KKR icon

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 %
SPA
451
Sherbrooke Park Advisers
New York
$564K +$250K +4,467 +80%
EH
452
Equitable Holdings
New York
$559K -$20.1K -359 -3%
VAS
453
Vestmark Advisory Solutions
Massachusetts
$556K -$81.3K -1,452 -13%
GWMIA
454
Global Wealth Management Investment Advisory
Florida
$552K +$30K +535 +6%
RIM
455
RW Investment Management
Idaho
$545K +$1.34K +24 +0.2%
YMRC
456
Yorktown Management & Research Company
Virginia
$543K – – –
AM
457
AGF Management
Ontario, Canada
$541K +$541K +9,654 New
RG
458
Rathbones Group
United Kingdom
$540K +$35.6K +635 +7%
Verition Fund Management
459
Verition Fund Management
Connecticut
$534K +$534K +9,542 New
ARC
460
Advisor Resource Council
Texas
$525K -$178K -3,180 -25%
SWS
461
SYSTM Wealth Solutions
Illinois
$522K +$7.11K +127 +1%
AWM
462
Aries Wealth Management
Maine
$516K – – –
Wealthfront Advisers
463
Wealthfront Advisers
California
$506K +$97K +1,732 +24%
MA
464
Mutual Advisors
Nebraska
$501K -$33.5K -599 -6%
FA
465
Fountainhead AM
New Jersey
$500K -$107K -1,907 -18%
SWM
466
Segment Wealth Management
Texas
$496K – – –
PA
467
Parallel Advisors
California
$491K -$13.5K -241 -3%
FG
468
Fiduciary Group
Georgia
$487K -$48K -858 -9%
EGA
469
E&G Advisors
Texas
$482K -$22.4K -400 -4%
SAM
470
Sawgrass Asset Management
Florida
$481K – – –
SSW
471
Smith Shellnut Wilson
Mississippi
$476K – – –
GAM
472
Guinness Asset Management
United Kingdom
$472K -$83.8K -1,497 -15%
LNC
473
Lincoln National Corp
Pennsylvania
$464K +$175K +3,118 +60%
CCM
474
Corsair Capital Management
New York
$459K – – –
SF
475
Synovus Financial
Georgia
$457K -$21.5K -384 -4%
17 18
19
20 21