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KKR & Co
KKR

Overview Fund Activity

305 hedge funds and large institutions have $4.18B invested in KKR & Co in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+12
Holders Change %
+4.1%
% of All Funds
7.64%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
47
Increased
88
Reduced
110
Closed
31
Calls
$144M
Puts
$43.5M
Net Calls
+$100M
Net Calls Change
+$53.5M

Top Buyers

1
Citigroup
1
Citigroup
New York
$148M
2
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$71.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$104M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$218M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$43.2M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$0
2
GC
2
GMT Capital
Georgia
$20.4M
3
IG
3
ING Group
Netherlands
$0
4
N
4
Natixis
France
$0
5
TG
5
TCW Group
California
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$622M +$6.46M +419,871 +1%
Morgan Stanley
2
Morgan Stanley
New York
$247M +$30.9M +2,008,235 +14%
Capital Research Global Investors
3
Capital Research Global Investors
California
$218M +$61.6M +4,003,190 +40%
LA
4
Lexington Advisors
New York
$204M -$3.39M -220,568 -2%
Bank of America
5
Bank of America
North Carolina
$167M -$6.34M -411,834 -4%
AI
6
Ariel Investments
Illinois
$159M -$4.67M -303,228 -3%
PI
7
Putnam Investments
Massachusetts
$154M -$16.2M -1,055,142 -10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$148M -$9.93M -645,468 -6%
Citigroup
9
Citigroup
New York
$148M +$109M +7,083,934 +280%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$123M -$2.97M -193,000 -2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$104M +$69.2M +4,525,170 +201%
TIM
12
Thornburg Investment Management
New Mexico
$102M -$4.03M -261,920 -4%
EAM
13
Edge Asset Management
Washington
$101M +$15.4M +1,002,561 +18%
BC
14
Brookfield Corp
Ontario, Canada
$100M +$12.7M +827,385 +15%
UBS Group
15
UBS Group
Switzerland
$78.9M -$11.6M -756,664 -13%
AIM
16
Artemis Investment Management
United Kingdom
$74.7M -$1.12M -72,705 -1%
Deutsche Bank
17
Deutsche Bank
Germany
$73.5M +$22.8M +1,483,718 +45%
KKRC
18
Kohlberg Kravis Roberts & Co
New York
$71.8M +$71.8M +4,667,166 New
SAMH
19
Shanda Asset Management Holdings
British Virgin Islands
$71.2M +$15.2M +988,606 +27%
Goldman Sachs
20
Goldman Sachs
New York
$68.3M +$27.9M +1,812,906 +69%
LCS
21
Levin Capital Strategies
New York
$62.9M -$4.09M -265,848 -6%
O
22
OppenheimerFunds
New York
$62.6M -$2.54M -165,000 -4%
Wells Fargo
23
Wells Fargo
California
$51.2M +$7.15M +464,623 +16%
Renaissance Technologies
24
Renaissance Technologies
New York
$43.2M +$35.4M +2,301,100 +458%
CFM
25
Coronation Fund Managers
South Africa
$42.8M -$11.9M -771,329 -22%
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