KKR icon

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 %
KPWS
451
Kestra Private Wealth Services
Texas
$603K +$947 +16 +0.2%
WAM
452
World Asset Management
Michigan
$601K -$1.01K -17 -0.2%
CHAM
453
Clear Harbor Asset Management
Connecticut
$600K -$26.7K -450 -4%
WWM
454
Western Wealth Management
Colorado
$599K – – –
DWM
455
Dakota Wealth Management
Florida
$595K -$14.6K -246 -2%
JWCA
456
J.W. Cole Advisors
Florida
$594K +$594K +10,022 New
SOW
457
State of Wyoming
Wyoming
$579K +$287K +4,850 +98%
ECM
458
Engine Capital Management
New York
$575K -$11.9M -200,000 -95%
YMRC
459
Yorktown Management & Research Company
Virginia
$575K – – –
FA
460
Fountainhead AM
New Jersey
$574K – – –
PRC
461
Pearl River Capital
Michigan
$570K +$65.2K +1,101 +13%
WS
462
Wedbush Securities
California
$569K +$166K +2,803 +41%
COF
463
Capital One Financial
Virginia
$568K – – –
GAM
464
Gotham Asset Management
New York
$568K +$59 +1 +0%
SWM
465
Segment Wealth Management
Texas
$560K – – –
BTWM
466
Baker Tilly Wealth Management
Wisconsin
$559K +$12.7K +215 +2%
MCM
467
MAI Capital Management
Ohio
$556K – – –
SSW
468
Smith Shellnut Wilson
Mississippi
$553K – – –
CCM
469
Corsair Capital Management
New York
$543K -$5.09K -86 -0.9%
DADC
470
D.A. Davidson & Co
Montana
$534K -$38.1K -643 -7%
EGA
471
E&G Advisors
Texas
$533K -$440K -9,000 Closed
TRCT
472
Tower Research Capital (TRC)
New York
$526K -$1.49M -25,117 -74%
PWP
473
Principle Wealth Partners
Connecticut
$524K – – –
BCA
474
Berman Capital Advisors
Georgia
$524K +$7.75K +131 +2%
IC
475
Inscription Capital
Texas
$524K +$524K +8,850 New
17 18
19
20 21