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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 %
DCM
551
Driehaus Capital Management
Illinois
$274K -$13.9K -249 -5%
CCA
552
Clearwater Capital Advisors
Illinois
$271K -$28K -500 -9%
EIA
553
Edgemoor Investment Advisors
Maryland
$271K – – –
EAM
554
Eschler Asset Management
United Kingdom
$270K – – –
DSC
555
Duncker Streett & Co
Missouri
$269K – – –
TW
556
TrinityPoint Wealth
Connecticut
$268K -$280 -5 -0.1%
9WM
557
9258 Wealth Management
Ohio
$268K -$7.45K -133 -3%
FCCM
558
First City Capital Management
Georgia
$266K – – –
AFS
559
Aft Forsyth & Sober
Florida
$263K – – –
FC
560
Fusion Capital
South Carolina
$262K +$784 +14 +0.3%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$260K – – –
FH
562
FWG Holdings
Florida
$259K +$259K +4,198 New
CB
563
Cadence Bank
Mississippi
$258K -$14.7K -262 -5%
PFS
564
Prospera Financial Services
Texas
$256K +$1.68K +30 +0.7%
BFM
565
Boothbay Fund Management
New York
$256K +$256K +4,563 New
IC
566
IEQ Capital
California
$254K -$92.3K -1,648 -27%
HCM
567
Hodges Capital Management
Texas
$252K -$257K -5,150 Closed
GA
568
Gateway Advisory
New Jersey
$252K – – –
SDWMA
569
Schneider Downs Wealth Management Advisors
Pennsylvania
$252K – – –
AWA
570
Arkadios Wealth Advisors
Georgia
$252K -$1.85K -33 -0.7%
EI
571
Ethic Inc
New York
$251K +$4.03K +72 +2%
RFA
572
Register Financial Advisors
Georgia
$248K -$13.8K -246 -5%
RFN
573
RDA Financial Network
Iowa
$247K +$7.06K +126 +3%
UB
574
UMB Bank
Missouri
$245K -$77K -1,375 -24%
AAS
575
Ameritas Advisory Services
Nebraska
$244K -$958K -17,454 -80%
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