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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 %
FH
526
FWG Holdings
Florida
$344K +$344K +5,804 New
LWAC
527
Laurel Wealth Advisors (California)
California
$341K -$7.4K -125 -2%
EWA
528
EP Wealth Advisors
California
$341K +$26.1K +441 +8%
WP
529
WealthPLAN Partners
Nebraska
$338K – – –
BDWM
530
Brewin Dolphin Wealth Management
Ireland
$338K – – –
C
531
Certuity
Florida
$336K +$9.41K +159 +3%
NERM
532
New England Research & Management
Illinois
$332K – – –
EIA
533
Edgemoor Investment Advisors
Maryland
$326K – – –
CPA
534
Capital Planning Advisors
California
$324K +$56.3K +950 +21%
GPFA
535
Game Plan Financial Advisors
Ohio
$321K -$97.6K -1,650 -23%
GT
536
Glenview Trust
Kentucky
$321K +$321K +5,414 New
FNBSF
537
First National Bank Sioux Falls
South Dakota
$314K – – –
WSC
538
Wellington Shields & Co
New York
$314K – – –
FCCM
539
First City Capital Management
Georgia
$311K -$3.38K -51 -1%
WJWM
540
Williams Jones Wealth Management
New York
$310K +$26.4K +446 +9%
MYAM
541
Meiji Yasuda Asset Management
Japan
$308K – – –
QTM
542
qPULA Trading Management
New York
$308K +$308K +5,203 New
SS
543
Sunbelt Securities
Texas
$303K – – –
CW
544
CreativeOne Wealth
Kansas
$302K +$302K +5,105 New
SPC
545
Sigma Planning Corp
Michigan
$301K +$237 +4 +0.1%
HKAM
546
Horizon Kinetics Asset Management
New York
$300K – – –
SC
547
Scotia Capital
Ontario, Canada
$297K -$2.96K -50 -1%
ACP
548
Ashfield Capital Partners
California
$297K – – –
APCM
549
Arbiter Partners Capital Management
New York
$296K -$118K -2,000 -29%
FMW
550
Farr Miller & Washington
District of Columbia
$296K – – –
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