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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
+$140M
3
BlackRock
BlackRock
New York
+$105M
4
Millennium Management
Millennium Management
New York
+$90.1M
5
Invesco
Invesco
Georgia
+$88.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$202M
2
Citadel Advisors
Citadel Advisors
Florida
-$200M
3
ECU
Egerton Capital (UK)
United Kingdom
-$134M
4
Capital International Investors
Capital International Investors
California
-$119M
5
Goldman Sachs
Goldman Sachs
New York
-$99.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAA
376
Southeast Asset Advisors
Georgia
$961K -$57.9K -1,034 -6%
M&T Bank
377
M&T Bank
New York
$931K -$516K -9,203 -36%
VIM
378
Vinva Investment Management
Australia
$900K -$172K -3,066 -16%
EFS
379
Essex Financial Services
Connecticut
$889K -$7.06K -126 -0.8%
RGI
380
River Global Investors
United Kingdom
$877K – – –
LSA
381
Lansing Street Advisors
Pennsylvania
$867K +$2.58K +46 +0.3%
CWP
382
Curated Wealth Partners
California
$854K -$11.3K -201 -1%
IAA
383
Independent Advisor Alliance
North Carolina
$848K -$22.1K -395 -3%
WKWM
384
Walter & Keenan Wealth Management
Indiana
$819K – – –
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$803K +$3.02K +54 +0.4%
JWCA
386
J.W. Cole Advisors
Florida
$796K +$13.1K +234 +2%
EIP
387
Epoch Investment Partners
New York
$790K -$98.3K -1,755 -11%
AWM
388
AE Wealth Management
Kansas
$789K +$18.1K +323 +2%
FNBSF
389
First National Bank Sioux Falls
South Dakota
$786K – – –
TMAM
390
Tokio Marine Asset Management
Japan
$784K +$77.2K +1,379 +11%
KeyBank National Association
391
KeyBank National Association
Ohio
$784K -$39.9K -713 -5%
LFAS
392
Level Four Advisory Services
Texas
$780K -$160K -2,859 -17%
CWM
393
Chemistry Wealth Management
New York
$777K – – –
SCA
394
Snowden Capital Advisors
New York
$770K +$36.5K +652 +5%
KIA
395
Kraematon Investment Advisors
Massachusetts
$763K +$896 +16 +0.1%
DLA
396
Douglas Lane & Associates
New York
$759K -$33.6K -600 -4%
GIM
397
Guardian Investment Management
California
$756K -$14K -250 -2%
HCA
398
Harbor Capital Advisors
Illinois
$755K +$11.9K +212 +2%
CB
399
Commerce Bank
Missouri
$739K +$21.8K +389 +3%
CWP
400
CFM Wealth Partners
Texas
$727K -$15.5K -276 -2%
14 15
16
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