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KKR & Co
KKR

Overview Fund Activity

605 hedge funds and large institutions have $18.5B invested in KKR & Co in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 193 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+63
Holders Change %
+11.62%
% of All Funds
10.73%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
104
Increased
193
Reduced
195
Closed
36
Calls
$72.7M
Puts
$130M
Net Calls
-$57.3M
Net Calls Change
-$53.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$122M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
BlackRock
3
BlackRock
New York
$1.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$787M
5
KBC Group
5
KBC Group
Belgium
$132M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.54B
2
JSP
2
Jackson Square Partners
California
$377M
3
MC
3
Maverick Capital
Texas
$15.8M
4
WRF
4
Waddell & Reed Financial
Kansas
$96.8M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
301
Oppenheimer Asset Management
New York
$1.1M -$2.83K -70 -0.3%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$1.06M -$20.2K -500 -2%
KeyBank National Association
303
KeyBank National Association
Ohio
$1.06M +$17.4K +430 +2%
VFA
304
Voya Financial Advisors
Connecticut
$1.05M -$95.9K -2,415 -8%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$1.05M +$53.5K +1,320 +5%
FC
306
FORA Capital
Florida
$1.04M +$1.04M +25,551 New
EGM
307
Engineers Gate Manager
New York
$1.02M +$1.02M +25,300 New
TFO
308
Tarbox Family Office
California
$1.01M – – –
Simplex Trading
309
Simplex Trading
Illinois
$1.01M +$97.6K +2,412 +11%
BCA
310
Bray Capital Advisors
Florida
$998K – – –
GP
311
Greenline Partners
New York
$984K +$6.23K +154 +0.6%
AB
312
Amalgamated Bank
New York
$977K +$6.97K +172 +0.7%
CG
313
Colony Group
Massachusetts
$955K -$266K -6,562 -22%
SPIA
314
Steward Partners Investment Advisory
New York
$948K +$72.7K +1,796 +8%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$923K – – –
FFA
316
First Foundation Advisors
California
$912K +$729 +18 +0.1%
WKWM
317
Walter & Keenan Wealth Management
Indiana
$899K -$202K -5,000 -18%
OFG
318
Oxford Financial Group
Indiana
$891K +$7.17K +177 +0.8%
QT
319
Quantbot Technologies
New York
$876K +$876K +21,647 New
LDB
320
Lee, Danner & Bass
Tennessee
$875K – – –
PSP
321
Principal Street Partners
Tennessee
$855K +$97.6K +2,410 +13%
MCM
322
Makena Capital Management
California
$853K -$253K -6,242 -23%
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$839K – – –
IAN
324
Integrated Advisors Network
Texas
$832K +$2.51K +62 +0.3%
William Blair & Company
325
William Blair & Company
Illinois
$832K +$369K +9,103 +80%
11 12
13
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