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KKR & Co
KKR

Overview Fund Activity

702 hedge funds and large institutions have $26.6B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+49
Holders Change %
+7.5%
% of All Funds
12.26%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
258
Reduced
204
Closed
44
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$567M
2
SC
2
Samlyn Capital
New York
$121M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$96.4M
5
State Street
5
State Street
Massachusetts
$666M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B
2
VH
2
ValueAct Holdings
California
$1.61B
3
VVP
3
Vulcan Value Partners
Alabama
$1.28B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
501
Guggenheim Capital
Illinois
$415K -$140K -2,370 -25%
RIM
502
Regent Investment Management
Kentucky
$415K – – –
MSAM
503
Moloney Securities Asset Management
Missouri
$414K +$59 +1 +0%
CFN
504
Cordasco Financial Network
Florida
$405K +$889 +15 +0.2%
CCA
505
Clearwater Capital Advisors
Illinois
$402K -$24.3K -410 -6%
SIC
506
Samalin Investment Counsel
New York
$400K -$49.4K -833 -11%
VWA
507
Visionary Wealth Advisors
Illinois
$399K -$21.9K -370 -5%
PFC
508
Phocas Financial Corp
California
$393K +$393K +6,645 New
BFM
509
Boothbay Fund Management
New York
$392K +$392K +6,616 New
KWM
510
Kingsview Wealth Management
Oregon
$389K +$40.4K +677 +12%
US Bancorp
511
US Bancorp
Minnesota
$386K +$30.7K +518 +9%
CFGS
512
Concourse Financial Group Securities
Alabama
$368K -$5.8K -98 -2%
FPA
513
First Pacific Advisors
California
$366K – – –
DSC
514
Duncker Streett & Co
Missouri
$366K +$17.8K +300 +5%
OMC
515
Overbrook Management Corp
New York
$359K – – –
FM
516
Family Management
New York
$356K – – –
Lazard Asset Management
517
Lazard Asset Management
New York
$355K – – –
FAIM
518
Financial Advocates Investment Management
Washington
$353K -$762 -12 -0.2%
SW
519
SteelPeak Wealth
California
$353K -$59 -1 -0%
RFN
520
RDA Financial Network
Iowa
$353K +$237 +4 +0.1%
GA
521
Gateway Advisory
New Jersey
$351K – – –
BJL
522
Brighton Jones LLC
Washington
$350K +$11.1K +188 +3%
NAM
523
Nexpoint Asset Management
Texas
$348K -$36.8K -620 -10%
AFA
524
Arlington Financial Advisors
California
$347K +$347K +5,865 New
HCM
525
Hodges Capital Management
Texas
$345K +$473 +8 +0.1%
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