KKR Financial Holdings LLC (NYSE:KFN)

Data as of Apr 17
 -0.04 / -0.34%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of KFN through the 63.13% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Investment Managers industry. Last, during the quarter ended December 2013, these large investors purchased a net $23.5 million shares.
Other institutional35.49%
Mutual fund holders27.64%
Individual stakeholders12.14%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2014CAPSTONE INVESTMENT ADVISORS LLC  Bought 1.5 Million shares of KKR Financial Holdings LL...
3/31/2014WHITE BAY PT LLC  Bought 15.4 Thousand shares of KKR Financial Holdings LL...
3/31/2014CREATIVE PLANNING, INC.  Bought 1.1 Thousand shares of KKR Financial Holdings LL...

Top 10 Owners of KKR Financial Holdings LLC

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...15.00%30,723,622355,472,307+2,788,034+9.98%
Omega Advisors, Inc.7.35%15,058,073174,221,905-2,937-0.02%
Morgan Stanley Investment Managem...6.75%13,834,036160,059,797+12,065,829+682.38%
Thornburg Investment Management, ...5.75%11,776,320136,252,022-830,000-6.58%
York Capital Management Global Ad...3.20%6,561,29675,914,195+6,561,296--
Credit Suisse Securities (USA) LL...2.63%5,384,23262,295,564+4,555,136+549.41%
OppenheimerFunds, Inc.1.85%3,782,50043,763,525+25,500+0.68%
UBS Securities LLC1.57%3,210,49737,145,450+1,075,599+50.38%
Citigroup Global Markets Inc. (Br...1.33%2,729,60431,581,518+1,763,562+182.56%
RBC Global Asset Management (US),...1.12%2,285,62626,444,693-995,043-30.33%

Top 10 Mutual Funds Holding KKR Financial Holdings LLC

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Thornburg Investment Income Build...5.71%11,700,000135,369,00000.00%
Fidelity Equity Income Fund2.93%6,009,34569,528,12200.00%
Fidelity Series Equity Income Fun...2.86%5,849,10067,674,087+863,300+17.32%
Fidelity Mid Cap Stock Fund2.42%4,948,00957,248,46400.00%
Fidelity VIP - Equity Income Port...2.03%4,153,46048,055,532+140,400+3.50%
Oppenheimer Equity Income Fund1.84%3,775,00043,676,750+50,000+1.34%
Fidelity Growth & Income Portfoli...0.81%1,650,27519,093,682-119,300-6.74%
Fidelity Advisor Equity Income Fu...0.78%1,603,98618,558,118+56,100+3.62%
Fidelity New Millennium Fund0.71%1,450,40016,781,12800.00%
Fidelity Series Mega Cap Fund0.69%1,405,27416,259,02000.00%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.