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KKR & Co
KKR

Overview Fund Activity

758 hedge funds and large institutions have $27.1B invested in KKR & Co in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+15
Holders Change %
+2.02%
% of All Funds
11.95%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.52%
New
74
Increased
241
Reduced
280
Closed
56
Calls
$268M
Puts
$130M
Net Calls
+$139M
Net Calls Change
+$167M

Top Buyers

1
DCP
1
Darsana Capital Partners
New York
$224M
2
Harris Associates
2
Harris Associates
Illinois
$1.63B
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$108M
5
Invesco
5
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
4
Capital International Investors
California
$2.23B
5
Goldman Sachs
5
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
501
Diligent Investors
California
$386K – – –
ONB
502
Old National Bancorp
Indiana
$385K +$840 +15 +0.2%
CI
503
Cigna Investments
Connecticut
$382K +$41.5K +741 +12%
JWM
504
Jessup Wealth Management
Ohio
$380K -$249K -4,440 -40%
VF
505
Virtu Financial
New York
$379K +$379K +6,771 New
Wolverine Trading
506
Wolverine Trading
Illinois
$378K +$378K +6,754 New
GSEP
507
Golden State Equity Partners
California
$377K +$149K +2,656 +65%
CM
508
Caption Management
Oklahoma
$370K -$1.36M -24,246 -79%
WF
509
Welch & Forbes
Massachusetts
$367K – – –
DWM
510
Dakota Wealth Management
Florida
$365K +$40K +714 +12%
PWP
511
Principle Wealth Partners
Connecticut
$364K – – –
V
512
Veritable
Delaware
$362K -$4.48K -80 -1%
PA
513
Procyon Advisors
Connecticut
$358K +$358K +6,386 New
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$352K +$50.1K +894 +17%
VPIM
515
Vanguard Personalized Indexing Management
California
$349K +$60.8K +1,085 +21%
SIC
516
Samalin Investment Counsel
New York
$345K +$840 +15 +0.2%
SFI
517
Siemens Fonds Invest
Germany
$344K – – –
CWA
518
CM Wealth Advisors
Ohio
$337K -$1.63M -27,207 -83%
FM
519
Family Management
New York
$336K -$6.22K -111 -2%
Lazard Asset Management
520
Lazard Asset Management
New York
$336K – – –
NIM
521
Northeast Investment Management
Massachusetts
$336K – – –
IFWM
522
Institute for Wealth Management
Colorado
$334K – – –
CIC
523
Carnegie Investment Counsel
Ohio
$334K -$56 -1 -0%
TCA
524
Transcend Capital Advisors
New Jersey
$334K -$840 -15 -0.3%
EST
525
EA Series Trust
Pennsylvania
$333K +$333K +5,940 New
19 20
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