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KKR & Co
KKR

Overview Fund Activity

792 hedge funds and large institutions have $31.2B invested in KKR & Co in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+34
Holders Change %
+4.49%
% of All Funds
12.63%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.72%
New
102
Increased
265
Reduced
255
Closed
57
Calls
$320M
Puts
$171M
Net Calls
+$149M
Net Calls Change
+$10.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.02B
2
Citadel Advisors
Citadel Advisors
Florida
$254M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Millennium Management
Millennium Management
New York
$292M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$261M

Top Sellers

1
VH
ValueAct Holdings
California
$704M
2
Harris Associates
Harris Associates
Illinois
$1.66B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$508M
4
VVP
Vulcan Value Partners
Alabama
$426M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
526
Obermeyer Wealth Partners
Colorado
$436K – – –
Envestnet Portfolio Solutions
527
Envestnet Portfolio Solutions
Illinois
$429K +$429K +6,968 New
ASN
528
Advisory Services Network
Georgia
$425K -$65.8K -1,068 -13%
DI
529
Diligent Investors
California
$425K – – –
AIG
530
American International Group
New York
$423K -$26.2K -425 -6%
ONB
531
Old National Bancorp
Indiana
$423K -$616 -10 -0.1%
CI
532
Cigna Investments
Connecticut
$420K – – –
EF
533
Empowered Funds
Pennsylvania
$418K +$51.7K +840 +14%
DIA
534
Dana Investment Advisors
Wisconsin
$416K +$416K +6,759 New
MYAM
535
Meiji Yasuda Asset Management
Japan
$414K +$56.7K +920 +16%
SFA
536
Sequoia Financial Advisors
Ohio
$413K -$27.8K -452 -6%
LA
537
LBP AM
France
$410K +$410K +6,663 New
WF
538
Welch & Forbes
Massachusetts
$403K – – –
PWP
539
Principle Wealth Partners
Connecticut
$400K – – –
AAS
540
Ameritas Advisory Services
Nebraska
$398K +$135K +2,275 +51%
NW
541
NewEdge Wealth
Pennsylvania
$396K -$56.4K -915 -12%
NSG
542
Nalls Sherbakoff Group
Tennessee
$391K – – –
BCWM
543
Bartlett & Co Wealth Management
Ohio
$388K -$43.1K -700 -10%
BC
544
Bartlett & Co
Ohio
$388K -$43.1K -700 -10%
VFO
545
Virtus Family Office
Texas
$380K +$49.7K +807 +15%
VPIM
546
Vanguard Personalized Indexing Management
California
$376K -$8.19K -133 -2%
FFA
547
Farther Finance Advisors
California
$373K +$24.8K +402 +7%
HWM
548
HB Wealth Management
Georgia
$373K +$17.5K +284 +5%
FM
549
Family Management
New York
$370K -$246 -4 -0.1%
NIM
550
Northeast Investment Management
Massachusetts
$370K – – –
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