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KKR & Co

321 hedge funds and large institutions have $5.9B invested in KKR & Co in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-6
Holders Change %
-1.83%
% of All Funds
8.56%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.45%
New
31
Increased
136
Reduced
77
Closed
33
Calls
$80.7M
Puts
$93M
Net Calls
-$12.4M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$929M -$15.1M -664,064 -2%
Morgan Stanley
2
Morgan Stanley
New York
$578M -$48.7M -2,137,155 -8%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$354M -$45.6M -2,000,000 -11%
BTS
4
BB&T Securities
Virginia
$300M +$9.28M +40,673 +3%
FPP
5
Findlay Park Partners
United Kingdom
$250M -$1.14M -50,000 -0.5%
Deutsche Bank
6
Deutsche Bank
Germany
$194M +$58.8M +2,578,379 +43%
IG
7
ING Group
Netherlands
$184M +$53.1M +2,327,935 +41%
TIM
8
Thornburg Investment Management
New Mexico
$183M -$420K -18,401 -0.2%
Citigroup
9
Citigroup
New York
$146M -$66.8M -2,928,569 -31%
Bank of America
10
Bank of America
North Carolina
$145M -$6.44M -282,290 -4%
AI
11
Ariel Investments
Illinois
$143M +$2.92M +127,882 +2%
PI
12
Putnam Investments
Massachusetts
$122M -$2.77M -121,266 -2%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$121M +$44.6M +1,955,600 +59%
KKRC
14
Kohlberg Kravis Roberts & Co
New York
$106M
OA
15
Omega Advisors
New York
$101M +$18.8M +824,126 +23%
EAM
16
Edge Asset Management
Washington
$96.3M +$2.59M +113,542 +3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$81.8M -$15.8M -690,717 -16%
Select Equity Group
18
Select Equity Group
New York
$78.5M -$971K -42,550 -1%
SCM
19
Sterling Capital Management
North Carolina
$76.5M -$3.07M -134,709 -4%
CS
20
Credit Suisse
Switzerland
$74.6M -$9.66M -423,420 -11%
UBS Group
21
UBS Group
Switzerland
$71.9M +$1.24M +54,420 +2%
CLM
22
ClearBridge LLC (Maryland)
Maryland
$69.5M
ALA
23
Atherton Lane Advisers
California
$63.3M +$48.7K +2,135 +0.1%
O
24
OppenheimerFunds
New York
$62.3M +$4.49M +197,025 +8%
RRC
25
Red Rocks Capital
Colorado
$58.2M -$9.07M -397,517 -13%