KKR icon

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 %
MML Investors Services
401
MML Investors Services
Massachusetts
$937K +$134K +2,200 +17%
Baird Financial Group
402
Baird Financial Group
Wisconsin
$934K +$31.5K +518 +3%
IWM
403
IHT Wealth Management
Illinois
$933K +$27.4K +450 +3%
William Blair & Company
404
William Blair & Company
Illinois
$919K +$548 +9 +0.1%
BAM
405
Belpointe Asset Management
Nevada
$913K +$244K +4,013 +37%
PAM
406
Paradigm Asset Management
New York
$895K -$60.9K -1,000 -6%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$888K – – –
VPIM
408
Vanguard Personalized Indexing Management
California
$887K -$72.8K -1,197 -8%
CWP
409
CFM Wealth Partners
Texas
$872K +$166K +2,731 +24%
HT
410
HAP Trading
New York
$867K -$13.7K -225 -2%
Cetera Investment Advisers
411
Cetera Investment Advisers
Illinois
$866K -$645K -10,587 -43%
SWM
412
Spire Wealth Management
Virginia
$861K -$68.5K -1,125 -7%
ESCM
413
Echo Street Capital Management
New York
$861K +$861K +14,139 New
GVAG
414
Great Valley Advisor Group
Delaware
$853K +$194K +3,192 +29%
SAI
415
Systematic Alpha Investments
New Jersey
$845K – – –
DLA
416
Douglas Lane & Associates
New York
$845K +$7K +115 +0.8%
CTC
417
Central Trust Company
Missouri
$838K -$99K -1,627 -11%
GIM
418
Guardian Investment Management
California
$837K – – –
PSP
419
Principal Street Partners
Tennessee
$831K -$433K -7,110 -34%
RG
420
Rathbones Group
United Kingdom
$816K – – –
LIA
421
LS Investment Advisors
Michigan
$816K – – –
EMG
422
ETF Managers Group
New Jersey
$813K +$68.1K +1,119 +9%
PAM
423
Panagora Asset Management
Massachusetts
$810K -$85.8K -1,410 -10%
SWP
424
Stratos Wealth Partners
Ohio
$792K +$25.3K +416 +3%
CWP
425
Curated Wealth Partners
California
$790K -$70.2K -1,153 -8%
15 16
17
18 19