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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
1
Massachusetts Financial Services
Massachusetts
$362M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Capital International Investors
3
Capital International Investors
California
$1.66B
4
EIP
4
Epoch Investment Partners
New York
$120M
5
Holocene Advisors
5
Holocene Advisors
New York
$178M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B
2
VH
2
ValueAct Holdings
California
$1.46B
3
VVP
3
Vulcan Value Partners
Alabama
$1.13B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$663M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
551
Kalos Management
Georgia
$335K +$335K +4,250 New
CPA
552
Capital Planning Advisors
California
$333K – – –
MYAM
553
Meiji Yasuda Asset Management
Japan
$332K +$15.8K +260 +5%
QT
554
Quantamental Technologies
New York
$331K +$61.1K +1,003 +23%
GPFA
555
Game Plan Financial Advisors
Ohio
$330K – – –
TMAM
556
Tokio Marine Asset Management
Japan
$326K +$31.4K +517 +11%
GT
557
Glenview Trust
Kentucky
$323K -$6.08K -100 -2%
FNBSF
558
First National Bank Sioux Falls
South Dakota
$323K – – –
WSC
559
Wellington Shields & Co
New York
$323K – – –
CCA
560
Clearwater Capital Advisors
Illinois
$321K -$91.8K -1,510 -22%
WJWM
561
Williams Jones Wealth Management
New York
$319K +$547 +9 +0.2%
SWA
562
Stratos Wealth Advisors
Ohio
$315K +$315K +5,174 New
FTDI
563
First Trust Direct Indexing
Massachusetts
$315K +$315K +5,179 New
FMBTD
564
First Midwest Bank Trust Division
Illinois
$315K +$315K +5,179 New
HKAM
565
Horizon Kinetics Asset Management
New York
$308K – – –
Parallax Volatility Advisers
566
Parallax Volatility Advisers
California
$308K +$308K +5,054 New
GRP
567
Global Retirement Partners
California
$307K +$155K +2,537 +101%
ACP
568
Ashfield Capital Partners
California
$305K – – –
EL
569
EMFO LLC
Florida
$304K – – –
CIC
570
Carnegie Investment Counsel
Ohio
$304K – – –
SP
571
Symmetry Partners
Connecticut
$304K – – –
EBA
572
Eagle Bay Advisors
New York
$304K +$149K +2,450 +96%
T2I
573
Turim 21 Investimentos
Brazil
$304K +$152K +2,500 +100%
SS
574
Sunbelt Securities
Texas
$303K – – –
DILIC
575
Dai-ichi Life Insurance Company
Japan
$303K – – –
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