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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
1
Darsana Capital Partners
New York
$224M
2
Harris Associates
2
Harris Associates
Illinois
$1.63B
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$108M
5
Invesco
5
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
4
Capital International Investors
California
$2.23B
5
Goldman Sachs
5
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
476
Banque Cantonale Vaudoise
Switzerland
$453K – – –
CG
477
Cutler Group
California
$450K +$450K +8,036 New
ASN
478
Advisory Services Network
Georgia
$446K -$29.8K -533 -6%
CCM
479
Coldstream Capital Management
Washington
$443K -$2.58K -46 -0.6%
SRC
480
Sage Rhino Capital
California
$443K +$168 +3 +0%
FWP
481
Firethorn Wealth Partners
Georgia
$442K -$7.34K -131 -2%
TSS
482
Two Sigma Securities
New York
$432K +$432K +7,717 New
FMAEN1
483
Fund Management at Engine No 1
California
$422K +$29.8K +532 +8%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$421K +$30.6K +546 +8%
LW
485
Linscomb Wealth
Texas
$421K – – –
AGP
486
Akaris Global Partners
New York
$420K +$420K +7,500 New
GT
487
Glenview Trust
Kentucky
$418K +$15.5K +277 +4%
NW
488
NewEdge Wealth
Pennsylvania
$411K -$14.8K -265 -3%
MGWM
489
Marks Group Wealth Management
Minnesota
$410K -$72K -1,285 -15%
AIG
490
American International Group
New York
$409K +$86.2K +1,540 +27%
VWA
491
Visionary Wealth Advisors
Illinois
$405K +$15.7K +281 +4%
SFA
492
Sequoia Financial Advisors
Ohio
$401K +$30.9K +552 +8%
FFM
493
Forum Financial Management
Illinois
$400K – – –
MSAM
494
Moloney Securities Asset Management
Missouri
$400K +$112 +2 +0%
YCM
495
Yousif Capital Management
Michigan
$397K +$24.7K +441 +7%
OWP
496
Obermeyer Wealth Partners
Colorado
$397K – – –
AWA
497
Arete Wealth Advisors
Illinois
$392K -$48.9K -874 -11%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$392K +$392K +7,000 New
BC
499
Bartlett & Co
Ohio
$392K +$392K +7,000 New
PFO
500
Pathstone Family Office
New Jersey
$388K -$1.18K -21 -0.3%
18 19
20
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