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KKR & Co
KKR

Overview Fund Activity

304 hedge funds and large institutions have $3.3B invested in KKR & Co in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
8.12%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
30
Increased
97
Reduced
114
Closed
27
Calls
$58M
Puts
$25.4M
Net Calls
+$32.6M
Net Calls Change
-$71.7M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$69.6M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$111M
3
SAMH
3
Shanda Asset Management Holdings
British Virgin Islands
$57.2M
4
CCG
4
Crescent Capital Group
California
$49.9M
5
N
5
Natixis
France
$24.7M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$7.39M
2
GC
2
GMT Capital
Georgia
$17.1M
3
TIM
3
Thornburg Investment Management
New Mexico
$86.4M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20M
5
TAM
5
Toscafund Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$498M -$17.2M -1,390,700 -3%
LA
2
Lexington Advisors
New York
$167M – – –
FPP
3
Findlay Park Partners
United Kingdom
$151M – – –
Morgan Stanley
4
Morgan Stanley
New York
$142M +$3.52M +285,555 +3%
PI
5
Putnam Investments
Massachusetts
$142M -$4.08M -330,711 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$137M +$21.6M +1,751,448 +19%
AI
7
Ariel Investments
Illinois
$132M +$4.54M +367,854 +4%
Capital Research Global Investors
8
Capital Research Global Investors
California
$111M +$33.9M +2,748,911 +44%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$105M -$1.17M -95,010 -1%
Deutsche Bank
10
Deutsche Bank
Germany
$93.8M -$12.3M -997,058 -12%
TIM
11
Thornburg Investment Management
New Mexico
$86.4M -$35.5M -2,876,400 -29%
BC
12
Brookfield Corp
Ontario, Canada
$69.6M +$69.6M +5,639,589 New
EAM
13
Edge Asset Management
Washington
$69.4M +$11.4M +925,780 +20%
IG
14
ING Group
Netherlands
$63.8M -$12.9M -1,047,000 -17%
Bank of America
15
Bank of America
North Carolina
$59.1M -$415K -33,609 -0.7%
KKRC
16
Kohlberg Kravis Roberts & Co
New York
$57.6M – – –
UBS Group
17
UBS Group
Switzerland
$57.3M -$4.45M -360,399 -7%
SAMH
18
Shanda Asset Management Holdings
British Virgin Islands
$57.2M +$29M +2,352,517 +103%
O
19
OppenheimerFunds
New York
$50.8M +$6.6M +534,570 +15%
CCG
20
Crescent Capital Group
California
$49.9M +$25M +2,000,000 +100%
CFM
21
Coronation Fund Managers
South Africa
$46.9M +$46.9M +3,801,836 New
AIM
22
Artemis Investment Management
United Kingdom
$44.4M +$7.17M +581,083 +19%
LCS
23
Levin Capital Strategies
New York
$39M +$8.22M +666,026 +27%
CLM
24
ClearBridge LLC (Maryland)
Maryland
$37.3M – – –
Principal Financial Group
25
Principal Financial Group
Iowa
$34.5M -$90.7K -7,353 -0.3%
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