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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
$182M
3
Capital International Investors
Capital International Investors
California
$1.66B
4
EIP
Epoch Investment Partners
New York
$120M
5
Holocene Advisors
Holocene Advisors
New York
$178M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2B
2
VH
ValueAct Holdings
California
$1.46B
3
VVP
Vulcan Value Partners
Alabama
$1.13B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$663M
5
Principal Financial Group
Principal Financial Group
Iowa
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
451
Guinness Asset Management
United Kingdom
$673K +$244K +4,000 +57%
IIM
452
Intact Investment Management
Quebec, Canada
$670K – – –
WMSA
453
Weiss Multi-Strategy Advisers
New York
$665K +$665K +10,916 New
Ensign Peak Advisors
454
Ensign Peak Advisors
Utah
$657K -$468K -7,690 -42%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$652K – – –
SRC
456
Sage Rhino Capital
California
$639K +$1.34K +22 +0.2%
KPWS
457
Kestra Private Wealth Services
Texas
$637K +$17.2K +283 +3%
GC
458
Gilbert & Cook
Iowa
$635K -$5.66K -93 -0.9%
DI
459
Diligent Investors
California
$635K – – –
BFA
460
Beaumont Financial Advisors
Massachusetts
$634K – – –
DT
461
Diversified Trust
Tennessee
$628K – – –
AWM
462
Aries Wealth Management
Maine
$622K -$33.5K -550 -5%
LSAG
463
Lake Street Advisors Group
New Hampshire
$621K +$621K +10,200 New
WAM
464
World Asset Management
Michigan
$618K +$730 +12 +0.1%
SDWIA
465
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$616K -$2.98K -49 -0.5%
CHAM
466
Clear Harbor Asset Management
Connecticut
$616K – – –
DWM
467
Dakota Wealth Management
Florida
$611K – – –
BPA
468
Beacon Pointe Advisors
California
$610K +$128K +2,106 +27%
MC
469
Moors & Cabot
Massachusetts
$606K -$138K -2,285 -19%
PDN
470
Pensionfund DSM Netherlands
Netherlands
$603K +$603K +9,900 New
KF
471
Krilogy Financial
Missouri
$599K +$109K +1,794 +22%
DADC
472
D.A. Davidson & Co
Montana
$598K +$48.8K +801 +9%
YMRC
473
Yorktown Management & Research Company
Virginia
$591K – – –
SAM
474
Sawgrass Asset Management
Florida
$588K +$56.3K +925 +11%
COF
475
Capital One Financial
Virginia
$584K – – –
17 18
19
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