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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 %
CIC
551
Carnegie Investment Counsel
Ohio
$296K – – –
EL
552
EMFO LLC
Florida
$296K +$296K +5,000 New
DILIC
553
Dai-ichi Life Insurance Company
Japan
$295K -$55.7K -939 -16%
HAG
554
HighPoint Advisor Group
Illinois
$295K +$17.3K +293 +6%
SP
555
Symmetry Partners
Connecticut
$291K – – –
TMAM
556
Tokio Marine Asset Management
Japan
$287K +$33K +558 +13%
AWM
557
AE Wealth Management
Kansas
$286K +$286K +4,833 New
AMC
558
Asset Management Corp
Illinois
$285K +$355 +6 +0.1%
ECM
559
Evergreen Capital Management
Washington
$285K +$475 +8 +0.2%
9WM
560
9258 Wealth Management
Ohio
$284K -$68.2K -1,151 -19%
KIA
561
KCM Investment Advisors
California
$284K – – –
TW
562
TrinityPoint Wealth
Connecticut
$283K – – –
PG
563
Patten Group
Tennessee
$283K +$283K +4,769 New
PWM
564
PRW Wealth Management
Massachusetts
$283K +$283K +4,769 New
ACP
565
Aviance Capital Partners
Florida
$274K – – –
HNB
566
Huntington National Bank
Ohio
$269K +$245K +4,134 +999%
PA
567
Profund Advisors
Maryland
$266K -$34.4K -580 -11%
QT
568
Quantamental Technologies
New York
$263K +$263K +4,435 New
EDRH
569
Edmond de Rothschild Holding
Switzerland
$260K – – –
V
570
Veritable
Delaware
$258K +$1.66K +28 +0.6%
KA
571
Kovack Advisors
Florida
$249K -$9.84K -166 -4%
EWM
572
Evercore Wealth Management
New York
$247K – – –
SAG
573
Spotlight Asset Group
Illinois
$246K – – –
CI
574
Cigna Investments
Connecticut
$243K -$2.37K -40 -1%
DA
575
Denali Advisors
California
$243K +$243K +4,100 New
21 22
23
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