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KKR & Co
KKR

Overview Fund Activity

243 hedge funds and large institutions have $5.11B invested in KKR & Co in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+33
Holders Change %
+15.71%
% of All Funds
7.06%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
59
Increased
75
Reduced
64
Closed
23
Calls
$144M
Puts
$38.3M
Net Calls
+$106M
Net Calls Change
+$44.1M

Top Buyers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$338M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$670M
3
Morgan Stanley
3
Morgan Stanley
New York
$605M
4
CS
4
Credit Suisse
Switzerland
$124M
5
LPLP
5
Lansdowne Partners Limited Partnership
United Kingdom
$43.8M

Top Sellers

1
IG
1
ING Group
Netherlands
$40.4M
2
CLG
2
Cooperman Leon G
$39.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.93M
4
PI
4
Putnam Investments
Massachusetts
$81.6M
5
BG
5
BlackRock Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$670M +$121M +4,971,683 +22%
Morgan Stanley
2
Morgan Stanley
New York
$605M +$82.1M +3,372,664 +16%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$475M – – –
WRF
4
Waddell & Reed Financial
Kansas
$349M -$505K -20,730 -0.1%
CA
5
Commerzbank Aktiengesellschaft
Germany
$338M +$265M +10,976,200 +361%
Deutsche Bank
6
Deutsche Bank
Germany
$165M +$716K +29,404 +0.4%
AI
7
Ariel Investments
Illinois
$158M -$20.9M -860,617 -12%
FPP
8
Findlay Park Partners
United Kingdom
$131M +$31.6M +1,300,000 +32%
GC
9
GMT Capital
Georgia
$129M +$23.2M +952,800 +22%
CS
10
Credit Suisse
Switzerland
$124M +$77.6M +3,189,021 +166%
KKRC
11
Kohlberg Kravis Roberts & Co
New York
$114M – – –
WBC
12
Westpac Banking Corp
Australia
$82.5M -$9.64M -395,904 -10%
PI
13
Putnam Investments
Massachusetts
$81.6M -$32.5M -1,335,210 -28%
Bank of America
14
Bank of America
North Carolina
$80M -$13.3M -544,969 -14%
EAM
15
Edge Asset Management
Washington
$70.5M -$26.1M -1,070,663 -27%
ALA
16
Atherton Lane Advisers
California
$65.2M +$243K +10,000 +0.4%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$60.4M -$170K -7,000 -0.3%
RRC
18
Red Rocks Capital
Colorado
$59.2M +$4.37M +179,485 +8%
Select Equity Group
19
Select Equity Group
New York
$55M +$3.12M +128,128 +6%
SAM
20
Serengeti Asset Management
New York
$48.7M -$1.22M -50,000 -2%
CCG
21
Crescent Capital Group
California
$48.7M +$48.7M +2,000,000 New
RA
22
Royce & Associates
New York
$47.7M -$5.07M -208,200 -10%
LPLP
23
Lansdowne Partners Limited Partnership
United Kingdom
$43.8M +$43.8M +1,797,716 New
Goldman Sachs
24
Goldman Sachs
New York
$42.8M +$5.44M +223,684 +15%
U
25
UBS
Switzerland
$41.5M -$2.3M -94,645 -5%
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