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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
$1.63B
3
BlackRock
BlackRock
New York
$2.06B
4
Millennium Management
Millennium Management
New York
$108M
5
Invesco
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
Citadel Advisors
Florida
$2.75M
3
ECU
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
Capital International Investors
California
$2.23B
5
Goldman Sachs
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
401
Red Door Wealth Management
Tennessee
$724K +$724K +12,924 New
MNBTD
402
Moody National Bank Trust Division
Texas
$713K – – –
RSWM
403
Robertson Stephens Wealth Management
California
$713K -$896 -16 -0.1%
O
404
Ossiam
France
$709K -$60.1K -1,074 -8%
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$706K +$12.6K +225 +2%
VanEck Associates
406
VanEck Associates
New York
$705K +$21.6K +385 +3%
GC
407
Gilbert & Cook
Iowa
$701K -$79.7K -1,424 -10%
PMG
408
ProVise Management Group
Florida
$699K – – –
Vontobel Holding
409
Vontobel Holding
Switzerland
$697K – – –
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$696K +$25.4K +454 +4%
Cetera Investment Advisers
411
Cetera Investment Advisers
Illinois
$692K -$90.8K -1,621 -12%
EPA
412
Element Pointe Advisors
Florida
$691K – – –
FPCG
413
Fort Pitt Capital Group
Pennsylvania
$688K – – –
CAMG
414
CWA Asset Management Group
Florida
$684K +$1.12K +20 +0.2%
MGP
415
Metis Global Partners
California
$679K -$138K -2,466 -17%
Ensign Peak Advisors
416
Ensign Peak Advisors
Utah
$678K – – –
MWM
417
Mission Wealth Management
California
$676K -$1.57K -28 -0.2%
CNBT
418
Canandaigua National Bank & Trust
New York
$674K -$13.6K -243 -2%
JJBC
419
James J. Burns & Company
New York
$673K – – –
TCM
420
Triumph Capital Management
Colorado
$673K +$673K +12,015 New
KPWS
421
Kestra Private Wealth Services
Texas
$655K +$15.1K +269 +2%
FPA
422
First Pacific Advisors
California
$650K – – –
BPA
423
Beacon Pointe Advisors
California
$644K -$20.4K -365 -3%
OTL
424
Oak Thistle LLC
New York
$642K +$294K +5,253 +84%
KF
425
Krilogy Financial
Missouri
$635K +$107K +1,914 +20%
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17
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