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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
$1.02B
2
Citadel Advisors
Citadel Advisors
Florida
$254M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Millennium Management
Millennium Management
New York
$292M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$261M

Top Sellers

1
VH
ValueAct Holdings
California
$704M
2
Harris Associates
Harris Associates
Illinois
$1.66B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$508M
4
VVP
Vulcan Value Partners
Alabama
$426M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
476
Glenmede Trust
Pennsylvania
$611K +$226K +3,668 +59%
ARC
477
Advisor Resource Council
Texas
$608K +$30.8K +500 +5%
RIM
478
RW Investment Management
Idaho
$599K – – –
AIMCA
479
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$598K -$4.34M -70,500 -88%
YMRC
480
Yorktown Management & Research Company
Virginia
$598K – – –
PSP
481
Principal Street Partners
Tennessee
$593K -$39.4K -639 -6%
NYLIM
482
New York Life Investment Management
New York
$592K -$77.9K -1,264 -12%
AGWCA
483
Annis Gardner Whiting Capital Advisors
Florida
$592K +$592K +9,610 New
FMN
484
Financial Management Network
California
$579K -$69.8K -1,168 -11%
BFS
485
Bradley Foster & Sargent
Connecticut
$574K – – –
FMAEN1
486
Fund Management at Engine No 1
California
$570K +$106K +1,725 +23%
AM
487
AGF Management
Ontario, Canada
$568K -$26.6K -431 -4%
GC
488
Guggenheim Capital
Illinois
$560K -$79.5K -1,291 -12%
ZIMP
489
Zimmermann Investment Management & Planning
Pennsylvania
$555K +$555K +9,004 New
MA
490
Mutual Advisors
Nebraska
$549K -$2.28K -37 -0.4%
AWM
491
Aries Wealth Management
Maine
$547K -$9.05K -150 -2%
SWM
492
Segment Wealth Management
Texas
$545K – – –
SM
493
Sciencast Management
New Jersey
$544K +$544K +8,836 New
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$540K +$154K +2,494 +40%
FG
495
Fiduciary Group
Georgia
$536K – – –
EGA
496
E&G Advisors
Texas
$530K – – –
SSW
497
Smith Shellnut Wilson
Mississippi
$524K – – –
SWS
498
SYSTM Wealth Solutions
Illinois
$521K -$53.8K -873 -9%
SAM
499
Sawgrass Asset Management
Florida
$520K -$9.18K -149 -2%
AI
500
Atom Investors
Texas
$516K +$516K +8,374 New
18 19
20
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