KKR icon

KKR & Co
KKR

Overview Fund Activity

653 hedge funds and large institutions have $22.2B invested in KKR & Co in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 207 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+48
Holders Change %
+7.93%
% of All Funds
11.5%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
97
Increased
207
Reduced
207
Closed
45
Calls
$44.6M
Puts
$56.9M
Net Calls
-$12.3M
Net Calls Change
+$45M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$291M
2
Deutsche Bank
2
Deutsche Bank
Germany
$212M
3
Capital International Investors
3
Capital International Investors
California
$1.23B
4
BlackRock
4
BlackRock
New York
$1.66B
5
ZIG
5
Zurich Insurance Group
Switzerland
$81.8M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.54B
2
JSP
2
Jackson Square Partners
California
$224M
3
Invesco
3
Invesco
Georgia
$509M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$118M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
526
Williams Jones Wealth Management
New York
$234K +$234K +4,789 New
ECM
527
Evergreen Capital Management
Washington
$234K +$234K +4,796 New
KIA
528
KCM Investment Advisors
California
$234K +$234K +4,800 New
BAMF
529
BI Asset Management Fondsmaeglerselskab
Denmark
$232K +$232K +4,745 New
SM
530
Sciencast Management
New Jersey
$227K +$227K +4,400 New
ACP
531
Aviance Capital Partners
Florida
$226K +$226K +4,624 New
BIM
532
Baldwin Investment Management
Pennsylvania
$223K -$29.3K -600 -12%
CPA
533
Capital Planning Advisors
California
$221K +$221K +4,520 New
BHA
534
Beech Hill Advisors
New York
$220K +$220K +4,500 New
HCP
535
Hexagon Capital Partners
Arkansas
$218K -$87.3K -1,788 -29%
EDRH
536
Edmond de Rothschild Holding
Switzerland
$214K +$214K +4,389 New
KA
537
Kovack Advisors
Florida
$213K +$213K +4,368 New
CWG
538
Cornerstone Wealth Group
North Carolina
$212K +$212K +4,000 New
V
539
Veritable
Delaware
$212K +$212K +4,335 New
NA
540
NewEdge Advisors
Louisiana
$211K +$211K +4,309 New
TMAM
541
Tokio Marine Asset Management
Japan
$209K +$209K +4,288 New
EWM
542
Evercore Wealth Management
New York
$205K +$205K +4,181 New
SAG
543
Spotlight Asset Group
Illinois
$203K +$203K +4,157 New
CI
544
Cigna Investments
Connecticut
$202K -$44.5K -913 -18%
AL
545
ADE LLC
Maryland
$186K – – –
FC
546
FORA Capital
Florida
$166K -$1.08M -22,154 -87%
RWB
547
RMR Wealth Builders
New Jersey
$163K +$8.52K +174 +6%
CHA
548
Carmichael Hill & Associates
Maryland
$160K +$489 +10 +0.3%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
NFSG
550
Newbridge Financial Services Group
Florida
$153K +$146 +3 +0.1%
20 21
22
23 24