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KKR & Co
KKR

Overview Fund Activity

605 hedge funds and large institutions have $18.5B invested in KKR & Co in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 193 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+63
Holders Change %
+11.62%
% of All Funds
10.73%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
104
Increased
193
Reduced
195
Closed
36
Calls
$72.7M
Puts
$130M
Net Calls
-$57.3M
Net Calls Change
-$53.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$122M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
BlackRock
3
BlackRock
New York
$1.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$787M
5
KBC Group
5
KBC Group
Belgium
$132M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.54B
2
JSP
2
Jackson Square Partners
California
$377M
3
MC
3
Maverick Capital
Texas
$15.8M
4
WRF
4
Waddell & Reed Financial
Kansas
$96.8M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
476
Transcend Capital Advisors
New Jersey
$231K +$231K +5,714 New
BDWM
477
Brewin Dolphin Wealth Management
Ireland
$231K – – –
EVM
478
Eaton Vance Management
Massachusetts
$229K +$229K +5,646 New
EIA
479
Edgemoor Investment Advisors
Maryland
$223K +$223K +5,500 New
WEC
480
Winslow Evans & Crocker
Massachusetts
$218K – – –
SPC
481
Sigma Planning Corp
Michigan
$218K +$218K +5,393 New
JG
482
Jefferies Group
New York
$218K +$218K +5,373 New
SC
483
Scotia Capital
Ontario, Canada
$217K +$217K +5,359 New
SFS
484
Sowell Financial Services
Arkansas
$216K +$41 +1 +0%
WSC
485
Wellington Shields & Co
New York
$215K -$60.8K -1,500 -22%
WP
486
WealthPLAN Partners
Nebraska
$215K +$215K +4,903 New
FNBSF
487
First National Bank Sioux Falls
South Dakota
$215K +$215K +5,306 New
EWA
488
EP Wealth Advisors
California
$215K +$215K +5,322 New
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K +$20.5K +506 +11%
HAG
490
HighPoint Advisor Group
Illinois
$214K +$214K +4,592 New
GAM
491
Guinness Asset Management
United Kingdom
$213K -$32.5K -800 -13%
RJT
492
Raymond James Trust
Florida
$210K +$210K +5,179 New
IFWM
493
Institute for Wealth Management
Colorado
$209K +$209K +5,156 New
BIM
494
Baldwin Investment Management
Pennsylvania
$209K +$209K +5,167 New
FCM
495
FJ Capital Management
Virginia
$208K -$41.6K -1,000 -17%
BF
496
BOK Financial
Oklahoma
$207K +$207K +5,117 New
HKAM
497
Horizon Kinetics Asset Management
New York
$205K +$205K +5,058 New
NIM
498
Northeast Investment Management
Massachusetts
$205K +$205K +5,061 New
CI
499
Cigna Investments
Connecticut
$204K +$204K +5,057 New
ACP
500
Ashfield Capital Partners
California
$203K +$203K +5,018 New
18 19
20
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