KKR icon

KKR & Co
KKR

Overview Fund Activity

653 hedge funds and large institutions have $22.2B invested in KKR & Co in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 207 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+48
Holders Change %
+7.93%
% of All Funds
11.5%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
97
Increased
207
Reduced
207
Closed
45
Calls
$44.6M
Puts
$56.9M
Net Calls
-$12.3M
Net Calls Change
+$45M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$291M
2
Deutsche Bank
2
Deutsche Bank
Germany
$212M
3
Capital International Investors
3
Capital International Investors
California
$1.23B
4
BlackRock
4
BlackRock
New York
$1.66B
5
ZIG
5
Zurich Insurance Group
Switzerland
$81.8M

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.54B
2
JSP
2
Jackson Square Partners
California
$224M
3
Invesco
3
Invesco
Georgia
$509M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$118M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
576
Montag & Associates
Georgia
$82K – – –
IAIM
577
International Assets Investment Management
Florida
$77K – – –
HIA
578
Harbor Investment Advisory
Maryland
$74K +$74K +1,519 New
HI
579
Hoey Investments
Pennsylvania
$72K – – –
HFM
580
Harvest Fund Management
China
$68K – – –
PCM
581
Penserra Capital Management
California
$66K +$11.3K +233 +21%
KFS
582
Kelly Financial Services
Massachusetts
$61.1K – – –
SIM
583
Sonora Investment Management
Arizona
$55K – – –
WTC
584
WhitTier Trust Company
Nevada
$54K – – –
PMFA
585
Plante Moran Financial Advisors
Michigan
$54K +$54K +1,108 New
PCG
586
Private Capital Group
Connecticut
$53K +$780 +16 +1%
TCOV
587
Trust Company of Vermont
Vermont
$49K – – –
KTC
588
Kistler-Tiffany Companies
Pennsylvania
$46K -$1.5K -31 -3%
MWP
589
Meridian Wealth Partners
Pennsylvania
$44K +$1.28K +26 +3%
BAM
590
Bellevue Asset Management
Washington
$41K -$395 -8 -1%
AA
591
Ancora Advisors
Ohio
$39K – – –
CH
592
Canton Hathaway
Rhode Island
$39K +$39K +800 New
DAM
593
Delta Asset Management
Tennessee
$37K -$7.39K -150 -17%
FHA
594
First Horizon Advisors
Tennessee
$37K +$37K +750 New
TFGT
595
TS Financial Group (TSFG)
Illinois
$35K -$3.84K -79 -10%
PVH
596
Psagot Value Holdings
Israel
$35K – – –
RE
597
RBC Europe
United Kingdom
$34.6K +$21K +430 +154%
LGWM
598
Litman Gregory Wealth Management
California
$34K – – –
MHR
599
Matthew Hamilton Rosenberg
$33K – – –
HR
600
Howe & Rusling
New York
$32K – – –
22 23
24
25 26