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KKR & Co
KKR

Overview Fund Activity

293 hedge funds and large institutions have $3.76B invested in KKR & Co in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-11
Holders Change %
-3.62%
% of All Funds
7.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
20
Increased
99
Reduced
95
Closed
27
Calls
$76.3M
Puts
$29.9M
Net Calls
+$46.5M
Net Calls Change
+$13.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$160M
2
GC
2
GMT Capital
Georgia
$74.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$201M
4
AIM
4
Artemis Investment Management
United Kingdom
$70.3M
5
UBS Group
5
UBS Group
Switzerland
$83.9M

Top Sellers

1
SMH
1
Sanders Morris Harris
Texas
$745K
2
FPP
2
Findlay Park Partners
United Kingdom
$94.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$46.9M
4
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$0
5
CCG
5
Crescent Capital Group
California
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$570M -$5.63M -394,700 -1%
Morgan Stanley
2
Morgan Stanley
New York
$201M +$36M +2,523,505 +22%
LA
3
Lexington Advisors
New York
$193M – – –
Bank of America
4
Bank of America
North Carolina
$160M +$92.1M +6,456,767 +135%
PI
5
Putnam Investments
Massachusetts
$157M -$7.19M -503,946 -4%
AI
6
Ariel Investments
Illinois
$152M -$91.9K -6,448 -0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$146M -$11.8M -824,968 -7%
Capital Research Global Investors
8
Capital Research Global Investors
California
$144M +$16.1M +1,132,470 +13%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$116M -$5.12M -359,012 -4%
TIM
10
Thornburg Investment Management
New Mexico
$97.9M -$2M -140,516 -2%
FPP
11
Findlay Park Partners
United Kingdom
$94.5M -$79.5M -5,578,420 -46%
UBS Group
12
UBS Group
Switzerland
$83.9M +$17.7M +1,241,211 +27%
BC
13
Brookfield Corp
Ontario, Canada
$80.8M +$408K +28,587 +0.5%
EAM
14
Edge Asset Management
Washington
$79.5M -$695K -48,732 -0.9%
GC
15
GMT Capital
Georgia
$74.1M +$58.5M +5,199,560 +375%
IG
16
ING Group
Netherlands
$71.4M -$1.24M -88,133 -2%
AIM
17
Artemis Investment Management
United Kingdom
$70.3M +$19M +1,331,538 +37%
O
18
OppenheimerFunds
New York
$60.4M +$1.68M +117,975 +3%
SAMH
19
Shanda Asset Management Holdings
British Virgin Islands
$51.8M -$14.2M -995,945 -22%
CFM
20
Coronation Fund Managers
South Africa
$50.7M -$3.51M -246,395 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$46.9M -$61.4M -4,307,676 -57%
CLM
22
ClearBridge LLC (Maryland)
Maryland
$43.5M +$421K +29,550 +1%
Wells Fargo
23
Wells Fargo
California
$40.9M +$3.71M +260,122 +10%
Principal Financial Group
24
Principal Financial Group
Iowa
$39M -$861K -60,356 -2%
Goldman Sachs
25
Goldman Sachs
New York
$37.4M +$5.04M +353,541 +16%
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