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KKR & Co
KKR

Overview Fund Activity

317 hedge funds and large institutions have $4.24B invested in KKR & Co in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
8.32%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
109
Reduced
117
Closed
50
Calls
$108M
Puts
$60.6M
Net Calls
+$47.1M
Net Calls Change
+$16M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$199M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$105M
3
UBS Group
3
UBS Group
Switzerland
$74.5M
4
CS
4
Credit Suisse
Switzerland
$72.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$76.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$381M
2
GC
2
GMT Capital
Georgia
$23.2M
3
Citigroup
3
Citigroup
New York
$68.5M
4
SCM
4
Sterling Capital Management
North Carolina
$12.4M
5
Ameriprise
5
Ameriprise
Minnesota
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$651M +$20.1M +1,287,744 +3%
Morgan Stanley
2
Morgan Stanley
New York
$381M -$107M -6,877,868 -22%
LA
3
Lexington Advisors
New York
$211M +$211M +13,507,310 New
PI
4
Putnam Investments
Massachusetts
$199M +$108M +6,897,964 +118%
FPP
5
Findlay Park Partners
United Kingdom
$183M +$11.7M +750,000 +7%
TIM
6
Thornburg Investment Management
New Mexico
$176M +$20.1M +1,290,865 +13%
Deutsche Bank
7
Deutsche Bank
Germany
$159M -$10.4M -669,622 -6%
IG
8
ING Group
Netherlands
$153M +$6.87M +440,908 +5%
AI
9
Ariel Investments
Illinois
$129M +$16.7M +1,073,935 +15%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$105M +$96.9M +6,214,805 +1,215%
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$93.1M +$5.15M +330,308 +6%
Bank of America
12
Bank of America
North Carolina
$79.6M -$18.1M -1,162,889 -19%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$76.5M +$31.5M +2,020,423 +70%
UBS Group
14
UBS Group
Switzerland
$74.5M +$38.5M +2,467,076 +107%
KKRC
15
Kohlberg Kravis Roberts & Co
New York
$72.8M – – –
CS
16
Credit Suisse
Switzerland
$72.2M +$34.8M +2,234,819 +93%
Citigroup
17
Citigroup
New York
$68.5M -$57.5M -3,686,298 -46%
EAM
18
Edge Asset Management
Washington
$64.2M -$327K -20,951 -0.5%
O
19
OppenheimerFunds
New York
$49.1M +$390K +25,035 +0.8%
CLM
20
ClearBridge LLC (Maryland)
Maryland
$47.1M +$604K +38,760 +1%
Principal Financial Group
21
Principal Financial Group
Iowa
$44M -$550K -35,267 -1%
CAM
22
Coronation Asset Management
South Africa
$43.8M +$6.12M +392,880 +16%
AIM
23
Artemis Investment Management
United Kingdom
$42.7M +$1.45M +92,869 +4%
ALA
24
Atherton Lane Advisers
California
$40.2M -$375K -24,050 -0.9%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$36.4M +$30.8M +1,974,091 +551%
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