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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 %
FA
551
Fortis Advisors
Pennsylvania
$147K – – –
FQ
552
First Quadrant
California
$147K +$124K +2,537 +526%
T2I
553
Turim 21 Investimentos
Brazil
$147K +$147K +3,000 New
RCM
554
Regency Capital Management
Hawaii
$147K +$147K +3,000 New
PFGIA
555
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$66.9K +1,374 +86%
AWC
556
Abundance Wealth Counselors
Pennsylvania
$142K +$142K +2,909 New
PAM
557
Panagora Asset Management
Massachusetts
$141K +$137K +2,815 +3,656%
Bank Julius Baer & Co
558
Bank Julius Baer & Co
Switzerland
$132K -$7.89M -161,656 -98%
FBT
559
First Bank & Trust
South Dakota
$132K +$15.4K +315 +13%
CWC
560
Carolinas Wealth Consulting
North Carolina
$131K – – –
MWC
561
MBM Wealth Consultants
Missouri
$131K – – –
ACM
562
Allred Capital Management
Texas
$130K +$130K +2,668 New
CA
563
Capitolis Advisors
New York
$127K – – –
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$123K -$18.3K -375 -13%
GRP
565
Global Retirement Partners
California
$122K +$244 +5 +0.2%
GWMIA
566
Global Wealth Management Investment Advisory
Florida
$121K +$12.6K +259 +12%
CWP
567
Concord Wealth Partners
Virginia
$114K – – –
DOA
568
D'Orazio & Associates
Virginia
$114K +$76.9K +1,574 +207%
CFA
569
Carroll Financial Associates
North Carolina
$102K +$77.4K +1,600 +315%
BMD
570
Better Money Decisions
New Mexico
$100K +$100K +2,051 New
EWM
571
Edge Wealth Management
New York
$93K – – –
GWSG
572
GPS Wealth Strategies Group
Colorado
$92K +$92K +1,891 New
PCTC
573
Perkins Coie Trust Company
Washington
$85K – – –
BWL
574
Bogart Wealth LLC
Virginia
$83K – – –
AF
575
Arrow Financial
New York
$82K – – –
21 22
23
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