KKR icon

KKR & Co
KKR

Overview Fund Activity

653 hedge funds and large institutions have $22.2B invested in KKR & Co in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 207 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+48
Holders Change %
+7.93%
% of All Funds
11.5%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
97
Increased
207
Reduced
207
Closed
45
Calls
$44.6M
Puts
$56.9M
Net Calls
-$12.3M
Net Calls Change
+$45M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$291M
2
Deutsche Bank
Deutsche Bank
Germany
$212M
3
Capital International Investors
Capital International Investors
California
$1.23B
4
BlackRock
BlackRock
New York
$1.66B
5
ZIG
Zurich Insurance Group
Switzerland
$81.8M

Top Sellers

1
VH
ValueAct Holdings
California
$1.54B
2
JSP
Jackson Square Partners
California
$224M
3
Invesco
Invesco
Georgia
$509M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$118M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
401
American Portfolios Advisors
New York
$534K -$6.4K -131 -1%
GVAG
402
Great Valley Advisor Group
Delaware
$533K +$533K +10,919 New
BAM
403
Belpointe Asset Management
Nevada
$532K +$5.77K +118 +1%
DI
404
Diligent Investors
California
$524K -$929 -19 -0.2%
B
405
BP
United Kingdom
$522K +$522K +10,680 New
FG
406
Fiduciary Group
Georgia
$521K – – –
CHAM
407
Clear Harbor Asset Management
Connecticut
$517K -$303K -6,200 -37%
LFAS
408
Level Four Advisory Services
Texas
$512K -$14.6K -300 -3%
SRC
409
Sage Rhino Capital
California
$511K – – –
BFA
410
Beaumont Financial Advisors
Massachusetts
$508K – – –
DWM
411
Dakota Wealth Management
Florida
$502K – – –
WG
412
Winton Group
United Kingdom
$501K -$15.5K -317 -3%
SDWIA
413
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$497K -$48.8K -1,000 -9%
KPWS
414
Kestra Private Wealth Services
Texas
$497K +$929 +19 +0.2%
GC
415
Gilbert & Cook
Iowa
$497K +$22K +450 +5%
Ensign Peak Advisors
416
Ensign Peak Advisors
Utah
$497K +$497K +10,180 New
WWM
417
Western Wealth Management
Colorado
$493K +$7.97K +163 +2%
YMRC
418
Yorktown Management & Research Company
Virginia
$474K – – –
DADC
419
D.A. Davidson & Co
Montana
$472K +$95.4K +1,951 +25%
OWP
420
Obermeyer Wealth Partners
Colorado
$471K +$471K +9,649 New
GAM
421
Gotham Asset Management
New York
$469K +$159K +3,254 +51%
COF
422
Capital One Financial
Virginia
$468K – – –
SWM
423
Segment Wealth Management
Texas
$462K – – –
MCM
424
MAI Capital Management
Ohio
$459K – – –
GC
425
Guggenheim Capital
Illinois
$458K +$124K +2,541 +37%
15 16
17
18 19