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KKR & Co
KKR

Overview Fund Activity

744 hedge funds and large institutions have $27.2B invested in KKR & Co in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 286 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+42
Holders Change %
+5.98%
% of All Funds
13.07%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
98
Increased
286
Reduced
206
Closed
48
Calls
$134M
Puts
$119M
Net Calls
+$14.2M
Net Calls Change
+$30.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$362M
2
Millennium Management
Millennium Management
New York
+$104M
3
Capital International Investors
Capital International Investors
California
+$98.5M
4
EIP
Epoch Investment Partners
New York
+$70.8M
5
Holocene Advisors
Holocene Advisors
New York
+$70.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$513M
2
VH
ValueAct Holdings
California
-$193M
3
VVP
Vulcan Value Partners
Alabama
-$184M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$90.4M
5
Principal Financial Group
Principal Financial Group
Iowa
-$67.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPA
376
Element Pointe Advisors
Florida
$1.27M -$639K -10,493 -34%
USGIU
377
U.S. Global Investors (USGI)
Texas
$1.25M +$152K +2,500 +14%
CLOS
378
Compagnie Lombard Odier SCmA
Switzerland
$1.24M +$1.02M +16,800 +465%
CCM
379
Compton Capital Management
Rhode Island
$1.24M – – –
LPARFS
380
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.22M -$21.4K -352 -2%
WF
381
Welch & Forbes
Massachusetts
$1.22M – – –
VF
382
Virtu Financial
New York
$1.16M +$336K +5,526 +41%
RFC
383
Regions Financial Corp
Alabama
$1.16M +$7.49K +123 +0.6%
SFFS
384
Stonehage Fleming Financial Services
Jersey
$1.15M – – –
CCC
385
Crescent Capital Consulting
Louisiana
$1.15M – – –
SPIO
386
Seven Post Investment Office
California
$1.14M – – –
M&T Bank
387
M&T Bank
New York
$1.13M -$249K -4,095 -18%
AAM
388
AR Asset Management
California
$1.1M – – –
NCM
389
Next Capital Management
New York
$1.06M – – –
FSA
390
Franklin Street Advisors
North Carolina
$1.06M – – –
SAA
391
Southeast Asset Advisors
Georgia
$1.05M – – –
PFA
392
Professional Financial Advisors
Nebraska
$1.03M +$21.4K +352 +2%
CM
393
Capula Management
Cayman Islands
$1.02M +$1.02M +16,779 New
RC
394
Roundview Capital
New Jersey
$1M +$35.2K +578 +4%
JWCA
395
J.W. Cole Advisors
Florida
$998K +$388K +6,374 +64%
BRWA
396
B. Riley Wealth Advisors
Florida
$994K +$3.78K +62 +0.4%
LW
397
Linscomb Wealth
Texas
$985K – – –
DC
398
Davenport & Co
Virginia
$963K +$48.2K +792 +5%
ANI
399
American National Insurance
Texas
$956K – – –
IRF
400
IBM Retirement Fund
New York
$945K – – –
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16
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