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KKR & Co
KKR

Overview Fund Activity

312 hedge funds and large institutions have $5.33B invested in KKR & Co in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.78%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
38
Increased
75
Reduced
115
Closed
28
Calls
$189M
Puts
$28.6M
Net Calls
+$161M
Net Calls Change
+$60.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.02B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$49.4M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M
4
DSA
4
Davis Selected Advisers
Arizona
$41.8M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$168M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$0
2
LCS
2
Levin Capital Strategies
New York
$15.8M
3
Citigroup
3
Citigroup
New York
$125M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$127M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
201
BB&T Securities
Virginia
$339K -$445K -24,430 -57%
CFA
202
Carroll Financial Associates
North Carolina
$337K +$18 +1 +0%
GIM
203
Guardian Investment Management
California
$337K +$337K +18,500 New
LIA
204
LS Investment Advisors
Michigan
$328K – – –
AAM
205
AR Asset Management
California
$328K – – –
CAN
206
Cetera Advisor Networks
California
$326K -$4.9K -271 -1%
BBHC
207
Brown Brothers Harriman & Co
New York
$325K – – –
HCM
208
Hollencrest Capital Management
California
$324K – – –
AL
209
Airain Ltd
Guernsey
$321K -$2.77M -152,055 -90%
DBT
210
Dubuque Bank & Trust
Iowa
$314K +$314K +17,245 New
US Bancorp
211
US Bancorp
Minnesota
$310K -$36.4K -2,000 -11%
SPC
212
Sigma Planning Corp
Michigan
$309K -$2.62K -144 -0.8%
BT
213
Beacon Trust
New Jersey
$306K – – –
DADC
214
D.A. Davidson & Co
Montana
$300K -$149K -8,200 -33%
BA
215
Bristol Advisors
Pennsylvania
$294K -$45.7K -2,500 -13%
LW
216
Linscomb Wealth
Texas
$294K +$948 +52 +0.3%
KeyBank National Association
217
KeyBank National Association
Ohio
$292K -$121K -6,651 -29%
DWM
218
Destination Wealth Management
California
$292K -$9.13K -500 -3%
FSA
219
Franklin Street Advisors
North Carolina
$292K – – –
CCM
220
Compton Capital Management
Rhode Island
$280K +$3.15K +173 +1%
CG
221
Caprock Group
Idaho
$279K – – –
MWP
222
MYCIO Wealth Partners
Pennsylvania
$273K – – –
BF
223
BOK Financial
Oklahoma
$272K +$12.8K +701 +5%
BAM
224
Brave Asset Management
New Jersey
$255K -$128K -7,000 -33%
FCH
225
Freestone Capital Holdings
Washington
$252K – – –
7 8
9
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