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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 %
Mackenzie Financial
351
Mackenzie Financial
Ontario, Canada
$1.55M -$285K -4,832 -16%
TC
352
TownSquare Capital
Utah
$1.52M +$38.7K +629 +3%
CCA
353
Checchi Capital Advisers
California
$1.52M +$76.1K +1,235 +5%
CPIG
354
Chicago Partners Investment Group
Illinois
$1.52M -$221K -4,000 -13%
BA
355
Bridgewater Associates
Connecticut
$1.5M – – –
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$1.45M +$676K +10,980 +87%
BA
357
Bellwether Advisors
Nebraska
$1.45M +$1.45M +23,505 New
GEM
358
Global Endowment Management
North Carolina
$1.43M +$1.43M +23,295 New
PA
359
Procyon Advisors
Connecticut
$1.42M +$1.03M +16,662 +261%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$1.4M +$32.3K +524 +2%
O
361
Ossiam
France
$1.4M +$618K +10,040 +79%
IAN
362
Integrated Advisors Network
Texas
$1.39M -$48.2K -783 -3%
Wealth Enhancement Advisory Services
363
Wealth Enhancement Advisory Services
Minnesota
$1.37M +$1.37M +22,296 New
BCA
364
Bray Capital Advisors
Florida
$1.35M – – –
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$1.35M -$147K -2,394 -10%
RCM
366
Riverpark Capital Management
New York
$1.31M -$87.8K -1,426 -6%
OFG
367
Oxford Financial Group
Indiana
$1.27M -$554 -9 -0%
PP
368
Prudential plc
United Kingdom
$1.26M -$155K -2,515 -11%
MWM
369
Mission Wealth Management
California
$1.24M +$497K +8,068 +67%
EDRH
370
Edmond de Rothschild Holding
Switzerland
$1.23M – – –
BRWA
371
B. Riley Wealth Advisors
Florida
$1.22M +$543K +8,816 +80%
LDB
372
Lee, Danner & Bass
Tennessee
$1.22M -$61.6K -1,000 -5%
PA
373
Pinnacle Associates
New York
$1.2M -$37.8K -614 -3%
MIM
374
MetLife Investment Management
New Jersey
$1.2M +$1.05K +17 +0.1%
CSI
375
Cross Staff Investments
New York
$1.19M -$59.4K -965 -5%
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