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KKR & Co
KKR

Overview Fund Activity

605 hedge funds and large institutions have $18.5B invested in KKR & Co in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 193 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+63
Holders Change %
+11.62%
% of All Funds
10.73%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
104
Increased
193
Reduced
195
Closed
36
Calls
$72.7M
Puts
$130M
Net Calls
-$57.3M
Net Calls Change
-$53.6M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$122M
2
Morgan Stanley
Morgan Stanley
New York
$183M
3
BlackRock
BlackRock
New York
$1.3B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$787M
5
KBC Group
KBC Group
Belgium
$132M

Top Sellers

1
VH
ValueAct Holdings
California
$1.54B
2
JSP
Jackson Square Partners
California
$377M
3
MC
Maverick Capital
Texas
$15.8M
4
WRF
Waddell & Reed Financial
Kansas
$96.8M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
501
Farr Miller & Washington
District of Columbia
$202K +$202K +5,000 New
CIC
502
Carnegie Investment Counsel
Ohio
$202K +$202K +5,000 New
TNB
503
TCF National Bank
South Dakota
$202K +$202K +5,000 New
GBA
504
Garrison Bradford & Associates
New York
$200K +$200K +4,950 New
SAM
505
Shell Asset Management
Netherlands
$170K +$40.9K +1,008 +32%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
AL
507
ADE LLC
Maryland
$154K +$154K +3,805 New
KCM
508
Kathmere Capital Management
Pennsylvania
$133K – – –
CHA
509
Carmichael Hill & Associates
Maryland
$132K +$446 +11 +0.3%
RWB
510
RMR Wealth Builders
New Jersey
$128K +$128K +3,157 New
NFSG
511
Newbridge Financial Services Group
Florida
$127K +$162 +4 +0.1%
Nisa Investment Advisors
512
Nisa Investment Advisors
Missouri
$122K +$122K +3,010 New
FA
513
Fortis Advisors
Pennsylvania
$121K – – –
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$117K +$40.3K +996 +53%
APP
515
Alpha Paradigm Partners
Illinois
$117K +$117K +2,899 New
AAP
516
Arax Advisory Partners
Colorado
$115K +$122 +3 +0.1%
Twin Tree Management
517
Twin Tree Management
Texas
$115K +$115K +2,834 New
MWC
518
MBM Wealth Consultants
Missouri
$109K +$24.4K +600 +29%
CWC
519
Carolinas Wealth Consulting
North Carolina
$108K +$28.1K +696 +35%
CA
520
Capitolis Advisors
New York
$105K +$105K +2,600 New
GRP
521
Global Retirement Partners
California
$101K +$243 +6 +0.2%
FBT
522
First Bank & Trust
South Dakota
$96K +$2.62K +65 +3%
CWP
523
Concord Wealth Partners
Virginia
$94K +$94K +2,324 New
GWMIA
524
Global Wealth Management Investment Advisory
Florida
$90K +$6.43K +159 +8%
EWM
525
Edge Wealth Management
New York
$77K – – –
19 20
21
22 23