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KKR & Co
KKR

Overview Fund Activity

329 hedge funds and large institutions have $4.58B invested in KKR & Co in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 109 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-12
Holders Change %
-3.52%
% of All Funds
9.2%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.34%
New
34
Increased
111
Reduced
109
Closed
42
Calls
$105M
Puts
$74M
Net Calls
+$31.1M
Net Calls Change
+$25.4M

Top Buyers

1
GC
1
GMT Capital
Georgia
$112M
2
Morgan Stanley
2
Morgan Stanley
New York
$525M
3
TG
3
TCW Group
California
$38.2M
4
Ameriprise
4
Ameriprise
Minnesota
$46.1M
5
TIM
5
Thornburg Investment Management
New Mexico
$168M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$31M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.59M
3
RIM
3
Ranger International Management
Illinois
$0
4
IG
4
ING Group
Netherlands
$157M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$679M +$12.8M +762,919 +2%
Morgan Stanley
2
Morgan Stanley
New York
$525M +$45.5M +2,713,205 +9%
LPVHS
3
Lexington Partners VI Holdings Sub
New York
$227M – – –
FPP
4
Findlay Park Partners
United Kingdom
$185M – – –
Deutsche Bank
5
Deutsche Bank
Germany
$182M -$1.38M -82,206 -0.8%
TIM
6
Thornburg Investment Management
New Mexico
$168M +$33.1M +1,973,431 +25%
IG
7
ING Group
Netherlands
$157M -$23.1M -1,377,935 -13%
Citigroup
8
Citigroup
New York
$136M -$10.5M -626,813 -7%
AI
9
Ariel Investments
Illinois
$121M +$5.81M +346,125 +5%
GC
10
GMT Capital
Georgia
$112M +$82.8M +4,372,860 +279%
Bank of America
11
Bank of America
North Carolina
$105M -$6.17M -367,660 -6%
PI
12
Putnam Investments
Massachusetts
$98.5M +$4.61M +274,910 +5%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$94.6M +$1.28M +76,200 +1%
KKRC
14
Kohlberg Kravis Roberts & Co
New York
$78.3M – – –
EAM
15
Edge Asset Management
Washington
$69.4M -$1.76M -104,824 -2%
SCM
16
Sterling Capital Management
North Carolina
$54.8M -$285K -16,991 -0.5%
O
17
OppenheimerFunds
New York
$52.4M +$3.44M +205,125 +7%
CLM
18
ClearBridge LLC (Maryland)
Maryland
$50M – – –
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$48.4M +$7.77M +463,268 +19%
Principal Financial Group
20
Principal Financial Group
Iowa
$47.9M +$11.5M +686,253 +32%
Ameriprise
21
Ameriprise
Minnesota
$46.1M +$37M +2,205,262 +406%
AIM
22
Artemis Investment Management
United Kingdom
$44.4M +$17.2M +1,027,071 +63%
ALA
23
Atherton Lane Advisers
California
$43.7M -$446K -26,600 -1%
CAM
24
Coronation Asset Management
South Africa
$40.5M +$1.36M +80,899 +3%
CS
25
Credit Suisse
Switzerland
$40.2M -$18.5M -1,101,487 -31%
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