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KKR & Co
KKR

Overview Fund Activity

653 hedge funds and large institutions have $22.2B invested in KKR & Co in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 207 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+48
Holders Change %
+7.93%
% of All Funds
11.5%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
97
Increased
207
Reduced
207
Closed
45
Calls
$44.6M
Puts
$56.9M
Net Calls
-$12.3M
Net Calls Change
+$45M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$291M
2
Deutsche Bank
Deutsche Bank
Germany
$212M
3
Capital International Investors
Capital International Investors
California
$1.23B
4
BlackRock
BlackRock
New York
$1.66B
5
ZIG
Zurich Insurance Group
Switzerland
$81.8M

Top Sellers

1
VH
ValueAct Holdings
California
$1.54B
2
JSP
Jackson Square Partners
California
$224M
3
Invesco
Invesco
Georgia
$509M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$118M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
476
Family Management
New York
$293K – – –
Lazard Asset Management
477
Lazard Asset Management
New York
$293K – – –
US Bancorp
478
US Bancorp
Minnesota
$292K -$7.65K -157 -3%
SW
479
SteelPeak Wealth
California
$291K +$49 +1 +0%
RFN
480
RDA Financial Network
Iowa
$291K +$6.31K +129 +2%
9WM
481
9258 Wealth Management
Ohio
$290K +$290K +5,946 New
GA
482
Gateway Advisory
New Jersey
$289K – – –
DILIC
483
Dai-ichi Life Insurance Company
Japan
$289K – – –
LWAC
484
Laurel Wealth Advisors (California)
California
$287K – – –
DSC
485
Duncker Streett & Co
Missouri
$287K – – –
KF
486
Krilogy Financial
Missouri
$287K – – –
CC
487
Cipher Capital
New York
$286K -$688K -14,099 -71%
WP
488
WealthPLAN Partners
Nebraska
$286K +$13K +234 +5%
HCM
489
Hodges Capital Management
Texas
$284K +$488 +10 +0.2%
Simplex Trading
490
Simplex Trading
Illinois
$282K -$936K -19,227 -77%
TCA
491
Transcend Capital Advisors
New Jersey
$280K – – –
BJL
492
Brighton Jones LLC
Washington
$280K +$280K +5,722 New
BDWM
493
Brewin Dolphin Wealth Management
Ireland
$278K – – –
FAIM
494
Financial Advocates Investment Management
Washington
$275K -$16.2K -329 -6%
NERM
495
New England Research & Management
Illinois
$274K +$274K +5,600 New
C
496
Certuity
Florida
$270K +$270K +5,517 New
EIA
497
Edgemoor Investment Advisors
Maryland
$269K – – –
AII
498
AGF Investments Inc
Ontario, Canada
$264K -$176K -3,600 -40%
Allianz Asset Management
499
Allianz Asset Management
Germany
$260K -$657K -13,446 -72%
EWA
500
EP Wealth Advisors
California
$260K – – –
18 19
20
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