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KKR & Co
KKR

Overview Fund Activity

542 hedge funds and large institutions have $15.4B invested in KKR & Co in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 153 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+45
Holders Change %
+9.05%
% of All Funds
10.97%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.45%
New
90
Increased
153
Reduced
177
Closed
43
Calls
$93.3M
Puts
$97M
Net Calls
-$3.72M
Net Calls Change
-$66.7M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$149M
2
Invesco
Invesco
Georgia
$440M
3
Legal & General Group
Legal & General Group
United Kingdom
$223M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$186M
5
Holocene Advisors
Holocene Advisors
New York
$34.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
2
IAM
Iridian Asset Management
Connecticut
$67.7M
3
VVP
Vulcan Value Partners
Alabama
$886M
4
JSP
Jackson Square Partners
California
$395M
5
AI
Ariel Investments
Illinois
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$23K – – –
MHR
502
Matthew Hamilton Rosenberg
$23K – – –
AWA
503
Arkadios Wealth Advisors
Georgia
$21.5K – – –
TFS
504
TrustCore Financial Services
Tennessee
$21K -$3.5K -100 -14%
FHA
505
First Horizon Advisors
Tennessee
$20K -$9.95K -292 -33%
AIM
506
Arcadia Investment Management
Michigan
$20K – – –
IFAM
507
Institutional & Family Asset Management
Colorado
$18K +$68 +2 +0.4%
WT
508
Washington Trust
Rhode Island
$18K +$13.9K +400 +342%
CFA
509
Carroll Financial Associates
North Carolina
$17K – – –
TCM
510
Tradewinds Capital Management
Washington
$17K – – –
JWM
511
Jeppson Wealth Management
California
$15K +$15K +450 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
512
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K -$91.9K -2,643 -88%
FFA
513
Founders Financial Alliance
North Carolina
$13K +$13K +379 New
BBL
514
Beck Bode LLC
Massachusetts
$12K +$12K +357 New
EARNEST Partners
515
EARNEST Partners
Georgia
$12K +$12K +359 New
Axa
516
Axa
France
$11K +$11K +326 New
Millennium Management
517
Millennium Management
New York
$10.1K -$17.3K -502,919 -63%
EWM
518
Endurance Wealth Management
Rhode Island
$10K – – –
NNP
519
Nachman Norwood & Parrott
South Carolina
$10K +$10K +300 New
RA
520
Rational Advisors
New York
$8K +$8K +245 New
WB
521
Webster Bank
Connecticut
$7K – – –
CFD
522
Creative Financial Designs
Indiana
$7K +$35 +1 +0.5%
SIM
523
Sonora Investment Management
Arizona
$7K +$7K +200 New
CG
524
Cutler Group
California
$6K -$192K -6,402 -97%
SIS
525
Sound Income Strategies
Florida
$6K +$6K +161 New
19 20
21
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