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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 %
Lazard Asset Management
551
Lazard Asset Management
New York
$369K -$554 -9 -0.1%
CIC
552
Carnegie Investment Counsel
Ohio
$368K – – –
SIC
553
Samalin Investment Counsel
New York
$362K -$17.6K -286 -5%
AFA
554
Arlington Financial Advisors
California
$361K – – –
OTL
555
Oak Thistle LLC
New York
$361K -$345K -5,608 -49%
IWC
556
Integrated Wealth Concepts
Massachusetts
$361K +$1.29K +21 +0.4%
ALAM
557
Asahi Life Asset Management
Japan
$356K +$356K +5,785 New
KIA
558
KCM Investment Advisors
California
$353K +$32.8K +533 +10%
DC
559
Davenport & Co
Virginia
$345K -$17.7K -288 -5%
GLA
560
Good Life Advisors
Pennsylvania
$343K – – –
IFWM
561
Institute for Wealth Management
Colorado
$341K -$26.7K -433 -7%
GRIM
562
Greenhaven Road Investment Management
Connecticut
$341K -$56.7K -92,000 -14%
SW
563
SteelPeak Wealth
California
$336K +$246 +4 +0.1%
TCA
564
Transcend Capital Advisors
New Jersey
$336K -$30.8K -500 -8%
Lido Advisors
565
Lido Advisors
California
$332K +$70.4K +1,143 +27%
QCM
566
QRG Capital Management
Illinois
$330K +$330K +5,361 New
S
567
SignatureFD
Georgia
$328K +$68.3K +1,108 +26%
IC
568
IEQ Capital
California
$327K +$46.8K +759 +17%
DWM
569
Dakota Wealth Management
Florida
$324K -$77.9K -1,265 -19%
HKAM
570
Horizon Kinetics Asset Management
New York
$312K – – –
FHA
571
First Horizon Advisors
Tennessee
$307K -$14.5K -235 -5%
PFS
572
Prospera Financial Services
Texas
$305K +$23.6K +383 +8%
FH
573
FWG Holdings
Florida
$303K +$55.6K +943 +22%
SP
574
Symmetry Partners
Connecticut
$302K – – –
D.E. Shaw & Co
575
D.E. Shaw & Co
New York
$302K -$356K -5,784 -54%
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