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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 %
FPA
526
First Pacific Advisors
California
$376K – – –
DSC
527
Duncker Streett & Co
Missouri
$376K – – –
OMC
528
Overbrook Management Corp
New York
$369K – – –
CCIA
529
Campbell & Co Investment Adviser
Maryland
$368K +$368K +6,050 New
FHB
530
First Hawaiian Bank
Hawaii
$365K -$128K -2,100 -26%
Lazard Asset Management
531
Lazard Asset Management
New York
$365K – – –
FM
532
Family Management
New York
$365K – – –
NIM
533
Northeast Investment Management
Massachusetts
$365K +$140K +2,300 +62%
X
534
Xponance
Pennsylvania
$363K -$135K -2,208 -27%
FH
535
FWG Holdings
Florida
$363K +$9.8K +161 +3%
RFN
536
RDA Financial Network
Iowa
$362K -$975 -16 -0.3%
GA
537
Gateway Advisory
New Jersey
$361K – – –
FAIM
538
Financial Advocates Investment Management
Washington
$360K +$22.2K +365 +7%
SW
539
SteelPeak Wealth
California
$358K -$4.88K -80 -1%
NAM
540
Nexpoint Asset Management
Texas
$357K – – –
AFA
541
Arlington Financial Advisors
California
$357K – – –
HCM
542
Hodges Capital Management
Texas
$355K +$486 +8 +0.1%
LWAC
543
Laurel Wealth Advisors (California)
California
$351K – – –
BDWM
544
Brewin Dolphin Wealth Management
Ireland
$347K – – –
IIC
545
Integrated Investment Consultants
Michigan
$346K +$346K +5,678 New
AWM
546
AE Wealth Management
Kansas
$344K +$50K +822 +17%
GC
547
Guggenheim Capital
Illinois
$341K -$85.7K -1,408 -20%
NERM
548
New England Research & Management
Illinois
$341K – – –
GLA
549
Good Life Advisors
Pennsylvania
$339K +$339K +5,567 New
EIA
550
Edgemoor Investment Advisors
Maryland
$335K – – –
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