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KKR & Co
KKR

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in KKR & Co in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+26
Holders Change %
+8.64%
% of All Funds
8.73%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.56%
New
63
Increased
114
Reduced
91
Closed
32
Calls
$179M
Puts
$120M
Net Calls
+$59.3M
Net Calls Change
+$53.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$296M
2
SCM
2
Sterling Capital Management
North Carolina
$81M
3
IG
3
ING Group
Netherlands
$133M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.9M
5
Select Equity Group
5
Select Equity Group
New York
$80.9M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
CS
2
Credit Suisse
Switzerland
$85.8M
3
WBC
3
Westpac Banking Corp
Australia
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$638M
5
Deutsche Bank
5
Deutsche Bank
Germany
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$961M -$28.2M -1,215,158 -3%
Morgan Stanley
2
Morgan Stanley
New York
$638M -$88M -3,792,158 -12%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$406M – – –
BTS
4
BB&T Securities
Virginia
$296M +$287M +1,237,205 +3,218%
FPP
5
Findlay Park Partners
United Kingdom
$255M +$11M +474,300 +5%
Citigroup
6
Citigroup
New York
$217M -$224K -9,633 -0.1%
TIM
7
Thornburg Investment Management
New Mexico
$187M -$250K -10,751 -0.1%
Bank of America
8
Bank of America
North Carolina
$154M -$11.4M -490,276 -7%
AI
9
Ariel Investments
Illinois
$142M +$3.7M +159,240 +3%
Deutsche Bank
10
Deutsche Bank
Germany
$138M -$81.5M -3,513,244 -37%
IG
11
ING Group
Netherlands
$133M +$47.9M +2,066,350 +57%
GC
12
GMT Capital
Georgia
$128M +$12.9M +580,360 +11%
PI
13
Putnam Investments
Massachusetts
$127M +$20.5M +885,020 +19%
KKRC
14
Kohlberg Kravis Roberts & Co
New York
$108M – – –
Neuberger Berman Group
15
Neuberger Berman Group
New York
$99.2M -$31.8M -1,371,582 -24%
EAM
16
Edge Asset Management
Washington
$95.3M +$8.97M +386,271 +10%
CS
17
Credit Suisse
Switzerland
$85.8M -$181M -7,810,075 -68%
OA
18
Omega Advisors
New York
$83.7M -$30.1M -1,295,000 -26%
SCM
19
Sterling Capital Management
North Carolina
$81M +$79.8M +3,440,292 +7,138%
Select Equity Group
20
Select Equity Group
New York
$80.9M +$23.5M +1,012,932 +41%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$77.5M +$970K +41,800 +1%
UBS Group
22
UBS Group
Switzerland
$71.9M +$71.9M +3,097,471 New
CLM
23
ClearBridge LLC (Maryland)
Maryland
$70.7M +$4.48M +193,220 +7%
RRC
24
Red Rocks Capital
Colorado
$68.5M -$3M -129,408 -4%
ALA
25
Atherton Lane Advisers
California
$64.3M +$784K +33,790 +1%
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