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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 %
EF
526
Empowered Funds
Pennsylvania
$333K +$333K +5,940 New
TRCT
527
Tower Research Capital (TRC)
New York
$330K +$297K +5,297 +895%
DC
528
Davenport & Co
Virginia
$330K -$184K -3,281 -36%
XT
529
XTX Topco
Cayman Islands
$329K +$43.8K +782 +15%
AFA
530
Arlington Financial Advisors
California
$328K -$336 -6 -0.1%
GT
531
Glenmede Trust
Pennsylvania
$328K – – –
NSG
532
Nalls Sherbakoff Group
Tennessee
$327K -$10.3K -200 -3%
IWC
533
Integrated Wealth Concepts
Massachusetts
$327K +$2.02K +36 +0.6%
MYAM
534
Meiji Yasuda Asset Management
Japan
$325K +$16.3K +290 +5%
HWM
535
HB Wealth Management
Georgia
$323K +$35.7K +638 +12%
FFA
536
Farther Finance Advisors
California
$317K +$77.7K +1,388 +33%
GLA
537
Good Life Advisors
Pennsylvania
$312K – – –
Axa
538
Axa
France
$311K +$6.55K +117 +2%
SW
539
SteelPeak Wealth
California
$305K – – –
PWM
540
PRW Wealth Management
Massachusetts
$305K – – –
VFO
541
Virtus Family Office
Texas
$300K -$235K -4,189 -44%
NI
542
NFC Investments
Tennessee
$299K +$299K +5,340 New
SAM
543
Seelaus Asset Management
New Jersey
$297K +$297K +5,295 New
FHA
544
First Horizon Advisors
Tennessee
$292K -$23K -410 -7%
KIA
545
KCM Investment Advisors
California
$291K -$1.41M -25,218 -83%
SM
546
Sweeney & Michel
California
$287K – – –
HKAM
547
Horizon Kinetics Asset Management
New York
$283K – – –
FBT
548
First Bank & Trust
South Dakota
$280K -$7.67K -137 -3%
FCP
549
Fidelis Capital Partners
Florida
$278K +$51.3K +916 +23%
SP
550
Symmetry Partners
Connecticut
$275K – – –
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