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KKR & Co
KKR

Overview Fund Activity

744 hedge funds and large institutions have $27.2B invested in KKR & Co in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 286 increasing their positions, 206 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+42
Holders Change %
+5.98%
% of All Funds
13.07%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
98
Increased
286
Reduced
206
Closed
48
Calls
$134M
Puts
$119M
Net Calls
+$14.2M
Net Calls Change
+$30.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$362M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Capital International Investors
3
Capital International Investors
California
$1.66B
4
EIP
4
Epoch Investment Partners
New York
$120M
5
Holocene Advisors
5
Holocene Advisors
New York
$178M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B
2
VH
2
ValueAct Holdings
California
$1.46B
3
VVP
3
Vulcan Value Partners
Alabama
$1.13B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$663M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$1.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
576
Arax Advisory Partners
Colorado
$303K +$59.7K +981 +25%
CW
577
CreativeOne Wealth
Kansas
$301K -$9.55K -157 -3%
HAG
578
HighPoint Advisor Group
Illinois
$300K -$3.84K -63 -1%
PP
579
Paloma Partners
Connecticut
$294K +$294K +4,824 New
BFM
580
Boothbay Fund Management
New York
$293K -$109K -1,797 -27%
AMC
581
Asset Management Corp
Illinois
$293K +$365 +6 +0.1%
KIA
582
KCM Investment Advisors
California
$292K – – –
TW
583
TrinityPoint Wealth
Connecticut
$291K – – –
PG
584
Patten Group
Tennessee
$291K +$609 +10 +0.2%
9WM
585
9258 Wealth Management
Ohio
$290K -$2.13K -35 -0.7%
ACP
586
Aviance Capital Partners
Florida
$287K +$5.3K +87 +2%
FCCM
587
First City Capital Management
Georgia
$286K – – –
US Bancorp
588
US Bancorp
Minnesota
$283K -$114K -1,870 -29%
V
589
Veritable
Delaware
$282K +$16.1K +264 +6%
MOS
590
MGO One Seven
Ohio
$280K +$1.75K +22 +0.6%
SC
591
Scotia Capital
Ontario, Canada
$277K -$28.2K -463 -9%
HNB
592
Huntington National Bank
Ohio
$275K -$2.38K -39 -0.9%
CCM
593
Coldstream Capital Management
Washington
$275K – – –
GWMIA
594
Global Wealth Management Investment Advisory
Florida
$270K +$48.2K +791 +22%
ECM
595
Evergreen Capital Management
Washington
$267K -$25.5K -419 -9%
LFAS
596
Level Four Advisory Services
Texas
$266K -$372K -6,119 -58%
SW
597
SVB Wealth
Massachusetts
$259K +$49.7K +817 +24%
KA
598
Kovack Advisors
Florida
$256K +$426 +7 +0.2%
PA
599
Profund Advisors
Maryland
$255K -$18.3K -301 -7%
Walleye Trading
600
Walleye Trading
New York
$251K -$788K -12,963 -76%
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24
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