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KKR & Co
KKR

Overview Fund Activity

702 hedge funds and large institutions have $26.6B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+49
Holders Change %
+7.5%
% of All Funds
12.26%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
258
Reduced
204
Closed
44
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$213M
2
SC
Samlyn Capital
New York
+$121M
3
Citadel Advisors
Citadel Advisors
Florida
+$88.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$87.7M
5
State Street
State Street
Massachusetts
+$81.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$450M
2
VH
ValueAct Holdings
California
-$258M
3
VVP
Vulcan Value Partners
Alabama
-$153M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$118M
5
Morgan Stanley
Morgan Stanley
New York
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
376
Achmea Investment Management
Netherlands
$1.01M – – –
PFA
377
Professional Financial Advisors
Nebraska
$996K +$996K +16,494 New
PF
378
Phoenix Financial
Israel
$995K -$288K -4,841 -22%
XT
379
XTX Topco
Cayman Islands
$971K +$243K +4,106 +33%
QT
380
Quantbot Technologies
New York
$970K +$970K +16,384 New
BRWA
381
B. Riley Wealth Advisors
Florida
$964K -$54K -911 -5%
LW
382
Linscomb Wealth
Texas
$958K – – –
UIM
383
USS Investment Management
United Kingdom
$948K – – –
RC
384
Roundview Capital
New Jersey
$941K +$4.09K +69 +0.4%
VPIM
385
Vanguard Personalized Indexing Management
California
$934K +$565K +9,540 +153%
PAM
386
Paradigm Asset Management
New York
$930K – – –
ANI
387
American National Insurance
Texas
$930K – – –
Mackenzie Financial
388
Mackenzie Financial
Ontario, Canada
$922K +$93.2K +1,573 +11%
IRF
389
IBM Retirement Fund
New York
$919K -$168K -2,844 -15%
CTC
390
Central Trust Company
Missouri
$912K -$222K -3,746 -20%
EFS
391
Essex Financial Services
Connecticut
$905K – – –
SWM
392
Spire Wealth Management
Virginia
$904K -$13K -219 -1%
William Blair & Company
393
William Blair & Company
Illinois
$894K -$85.8K -1,448 -9%
DC
394
Davenport & Co
Virginia
$890K +$502K +8,474 +129%
CGIM
395
Cannon Global Investment Management
Florida
$889K +$889K +15,000 New
IWM
396
IHT Wealth Management
Illinois
$881K -$20.2K -341 -2%
Baird Financial Group
397
Baird Financial Group
Wisconsin
$878K +$38.3K +647 +5%
PAM
398
Panagora Asset Management
Massachusetts
$872K +$701K +11,827 +409%
FPCG
399
Fort Pitt Capital Group
Pennsylvania
$864K -$204K -3,446 -19%
SCM
400
Silvant Capital Management
Georgia
$862K -$81.7K -1,378 -9%
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