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KKR & Co
KKR

Overview Fund Activity

792 hedge funds and large institutions have $31.2B invested in KKR & Co in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+34
Holders Change %
+4.49%
% of All Funds
12.63%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.72%
New
102
Increased
265
Reduced
255
Closed
57
Calls
$320M
Puts
$171M
Net Calls
+$149M
Net Calls Change
+$10.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$251M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$234M
4
Millennium Management
Millennium Management
New York
+$172M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$149M

Top Sellers

1
VH
ValueAct Holdings
California
-$561M
2
Harris Associates
Harris Associates
Illinois
-$139M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$82.4M
4
VVP
Vulcan Value Partners
Alabama
-$68.9M
5
Alkeon Capital Management
Alkeon Capital Management
New York
-$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
451
Moors & Cabot
Massachusetts
$690K +$49.3K +800 +8%
CC
452
Centiva Capital
New York
$688K +$688K +11,174 New
JEST
453
JTC Employer Solutions Trustee
Jersey
$685K – – –
SW
454
SVB Wealth
Massachusetts
$679K +$6.41K +104 +1%
TI
455
Tidal Investments
Wisconsin
$678K +$28K +455 +4%
SDWIA
456
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$674K +$123 +2 +0%
Wealthfront Advisers
457
Wealthfront Advisers
California
$671K +$114K +1,852 +20%
ZF
458
Zhang Financial
Michigan
$669K -$19.3K -313 -3%
CWM
459
Chemistry Wealth Management
New York
$666K -$189K -3,073 -22%
WWM
460
Western Wealth Management
Colorado
$663K +$26.8K +435 +4%
PAM
461
Paradigm Asset Management
New York
$644K – – –
GWMIA
462
Global Wealth Management Investment Advisory
Florida
$638K +$30.2K +491 +5%
CCS
463
Concentric Capital Strategies
Connecticut
$637K +$637K +10,347 New
DT
464
Diversified Trust
Tennessee
$635K -$29.6K -481 -4%
MCM
465
MAI Capital Management
Ohio
$635K -$24K -389 -4%
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$633K +$986 +16 +0.2%
LNC
467
Lincoln National Corp
Pennsylvania
$631K +$121K +1,962 +24%
BFA
468
Beaumont Financial Advisors
Massachusetts
$630K – – –
EH
469
Equitable Holdings
New York
$630K +$14.5K +235 +2%
RDWM
470
Red Door Wealth Management
Tennessee
$627K -$169K -2,748 -21%
QI
471
Qtron Investments
Massachusetts
$624K +$624K +10,127 New
CHAM
472
Clear Harbor Asset Management
Connecticut
$624K – – –
Vontobel Holding
473
Vontobel Holding
Switzerland
$619K -$148K -2,398 -19%
BCV
474
Banque Cantonale Vaudoise
Switzerland
$617K +$118K +1,909 +24%
LCM
475
Laurion Capital Management
New York
$616K +$616K +10,000 New
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19
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