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KKR & Co
KKR

Overview Fund Activity

744 hedge funds and large institutions have $27.2B invested in KKR & Co in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 286 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+42
Holders Change %
+5.98%
% of All Funds
13.07%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
98
Increased
286
Reduced
206
Closed
48
Calls
$134M
Puts
$119M
Net Calls
+$14.2M
Net Calls Change
+$30.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$362M
2
Millennium Management
Millennium Management
New York
$182M
3
Capital International Investors
Capital International Investors
California
$1.66B
4
EIP
Epoch Investment Partners
New York
$120M
5
Holocene Advisors
Holocene Advisors
New York
$178M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2B
2
VH
ValueAct Holdings
California
$1.46B
3
VVP
Vulcan Value Partners
Alabama
$1.13B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$663M
5
Principal Financial Group
Principal Financial Group
Iowa
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
501
Moloney Securities Asset Management
Missouri
$447K +$21.2K +348 +5%
SCA
502
Snowden Capital Advisors
New York
$443K -$17.6K -289 -4%
ASN
503
Advisory Services Network
Georgia
$438K +$609 +10 +0.1%
TCA
504
Transcend Capital Advisors
New Jersey
$437K +$437K +5,714 New
VWA
505
Visionary Wealth Advisors
Illinois
$434K +$23.8K +390 +6%
OWP
506
Obermeyer Wealth Partners
Colorado
$431K – – –
WG
507
Winton Group
United Kingdom
$429K -$208K -3,419 -33%
FFN
508
Focus Financial Network
Minnesota
$428K -$15.2K -250 -3%
RIM
509
Regent Investment Management
Kentucky
$426K – – –
CFN
510
Cordasco Financial Network
Florida
$417K +$731 +12 +0.2%
C
511
Certuity
Florida
$416K +$70.1K +1,151 +20%
ALAM
512
Asahi Life Asset Management
Japan
$416K +$416K +6,840 New
SIC
513
Samalin Investment Counsel
New York
$411K +$791 +13 +0.2%
KWM
514
Kingsview Wealth Management
Oregon
$410K +$13.6K +223 +3%
SOW
515
State of Wyoming
Wyoming
$402K -$193K -3,169 -32%
WP
516
WealthPLAN Partners
Nebraska
$402K +$2.95K +38 +0.7%
CAM
517
CenterStar Asset Management
Illinois
$399K – – –
BJL
518
Brighton Jones LLC
Washington
$399K +$39.1K +642 +11%
LS
519
Livforsakringsbolaget Skandia
Sweden
$396K -$73.1K -1,200 -16%
BF
520
BOK Financial
Oklahoma
$389K +$389K +6,384 New
NA
521
NewEdge Advisors
Louisiana
$385K -$343K -5,630 -47%
BAS
522
Brown Advisory Securities
Maryland
$380K +$380K +6,224 New
CFGS
523
Concourse Financial Group Securities
Alabama
$379K +$244 +4 +0.1%
AIG
524
American International Group
New York
$377K -$41.3K -679 -10%
DA
525
Denali Advisors
California
$377K +$128K +2,100 +51%
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