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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 %
BCA
476
Berman Capital Advisors
Georgia
$579K +$40.7K +670 +8%
SWM
477
Segment Wealth Management
Texas
$575K – – –
MCM
478
MAI Capital Management
Ohio
$573K +$1.34K +22 +0.2%
SSW
479
Smith Shellnut Wilson
Mississippi
$568K – – –
O
480
Ossiam
France
$566K -$78.1K -1,282 -12%
CQS
481
Credential Qtrade Securities
$550K +$111K +1,820 +25%
EGA
482
E&G Advisors
Texas
$548K +$548K +9,000 New
IFWM
483
Institute for Wealth Management
Colorado
$547K +$61.5K +1,010 +13%
CCM
484
Corsair Capital Management
New York
$542K -$16.2K -266 -3%
DS
485
DRW Securities
Illinois
$540K +$540K +8,865 New
PWP
486
Principle Wealth Partners
Connecticut
$539K – – –
WS
487
Wedbush Securities
California
$537K -$47.1K -774 -8%
MFS
488
Mirabella Financial Services
United Kingdom
$531K +$531K +8,719 New
SG
489
Stonnington Group
California
$504K -$674K -10,300 -57%
MGWM
490
Marks Group Wealth Management
Minnesota
$502K -$20.8K -342 -4%
PFC
491
Phocas Financial Corp
California
$496K +$91.3K +1,500 +23%
BCM
492
Bayesian Capital Management
New York
$493K +$493K +8,100 New
RCM
493
Regency Capital Management
Hawaii
$487K +$30.4K +500 +7%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$487K +$487K +8,000 New
CB
495
Commerce Bank
Missouri
$475K -$13.4K -220 -3%
S
496
Seeyond
France
$472K -$4.81K -79 -1%
MA
497
Mutual Advisors
Nebraska
$472K – – –
VI
498
Vestcor Inc
New Brunswick, Canada
$470K -$60.2K -989 -11%
BCM
499
Bluefin Capital Management
New York
$457K +$457K +7,500 New
GAM
500
Gotham Asset Management
New York
$450K -$134K -2,202 -23%
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