KKR icon

KKR & Co
KKR

Overview Fund Activity

301 hedge funds and large institutions have $10.2B invested in KKR & Co in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
8.74%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
128
Reduced
81
Closed
29
Calls
$95.2M
Puts
$89.2M
Net Calls
+$5.91M
Net Calls Change
+$13.4M

Top Buyers

1
IG
1
ING Group
Netherlands
$81.3M
2
Citigroup
2
Citigroup
New York
$208M
3
PCM
3
Prentice Capital Management
Connecticut
$20.1M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$73.5M
5
PI
5
Putnam Investments
Massachusetts
$102M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$0
2
LPVHS
2
Lexington Partners VI Holdings Sub
New York
$390M
3
TG
3
TCW Group
California
$1.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
CS
5
Credit Suisse
Switzerland
$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Americafirst Capital Management
California
$4.28B +$4.28B +191,718 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$950M -$35.7K -1,600 -0%
Morgan Stanley
3
Morgan Stanley
New York
$698M -$40.8M -1,830,574 -6%
LPVHS
4
Lexington Partners VI Holdings Sub
New York
$390M -$44.6M -2,000,000 -10%
CS
5
Credit Suisse
Switzerland
$257M -$26.5M -1,186,147 -9%
FPP
6
Findlay Park Partners
United Kingdom
$235M +$12.1M +540,950 +5%
Deutsche Bank
7
Deutsche Bank
Germany
$211M +$8.98M +402,534 +4%
Citigroup
8
Citigroup
New York
$208M +$21.7M +971,585 +12%
TIM
9
Thornburg Investment Management
New Mexico
$180M +$8.36M +375,000 +5%
Bank of America
10
Bank of America
North Carolina
$159M -$14M -625,638 -8%
AI
11
Ariel Investments
Illinois
$133M +$1.89M +84,750 +1%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$126M -$2.64M -118,396 -2%
GC
13
GMT Capital
Georgia
$115M +$7.02M +314,900 +7%
WBC
14
Westpac Banking Corp
Australia
$113M +$11M +494,497 +11%
OA
15
Omega Advisors
New York
$109M +$109M +4,901,622 New
KKRC
16
Kohlberg Kravis Roberts & Co
New York
$104M – – –
PI
17
Putnam Investments
Massachusetts
$102M +$12.6M +564,194 +14%
EAM
18
Edge Asset Management
Washington
$83M +$2.91M +130,616 +4%
IG
19
ING Group
Netherlands
$81.3M +$49.7M +2,228,200 +157%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$73.5M +$15.2M +682,900 +26%
U
21
UBS
Switzerland
$70.6M +$11.8M +527,978 +20%
RRC
22
Red Rocks Capital
Colorado
$68.7M +$3.71M +166,289 +6%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$63.6M +$9.27M +415,560 +17%
ALA
24
Atherton Lane Advisers
California
$61.1M -$14.3K -642 -0%
Select Equity Group
25
Select Equity Group
New York
$55.1M -$524K -23,477 -0.9%
1
2 3 4 5