KKR & Co
254 hedge funds and large institutions have $5.27B invested in KKR & Co in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 75 reducing their positions, and 18 closing their positions.
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
29% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 75
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
5% more funds holding
Funds holding: 243 → 254 (+11)
3.46% more ownership
Funds ownership: 73.35% → 76.8% (+3.5%)
3% more capital invested
Capital invested by funds: $5.13B → $5.27B (+$140M)
13% less call options, than puts
Call options by funds: $43.4M | Put options by funds: $50M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$105M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$89.5M |
| 3 |
Select Equity Group
New York
|
+$60.7M |
| 4 |
Neuberger Berman Group
New York
|
+$42.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLG
Cooperman Leon G
|
-$39.9M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$35.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$27.8M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$20.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.8M |
KKR Hedge Fund Activity: Q1 2014 in Review
254 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2014, worth a combined $5.27B — up 2.7% from $5.13B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new KKR positions and 18 closed out — a net gain of 15 holders — while 97 added to existing stakes and 75 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Cooperman Leon G, exiting entirely with an estimated $39.9M sold.
- 254 institutional investors held KKR & Co (KKR) as of Q1 2014, up from 243 in Q4 2013.
- Funds reported $5.27B of KKR & Co stock for Q1 2014, up 2.7% quarter-over-quarter.
- 33 funds opened new KKR & Co positions in Q1 2014 and 18 closed out, a net change of +15 holders.
- The largest KKR & Co buyer in Q1 2014 was Morgan Stanley, an estimated $105M added.
- The largest KKR & Co seller in Q1 2014 was Cooperman Leon G, an estimated $39.9M sold.
Based on aggregated 13F filings for Q1 2014.