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KKR & Co
KKR

Overview Fund Activity

341 hedge funds and large institutions have $6B invested in KKR & Co in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 99 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+20
Holders Change %
+6.23%
% of All Funds
9.2%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.46%
New
38
Increased
126
Reduced
99
Closed
16
Calls
$112M
Puts
$107M
Net Calls
+$5.75M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$653M
2
IG
2
ING Group
Netherlands
$246M
3
Deutsche Bank
3
Deutsche Bank
Germany
$250M
4
Citigroup
4
Citigroup
New York
$199M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$49.6M

Top Sellers

1
LPVHS
1
Lexington Partners VI Holdings Sub
New York
$309M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$39.6M
3
OA
3
Omega Advisors
New York
$60.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$12.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$908M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$908M -$22.8M -997,291 -2%
Morgan Stanley
2
Morgan Stanley
New York
$653M +$73.8M +3,231,802 +13%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$309M -$45.7M -2,000,000 -13%
FPP
4
Findlay Park Partners
United Kingdom
$251M +$1.14M +50,000 +0.5%
Deutsche Bank
5
Deutsche Bank
Germany
$250M +$55.8M +2,441,350 +29%
IG
6
ING Group
Netherlands
$246M +$62M +2,713,184 +34%
Citigroup
7
Citigroup
New York
$199M +$52.7M +2,305,109 +36%
TIM
8
Thornburg Investment Management
New Mexico
$184M -$80.4K -3,517 -0%
AI
9
Ariel Investments
Illinois
$156M +$13.7M +599,020 +10%
Bank of America
10
Bank of America
North Carolina
$152M +$6.84M +299,231 +5%
PI
11
Putnam Investments
Massachusetts
$128M +$6.04M +264,464 +5%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$127M +$6.16M +269,688 +5%
KKRC
13
Kohlberg Kravis Roberts & Co
New York
$107M – – –
EAM
14
Edge Asset Management
Washington
$96.9M +$492K +21,538 +0.5%
CS
15
Credit Suisse
Switzerland
$79.9M +$5.14M +225,076 +7%
Select Equity Group
16
Select Equity Group
New York
$78.6M – – –
SCM
17
Sterling Capital Management
North Carolina
$75M -$1.63M -71,494 -2%
CLM
18
ClearBridge LLC (Maryland)
Maryland
$68.1M -$1.48M -64,940 -2%
UBS Group
19
UBS Group
Switzerland
$67.2M -$4.86M -212,648 -7%
O
20
OppenheimerFunds
New York
$66.7M +$4.29M +187,800 +7%
OA
21
Omega Advisors
New York
$60.7M -$40.6M -1,776,015 -40%
ALA
22
Atherton Lane Advisers
California
$60.1M -$3.31M -144,823 -5%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$55.4M +$2.08M +91,234 +4%
CAM
24
Coronation Asset Management
South Africa
$53.3M +$4.41M +192,985 +9%
RRC
25
Red Rocks Capital
Colorado
$51.3M -$7.05M -308,366 -12%
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