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KKR & Co
KKR

Overview Fund Activity

253 hedge funds and large institutions have $5.26B invested in KKR & Co in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
7.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
32
Increased
97
Reduced
74
Closed
18
Calls
$41.3M
Puts
$49.2M
Net Calls
-$7.81M
Net Calls Change
-$114M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$667M
2
Deutsche Bank
2
Deutsche Bank
Germany
$239M
3
Select Equity Group
3
Select Equity Group
New York
$109M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$76.6M
5
CS
5
Credit Suisse
Switzerland
$150M

Top Sellers

1
CLG
1
Cooperman Leon G
$0
2
CA
2
Commerzbank Aktiengesellschaft
Germany
$286M
3
Bank of America
3
Bank of America
North Carolina
$48.9M
4
WRF
4
Waddell & Reed Financial
Kansas
$309M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$667M +$98.8M +4,325,595 +17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$618M -$11.2M -488,700 -2%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$446M – – –
WRF
4
Waddell & Reed Financial
Kansas
$309M -$19M -832,050 -6%
CA
5
Commerzbank Aktiengesellschaft
Germany
$286M -$33.9M -1,482,364 -11%
Deutsche Bank
6
Deutsche Bank
Germany
$239M +$84.4M +3,694,912 +55%
CS
7
Credit Suisse
Switzerland
$150M +$33.5M +1,468,589 +29%
AI
8
Ariel Investments
Illinois
$149M +$825K +36,128 +0.6%
FPP
9
Findlay Park Partners
United Kingdom
$146M +$22.8M +1,000,000 +19%
GC
10
GMT Capital
Georgia
$113M -$7.86M -344,200 -7%
Select Equity Group
11
Select Equity Group
New York
$109M +$57.2M +2,505,420 +111%
KKRC
12
Kohlberg Kravis Roberts & Co
New York
$107M – – –
WBC
13
Westpac Banking Corp
Australia
$91.2M +$13.7M +599,885 +18%
PI
14
Putnam Investments
Massachusetts
$85.7M +$9.12M +399,219 +12%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$76.6M +$40.5M +1,771,437 +112%
EAM
16
Edge Asset Management
Washington
$71.8M +$5.63M +246,466 +9%
ALA
17
Atherton Lane Advisers
California
$61.9M +$796K +34,865 +1%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$59.8M +$3.14M +137,300 +6%
RRC
19
Red Rocks Capital
Colorado
$57.9M +$2.37M +103,687 +4%
Goldman Sachs
20
Goldman Sachs
New York
$52.5M +$12.3M +536,489 +30%
Marshall Wace
21
Marshall Wace
United Kingdom
$51.7M +$51.7M +2,265,089 New
Bank of America
22
Bank of America
North Carolina
$48.9M -$26.2M -1,149,033 -35%
TG
23
TCW Group
California
$48.7M – – –
SAM
24
Serengeti Asset Management
New York
$45.7M – – –
CCG
25
Crescent Capital Group
California
$45.7M – – –
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