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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 %
SCM
426
Silvant Capital Management
Georgia
$635K -$1.01K -18 -0.2%
SWM
427
Spire Wealth Management
Virginia
$629K -$5.99K -107 -0.9%
ZF
428
Zhang Financial
Michigan
$625K -$8.4K -150 -1%
JEST
429
JTC Employer Solutions Trustee
Jersey
$622K – – –
BRWA
430
B. Riley Wealth Advisors
Florida
$614K -$67.7K -1,209 -10%
FMN
431
Financial Management Network
California
$613K +$48K +849 +8%
SDWIA
432
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$613K +$56 +1 +0%
SW
433
SVB Wealth
Massachusetts
$611K -$211K -3,773 -26%
NYLIM
434
New York Life Investment Management
New York
$609K +$609K +10,880 New
DT
435
Diversified Trust
Tennessee
$605K +$88.2K +1,575 +17%
MCM
436
MAI Capital Management
Ohio
$599K +$1.46K +26 +0.2%
D.E. Shaw & Co
437
D.E. Shaw & Co
New York
$598K -$1.92M -34,303 -76%
Assenagon Asset Management
438
Assenagon Asset Management
Luxembourg
$597K +$26.7K +477 +5%
TI
439
Tidal Investments
Wisconsin
$591K -$269K -4,802 -31%
MC
440
Machina Capital
France
$591K +$355K +6,339 +150%
PAM
441
Paradigm Asset Management
New York
$585K +$504K +9,000 +619%
MC
442
Moors & Cabot
Massachusetts
$583K -$18.1K -324 -3%
GC
443
Guggenheim Capital
Illinois
$582K +$41.2K +736 +8%
WWM
444
Western Wealth Management
Colorado
$578K -$14.6K -260 -2%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$575K -$18.5K -330 -3%
PSP
446
Principal Street Partners
Tennessee
$575K -$8.12K -145 -1%
BFS
447
Bradley Foster & Sargent
Connecticut
$574K -$26.4K -471 -4%
BFA
448
Beaumont Financial Advisors
Massachusetts
$572K – – –
CHAM
449
Clear Harbor Asset Management
Connecticut
$567K – – –
CC
450
Cipher Capital
New York
$566K +$566K +10,106 New
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