KKR icon

KKR & Co
KKR

Overview Fund Activity

792 hedge funds and large institutions have $31.2B invested in KKR & Co in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+34
Holders Change %
+4.49%
% of All Funds
12.63%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.72%
New
102
Increased
265
Reduced
255
Closed
57
Calls
$320M
Puts
$171M
Net Calls
+$149M
Net Calls Change
+$10.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.02B
2
Citadel Advisors
Citadel Advisors
Florida
$254M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Millennium Management
Millennium Management
New York
$292M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$261M

Top Sellers

1
VH
ValueAct Holdings
California
$704M
2
Harris Associates
Harris Associates
Illinois
$1.66B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$508M
4
VVP
Vulcan Value Partners
Alabama
$426M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Saba Capital Management
New York
$2.39M -$1.78M -28,910 -43%
CAN
302
Cetera Advisor Networks
California
$2.37M +$92K +1,494 +4%
IIM
303
INTECH Investment Management
Florida
$2.36M +$55.3K +897 +2%
BNP Paribas Asset Management
304
BNP Paribas Asset Management
France
$2.34M +$98.7K +1,603 +4%
KWA
305
Kingswood Wealth Advisors
California
$2.31M +$2.31M +37,534 New
NEI
306
Northwest & Ethical Investments
Ontario, Canada
$2.3M -$254K -4,130 -10%
TRCT
307
Tower Research Capital (TRC)
New York
$2.29M +$1.93M +31,326 +532%
GIA
308
Gateway Investment Advisers
Ohio
$2.27M – – –
BFG
309
Bleakley Financial Group
New Jersey
$2.26M -$205K -3,324 -8%
SS
310
Simplicity Solutions
Minnesota
$2.26M -$204K -3,317 -8%
CS
311
Candriam SCA
Luxembourg
$2.22M -$59.8K -970 -3%
FFH
312
Fairfax Financial Holdings
Ontario, Canada
$2.22M -$246K -4,000 -10%
Creative Planning
313
Creative Planning
Kansas
$2.21M +$248K +4,033 +13%
GWM
314
Guardian Wealth Management
Illinois
$2.21M +$1.85K +30 +0.1%
AAF
315
Andra AP-fonden
Sweden
$2.2M -$18.5K -300 -0.8%
CAL
316
Capital Analysts LLC
Pennsylvania
$2.18M +$339K +5,502 +18%
CAM
317
Cresset Asset Management
Illinois
$2.18M -$610K -9,906 -22%
AWM
318
Avitas Wealth Management
California
$2.15M -$47.3K -768 -2%
ST
319
Sabal Trust
Florida
$2.15M +$59.3K +963 +3%
US Bancorp
320
US Bancorp
Minnesota
$2.11M +$101K +1,632 +5%
LFG
321
Larson Financial Group
Missouri
$2.08M +$17.4K +283 +0.8%
RA
322
Royce & Associates
New York
$2.07M – – –
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$235K +3,809 +13%
BPWM
324
Badgley Phelps Wealth Managers
Washington
$2.03M +$107K +1,730 +6%
TCM
325
Teza Capital Management
Illinois
$2.03M +$2.03M +32,940 New
11 12
13
14 15