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KKR & Co
KKR

Overview Fund Activity

303 hedge funds and large institutions have $3.98B invested in KKR & Co in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-14
Holders Change %
-4.42%
% of All Funds
8.09%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
36
Increased
109
Reduced
97
Closed
45
Calls
$134M
Puts
$29.9M
Net Calls
+$104M
Net Calls Change
+$57.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$91.8M
2
CS
2
Credit Suisse
Switzerland
$136M
3
GC
3
GMT Capital
Georgia
$65M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$126M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$137M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
IG
2
ING Group
Netherlands
$91.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$43M
4
Citigroup
4
Citigroup
New York
$38.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$614M – – –
LA
2
Lexington Advisors
New York
$198M – – –
FPP
3
Findlay Park Partners
United Kingdom
$179M +$6.66M +453,420 +4%
PI
4
Putnam Investments
Massachusetts
$174M -$13.2M -897,574 -7%
Morgan Stanley
5
Morgan Stanley
New York
$165M -$193M -13,164,318 -54%
AI
6
Ariel Investments
Illinois
$151M +$29.8M +2,030,755 +25%
TIM
7
Thornburg Investment Management
New Mexico
$145M -$20.8M -1,418,600 -13%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$137M +$38.5M +2,618,430 +39%
CS
9
Credit Suisse
Switzerland
$136M +$67.5M +4,593,596 +99%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$126M +$38.8M +2,638,000 +44%
Deutsche Bank
11
Deutsche Bank
Germany
$126M -$23.7M -1,611,433 -16%
Capital Research Global Investors
12
Capital Research Global Investors
California
$91.8M +$91.8M +6,251,089 New
IG
13
ING Group
Netherlands
$91.2M -$52.8M -3,600,200 -37%
UBS Group
14
UBS Group
Switzerland
$73.5M +$3.29M +224,263 +5%
Bank of America
15
Bank of America
North Carolina
$70.8M -$4.23M -287,676 -6%
EAM
16
Edge Asset Management
Washington
$69M +$8.56M +582,873 +14%
KKRC
17
Kohlberg Kravis Roberts & Co
New York
$68.6M – – –
GC
18
GMT Capital
Georgia
$65M +$43.2M +2,938,060 +198%
CAM
19
Coronation Asset Management
South Africa
$54.6M +$13.3M +906,404 +32%
O
20
OppenheimerFunds
New York
$52.6M +$6.34M +431,345 +14%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.2M +$13M +898,599 +39%
CLM
22
ClearBridge LLC (Maryland)
Maryland
$44.4M – – –
AIM
23
Artemis Investment Management
United Kingdom
$44.2M +$4.09M +278,912 +10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$43M -$29.1M -1,980,839 -40%
Principal Financial Group
25
Principal Financial Group
Iowa
$41.1M -$283K -19,259 -0.7%
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