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KKR & Co
KKR

Overview Fund Activity

758 hedge funds and large institutions have $27.1B invested in KKR & Co in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+15
Holders Change %
+2.02%
% of All Funds
11.95%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.52%
New
74
Increased
241
Reduced
280
Closed
56
Calls
$268M
Puts
$130M
Net Calls
+$139M
Net Calls Change
+$167M

Top Buyers

1
DCP
1
Darsana Capital Partners
New York
$224M
2
Harris Associates
2
Harris Associates
Illinois
$1.63B
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$108M
5
Invesco
5
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
4
Capital International Investors
California
$2.23B
5
Goldman Sachs
5
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
576
Bank of Nova Scotia
Ontario, Canada
$242K -$5.99K -107 -2%
LFASL
577
Lugano Financial Advisors SA (LFA)
Switzerland
$241K +$241K +4,300 New
SC
578
Scotia Capital
Ontario, Canada
$238K -$50.6K -904 -18%
Lido Advisors
579
Lido Advisors
California
$237K +$23.8K +425 +11%
VVP
580
Venture Visionary Partners
Ohio
$237K +$56 +1 +0%
S
581
SignatureFD
Georgia
$236K +$44.2K +790 +23%
NA
582
NewEdge Advisors
Louisiana
$233K -$10.9K -195 -4%
CGH
583
Crossmark Global Holdings
Texas
$233K +$233K +3,889 New
WPW
584
Watershed Private Wealth
Illinois
$233K – – –
Nisa Investment Advisors
585
Nisa Investment Advisors
Missouri
$231K -$27.2K -485 -11%
VFA
586
Valeo Financial Advisors
Indiana
$231K -$93.3K -1,666 -29%
EWA
587
EP Wealth Advisors
California
$230K -$111K -12,329 -33%
MA
588
MONECO Advisors
Connecticut
$228K -$2.18K -39 -0.9%
KCPG
589
Kavar Capital Partners Group
Kansas
$225K – – –
LWM
590
Laidlaw Wealth Management
New York
$225K – – –
KA
591
Kovack Advisors
Florida
$225K -$504 -9 -0.2%
UM
592
UniSuper Management
Australia
$224K +$224K +4,000 New
ESCM
593
Echo Street Capital Management
New York
$223K +$223K +3,987 New
FSA
594
Fort Sheridan Advisors
Illinois
$223K +$223K +3,975 New
KAM
595
Knightsbridge Asset Management
California
$222K -$246K -4,401 -53%
OA
596
Operose Advisors
Wisconsin
$220K – – –
ECG
597
Edge Capital Group
Georgia
$218K +$48K +858 +28%
I
598
InceptionR
California
$216K +$216K +3,857 New
SIM
599
SSI Investment Management
California
$213K -$45.4K -811 -18%
AL
600
ADE LLC
Maryland
$213K +$213K +3,805 New
22 23
24
25 26