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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$91.8M
2
CS
Credit Suisse
Switzerland
$136M
3
GC
GMT Capital
Georgia
$65M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$165M
2
IG
ING Group
Netherlands
$91.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
Citigroup
New York
$38.8M
5
Deutsche Bank
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
201
Bank of New York Mellon
New York
$330K -$17.4K -1,182 -5%
RJT
202
Raymond James Trust
Florida
$327K +$19.9K +1,350 +6%
SB
203
Suntrust Banks
Georgia
$322K -$72.7K -4,984 -18%
GJIC
204
Gamble Jones Investment Counsel
California
$317K -$190K -12,881 -37%
FCCM
205
First City Capital Management
Georgia
$308K +$44 +3 +0%
CG
206
Caprock Group
Idaho
$306K +$306K +20,800 New
LIM
207
Leavell Investment Management
Alabama
$305K -$44K -3,000 -13%
BP
208
BBR Partners
New York
$294K – – –
Axa
209
Axa
France
$293K – – –
MFS
210
MSI Financial Services
Massachusetts
$288K -$31.8K -2,163 -10%
US Bancorp
211
US Bancorp
Minnesota
$279K +$58.7K +4,000 +27%
CFA
212
Camarda Financial Advisors
Florida
$277K +$174K +11,861 +170%
FTCM
213
First Trust Capital Management
Illinois
$275K +$275K +18,750 New
BBHC
214
Brown Brothers Harriman & Co
New York
$272K – – –
TH
215
Timber Hill
Connecticut
$267K +$267K +18,204 New
LIA
216
LS Investment Advisors
Michigan
$265K – – –
AAM
217
AR Asset Management
California
$264K +$264K +18,000 New
HCM
218
Hollencrest Capital Management
California
$261K +$88 +6 +0%
GW
219
GW & Wade
Massachusetts
$259K +$8.66K +590 +3%
FCH
220
Freestone Capital Holdings
Washington
$256K +$52.4K +3,565 +26%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$251K -$38.7K -2,637 -13%
SPC
222
Sigma Planning Corp
Michigan
$250K +$8.49K +578 +4%
BT
223
Beacon Trust
New Jersey
$249K +$73.3K +5,000 +42%
First Manhattan
224
First Manhattan
New York
$245K – – –
CCM
225
Compton Capital Management
Rhode Island
$244K +$2.94K +200 +1%
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