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KKR & Co
KKR

Overview Fund Activity

702 hedge funds and large institutions have $26.6B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+49
Holders Change %
+7.5%
% of All Funds
12.26%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
258
Reduced
204
Closed
44
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$567M
2
SC
Samlyn Capital
New York
$121M
3
Citadel Advisors
Citadel Advisors
Florida
$121M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$96.4M
5
State Street
State Street
Massachusetts
$666M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
2
VH
ValueAct Holdings
California
$1.61B
3
VVP
Vulcan Value Partners
Alabama
$1.28B
4
Alkeon Capital Management
Alkeon Capital Management
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
426
Ossiam
France
$674K +$674K +10,574 New
RJT
427
Raymond James Trust
Florida
$670K -$72.6K -1,225 -10%
ANRIA
428
American National Registered Investment Advisor
Texas
$668K – – –
AC
429
Allstate Corporation
Illinois
$664K – – –
JEST
430
JTC Employer Solutions Trustee
Jersey
$659K +$659K +11,119 New
APA
431
American Portfolios Advisors
New York
$658K +$10.6K +179 +2%
PMG
432
ProVise Management Group
Florida
$658K – – –
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657K +$134K +2,256 +26%
IIM
434
Intact Investment Management
Quebec, Canada
$652K -$148K -2,500 -19%
BAM
435
Belpointe Asset Management
Nevada
$651K +$6.99K +118 +1%
GVAG
436
Great Valley Advisor Group
Delaware
$641K -$5.45K -92 -0.8%
AWM
437
Aries Wealth Management
Maine
$637K -$23.7K -400 -4%
DI
438
Diligent Investors
California
$635K +$59 +1 +0%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$634K -$594K -10,024 -48%
B
440
BP
United Kingdom
$633K – – –
HI
441
Horizon Investments
North Carolina
$625K +$625K +10,543 New
GC
442
Gilbert & Cook
Iowa
$624K +$21.1K +356 +4%
LFAS
443
Level Four Advisory Services
Texas
$621K – – –
SRC
444
Sage Rhino Capital
California
$621K +$1.6K +27 +0.3%
WG
445
Winton Group
United Kingdom
$620K +$12.4K +210 +2%
BFA
446
Beaumont Financial Advisors
Massachusetts
$617K +$1.18K +20 +0.2%
JF
447
Jump Financial
Illinois
$612K +$612K +10,325 New
DT
448
Diversified Trust
Tennessee
$611K -$110K -1,856 -15%
FG
449
Fiduciary Group
Georgia
$607K – – –
SDWIA
450
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$603K – – –
16 17
18
19 20