York
$355K +$7.79K +500 +2%
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$354K +$354K +22,728 New
MNBTD
208
Moody National Bank Trust Division
Texas
$351K – – –
ANRIA
209
American National Registered Investment Advisor
Texas
$351K – – –
MFS
210
MSI Financial Services
Massachusetts
$339K +$86.1K +5,529 +34%
FCCM
211
First City Capital Management
Georgia
$327K +$94 +6 +0%
RJT
212
Raymond James Trust
Florida
$326K +$104K +6,640 +47%
BRWA
213
B. Riley Wealth Advisors
Florida
$314K -$13.4K -858 -4%
BP
214
BBR Partners
New York
$312K – – –
TAM
215
Tocqueville Asset Management
New York
$311K -$218K -14,000 -41%
Axa
216
Axa
France
$311K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$308K -$58.6K -3,754 -16%
Jane Street
218
Jane Street
New York
$307K +$307K +19,692 New
TFA
219
Transamerica Financial Advisors
Florida
$293K – – –
BBHC
220
Brown Brothers Harriman & Co
New York
$289K +$10.9K +700 +4%
SAM
221
SignalPoint Asset Management
Missouri
$289K +$289K +18,568 New
LIA
222
LS Investment Advisors
Michigan
$281K +$120K +7,710 +75%
AWCI
223
Alpine Woods Capital Investors
New York
$279K – – –
V
224
Veritable
Delaware
$278K +$21.5K +1,378 +8%
HCM
225
Hollencrest Capital Management
California
$277K +$277K +17,780 New
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9
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