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

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.54B
2
JSP
2
Jackson Square Partners
California
$377M
3
MC
3
Maverick Capital
Texas
$15.8M
4
WRF
4
Waddell & Reed Financial
Kansas
$96.8M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
526
International Assets Investment Management
Florida
$77K +$77K +2,014 New
PCTC
527
Perkins Coie Trust Company
Washington
$71K +$71K +1,750 New
AF
528
Arrow Financial
New York
$68K – – –
BWL
529
Bogart Wealth LLC
Virginia
$68K – – –
CFB
530
Cullen/Frost Bankers
Texas
$68K – – –
MA
531
Montag & Associates
Georgia
$68K +$68K +1,678 New
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$65K +1,603 New
HI
533
Hoey Investments
Pennsylvania
$59K – – –
HFM
534
Harvest Fund Management
China
$56K -$18.1K -455 -24%
FCH
535
Freestone Capital Holdings
Washington
$53.7K -$102K -2,524 -66%
KFS
536
Kelly Financial Services
Massachusetts
$50.6K – – –
SIM
537
Sonora Investment Management
Arizona
$46K +$37.9K +932 +466%
PCM
538
Penserra Capital Management
California
$45K -$78.7K -1,970 -64%
WTC
539
WhitTier Trust Company
Nevada
$45K – – –
PCG
540
Private Capital Group
Connecticut
$43K – – –
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
TCOV
542
Trust Company of Vermont
Vermont
$40K – – –
DAM
543
Delta Asset Management
Tennessee
$36K -$2K -50 -5%
MWP
544
Meridian Wealth Partners
Pennsylvania
$35K – – –
BAM
545
Bellevue Asset Management
Washington
$33K -$276 -7 -0.8%
AA
546
Ancora Advisors
Ohio
$32K – – –
TFGT
547
TS Financial Group (TSFG)
Illinois
$32K +$3.36K +84 +12%
DOA
548
D'Orazio & Associates
Virginia
$31K +$31K +759 New
PVH
549
Psagot Value Holdings
Israel
$29K – – –
LGWM
550
Litman Gregory Wealth Management
California
$28K – – –
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22
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