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KKR & Co
KKR

Overview Fund Activity

210 hedge funds and large institutions have $4.05B invested in KKR & Co in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
6.81%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.45%
New
20
Increased
80
Reduced
68
Closed
14
Calls
$84.8M
Puts
$23M
Net Calls
+$61.8M
Net Calls Change
-$6.82M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$62.5M
2
EAM
2
Edge Asset Management
Washington
$80.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$442M
4
FPP
4
Findlay Park Partners
United Kingdom
$84.4M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$32.5M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$39.6M
2
IG
2
ING Group
Netherlands
$181M
3
CIC
3
Chilton Investment Company
Connecticut
$44.5M
4
LPLP
4
Lansdowne Partners Limited Partnership
United Kingdom
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M +$12M +581,093 +3%
Morgan Stanley
2
Morgan Stanley
New York
$442M +$25.8M +1,252,131 +6%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$408M – – –
WRF
4
Waddell & Reed Financial
Kansas
$296M -$16.2M -785,540 -5%
IG
5
ING Group
Netherlands
$181M -$35M -1,701,000 -16%
AI
6
Ariel Investments
Illinois
$152M +$4.24M +206,130 +3%
Deutsche Bank
7
Deutsche Bank
Germany
$139M -$18.1M -878,609 -12%
PI
8
Putnam Investments
Massachusetts
$96.5M +$5.98M +290,768 +7%
KKRC
9
Kohlberg Kravis Roberts & Co
New York
$96.1M – – –
GC
10
GMT Capital
Georgia
$89.3M – – –
FPP
11
Findlay Park Partners
United Kingdom
$84.4M +$25.7M +1,248,724 +44%
EAM
12
Edge Asset Management
Washington
$80.7M +$59.5M +2,925,972 +281%
Bank of America
13
Bank of America
North Carolina
$78.9M +$3.02M +146,540 +4%
WBC
14
Westpac Banking Corp
Australia
$77.9M +$8.32M +404,272 +12%
CLG
15
Cooperman Leon G
$63.7M – – –
CA
16
Commerzbank Aktiengesellschaft
Germany
$62.5M +$61.7M +2,997,020 +7,219%
ALA
17
Atherton Lane Advisers
California
$54.9M -$158K -7,670 -0.3%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$51.2M +$18.2M +883,400 +55%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$48.4M +$15.3M +744,790 +46%
RRC
20
Red Rocks Capital
Colorado
$46.4M -$232K -11,250 -0.5%
RA
21
Royce & Associates
New York
$44.7M -$296K -14,360 -0.7%
CIC
22
Chilton Investment Company
Connecticut
$44.5M -$28.7M -1,394,861 -39%
Select Equity Group
23
Select Equity Group
New York
$43.8M +$10.1M +491,893 +30%
American Century Companies
24
American Century Companies
Missouri
$43.2M -$2.35M -114,070 -5%
SAM
25
Serengeti Asset Management
New York
$42.2M -$11.3M -550,000 -21%
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