KKR icon

KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $6.7B invested in KKR & Co in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 122 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+40
Holders Change %
+15.81%
% of All Funds
8.43%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
69
Increased
122
Reduced
60
Closed
28
Calls
$69.6M
Puts
$77.1M
Net Calls
-$7.51M
Net Calls Change
+$297K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B
2
TIM
2
Thornburg Investment Management
New Mexico
$187M
3
Citigroup
3
Citigroup
New York
$204M
4
CS
4
Credit Suisse
Switzerland
$309M
5
Bank of America
5
Bank of America
North Carolina
$188M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$317K
2
WRF
2
Waddell & Reed Financial
Kansas
$214M
3
Select Equity Group
3
Select Equity Group
New York
$60.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$20.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B +$379M +15,558,785 +58%
Morgan Stanley
2
Morgan Stanley
New York
$806M +$95.5M +3,924,224 +13%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$475M – – –
CS
4
Credit Suisse
Switzerland
$309M +$149M +6,110,230 +93%
FPP
5
Findlay Park Partners
United Kingdom
$243M +$87.2M +3,584,750 +56%
Deutsche Bank
6
Deutsche Bank
Germany
$220M -$34.4M -1,414,018 -14%
WRF
7
Waddell & Reed Financial
Kansas
$214M -$115M -4,721,070 -35%
Citigroup
8
Citigroup
New York
$204M +$166M +6,817,989 +440%
Bank of America
9
Bank of America
North Carolina
$188M +$136M +5,599,181 +262%
TIM
10
Thornburg Investment Management
New Mexico
$187M +$170M +6,990,809 +999%
AI
11
Ariel Investments
Illinois
$143M -$16.2M -666,166 -10%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$140M +$58.7M +2,411,781 +72%
CLG
13
Cooperman Leon G
$124M +$124M +5,080,173 New
GC
14
GMT Capital
Georgia
$118M -$2.8M -115,000 -2%
KKRC
15
Kohlberg Kravis Roberts & Co
New York
$114M – – –
WBC
16
Westpac Banking Corp
Australia
$111M +$13.8M +568,188 +14%
PI
17
Putnam Investments
Massachusetts
$97.4M +$6.07M +249,309 +7%
EAM
18
Edge Asset Management
Washington
$87.3M +$10.9M +446,577 +14%
Goldman Sachs
19
Goldman Sachs
New York
$81.8M +$25.9M +1,063,544 +46%
RRC
20
Red Rocks Capital
Colorado
$70.9M +$9.14M +375,866 +15%
ALA
21
Atherton Lane Advisers
California
$66.6M +$640K +26,317 +1%
U
22
UBS
Switzerland
$64.2M +$22.7M +933,782 +55%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$63.6M -$148K -6,070 -0.2%
Select Equity Group
24
Select Equity Group
New York
$60.7M -$55.2M -2,268,584 -48%
CLM
25
ClearBridge LLC (Maryland)
Maryland
$59.3M +$22.1M +907,780 +59%
1
2 3 4 5