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KKR & Co
KKR

Overview Fund Activity

605 hedge funds and large institutions have $18.5B invested in KKR & Co in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 193 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+63
Holders Change %
+11.62%
% of All Funds
10.73%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
104
Increased
193
Reduced
195
Closed
36
Calls
$72.7M
Puts
$130M
Net Calls
-$57.3M
Net Calls Change
-$53.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$122M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
BlackRock
3
BlackRock
New York
$1.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$787M
5
KBC Group
5
KBC Group
Belgium
$132M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.54B
2
JSP
2
Jackson Square Partners
California
$377M
3
MC
3
Maverick Capital
Texas
$15.8M
4
WRF
4
Waddell & Reed Financial
Kansas
$96.8M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
576
Sound Income Strategies
Florida
$7K – – –
S
577
SignatureFD
Georgia
$6K – – –
PB
578
Pinnacle Bancorp
Nebraska
$6K – – –
GWM
579
Geneos Wealth Management
Colorado
$4K -$77.8K -1,985 -95%
WT
580
Washington Trust
Rhode Island
$4K -$14.6K -406 -79%
PC
581
Permanens Capital
New York
$4K – – –
RA
582
Reby Advisors
Connecticut
$4K +$4K +100 New
OSAM
583
O'Shaughnessy Asset Management
Connecticut
$3K -$1.08K -27 -26%
PAM
584
Panagora Asset Management
Massachusetts
$3K – – –
CA
585
Clearstead Advisors
Ohio
$3K – – –
SSB
586
Sandy Spring Bank
Maryland
$3K +$3K +80 New
FMP
587
Financial Management Professionals
Texas
$2K – – –
QCG
588
Quadrant Capital Group
Ohio
$2K +$327 +9 +20%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$2K +$1.06K +29 +112%
ICP
590
Interchange Capital Partners
Pennsylvania
$2K +$2K +50 New
AWM
591
Avior Wealth Management
Nebraska
$1K – – –
PA
592
Parallel Advisors
California
$1K +$500 +10 +100%
VCG
593
Vantage Consulting Group
Virginia
$1K +$1K +21 New
IA
594
IFS Advisors
Kansas
$1K +$1K +25 New
AWG
595
Altus Wealth Group
Colorado
$1K +$1K +27 New
CB
596
CNB Bank
Pennsylvania
$1K +$1K +30 New
DekaBank Deutsche Girozentrale
597
DekaBank Deutsche Girozentrale
Germany
$1K +$1K +35 New
AIM
598
Axiom Investment Management
New York
$917 -$160K -20,925 -99%
AIG
599
American International Group
New York
$285 +$4 +102 +1%
Walleye Capital
600
Walleye Capital
New York
$269 -$401 -9,907 -60%
22 23
24
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