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KKR & Co
KKR

Overview Fund Activity

702 hedge funds and large institutions have $26.6B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+49
Holders Change %
+7.5%
% of All Funds
12.26%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
258
Reduced
204
Closed
44
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$567M
2
SC
2
Samlyn Capital
New York
$121M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$96.4M
5
State Street
5
State Street
Massachusetts
$666M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B
2
VH
2
ValueAct Holdings
California
$1.61B
3
VVP
3
Vulcan Value Partners
Alabama
$1.28B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
576
Voya Financial Advisors
Connecticut
$242K -$1.34M -22,126 -85%
MA
577
MONECO Advisors
Connecticut
$240K +$240K +4,055 New
FANJ
578
Financial Architects (New Jersey)
New Jersey
$239K +$239K +4,039 New
ARC
579
Advisor Resource Council
Texas
$237K +$237K +4,000 New
AAP
580
Arax Advisory Partners
Colorado
$237K +$237K +4,002 New
CWG
581
Cornerstone Wealth Group
North Carolina
$235K +$5.17K +90 +2%
VVP
582
Venture Visionary Partners
Ohio
$235K +$235K +3,976 New
TSS
583
Two Sigma Securities
New York
$231K -$5.54M -93,568 -96%
BIM
584
Baldwin Investment Management
Pennsylvania
$231K -$39.5K -667 -15%
LWM
585
Laidlaw Wealth Management
New York
$231K +$231K +3,900 New
PFWA
586
Paces Ferry Wealth Advisors
Georgia
$230K +$230K +3,878 New
AP
587
Appleton Partners
Massachusetts
$227K +$227K +3,825 New
AL
588
ADE LLC
Maryland
$225K – – –
NIM
589
Northeast Investment Management
Massachusetts
$219K -$81.4K -1,376 -27%
GWMIA
590
Global Wealth Management Investment Advisory
Florida
$216K +$68.6K +1,155 +46%
5L
591
55I LLC
Massachusetts
$215K +$215K +3,630 New
CLOS
592
Compagnie Lombard Odier SCmA
Switzerland
$214K +$214K +3,615 New
PGFC
593
Peapack-Gladstone Financial Corp
New Jersey
$212K +$212K +3,592 New
MFA
594
Mayflower Financial Advisors
Massachusetts
$210K +$210K +3,540 New
VAS
595
Vestmark Advisory Solutions
Massachusetts
$210K +$210K +3,548 New
MOS
596
MGO One Seven
Ohio
$207K +$207K +3,495 New
TC
597
Telemus Capital
Michigan
$207K +$207K +3,500 New
MYIA
598
Mount Yale Investment Advisors
Colorado
$206K +$206K +3,470 New
SW
599
SVB Wealth
Massachusetts
$204K +$204K +3,443 New
GTAM
600
Global Trust Asset Management
Florida
$201K +$201K +3,400 New
22 23
24
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