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KKR & Co
KKR

Overview Fund Activity

758 hedge funds and large institutions have $27.1B invested in KKR & Co in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+15
Holders Change %
+2.02%
% of All Funds
11.95%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.52%
New
74
Increased
241
Reduced
280
Closed
56
Calls
$268M
Puts
$130M
Net Calls
+$139M
Net Calls Change
+$167M

Top Buyers

1
DCP
Darsana Capital Partners
New York
$224M
2
Harris Associates
Harris Associates
Illinois
$1.63B
3
BlackRock
BlackRock
New York
$2.06B
4
Millennium Management
Millennium Management
New York
$108M
5
Invesco
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
Citadel Advisors
Florida
$2.75M
3
ECU
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
Capital International Investors
California
$2.23B
5
Goldman Sachs
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESBC
326
E.S. Barr & Co
Kentucky
$1.64M -$61.6K -1,100 -4%
ICG
327
InterOcean Capital Group
Tennessee
$1.62M +$19.4K +347 +1%
CAL
328
Capital Analysts LLC
Pennsylvania
$1.61M +$253K +4,712 +19%
OIS
329
Okabena Investment Services
Minnesota
$1.54M -$731K -13,059 -32%
Prudential Financial
330
Prudential Financial
New Jersey
$1.52M -$6.7M -143,307 -81%
BAM
331
Byrne Asset Management
New Jersey
$1.52M -$1.96K -35 -0.1%
GAM
332
Gotham Asset Management
New York
$1.52M -$68.9K -1,230 -4%
BTWM
333
Baker Tilly Wealth Management
Wisconsin
$1.52M -$158K -2,827 -9%
AWA
334
Aaron Wealth Advisors
Illinois
$1.49M +$8.12K +145 +0.5%
SPIA
335
Steward Partners Investment Advisory
New York
$1.49M -$27.1K -484 -2%
RFC
336
Regions Financial Corp
Alabama
$1.47M +$1.16M +20,662 +372%
AI
337
Atria Investments
North Carolina
$1.45M +$1.45M +25,821 New
MCM
338
McKinley Capital Management
Alaska
$1.41M +$11.9K +213 +0.9%
BA
339
Bridgewater Associates
Connecticut
$1.37M +$1.37M +24,410 New
Kovitz Investment Group Partners
340
Kovitz Investment Group Partners
Illinois
$1.36M -$1.54M -27,445 -53%
CA
341
Clearstead Advisors
Ohio
$1.35M +$1.35M +24,021 +35,325%
TC
342
TownSquare Capital
Utah
$1.35M +$391K +6,983 +41%
Aviva
343
Aviva
United Kingdom
$1.33M -$30.7M -548,872 -96%
MML Investors Services
344
MML Investors Services
Massachusetts
$1.32M +$220K +3,922 +20%
CCA
345
Checchi Capital Advisers
California
$1.31M +$10.5K +187 +0.8%
IAN
346
Integrated Advisors Network
Texas
$1.31M -$118K -2,107 -8%
PAG
347
Private Advisor Group
New Jersey
$1.3M -$729K -12,802 -36%
PP
348
Prudential plc
United Kingdom
$1.29M +$155K +2,769 +14%
RCM
349
Riverpark Capital Management
New York
$1.27M – – –
AI
350
AXS Investments
New York
$1.26M +$1.26M +22,452 New
12 13
14
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