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KKR & Co
KKR

Overview Fund Activity

792 hedge funds and large institutions have $31.2B invested in KKR & Co in 2023 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 265 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+34
Holders Change %
+4.49%
% of All Funds
12.63%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.72%
New
102
Increased
265
Reduced
255
Closed
57
Calls
$320M
Puts
$171M
Net Calls
+$149M
Net Calls Change
+$10.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.02B
2
Citadel Advisors
Citadel Advisors
Florida
$254M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$312M
4
Millennium Management
Millennium Management
New York
$292M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$261M

Top Sellers

1
VH
ValueAct Holdings
California
$704M
2
Harris Associates
Harris Associates
Illinois
$1.66B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$508M
4
VVP
Vulcan Value Partners
Alabama
$426M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
576
First Bank & Trust
South Dakota
$302K -$6.65K -108 -2%
CCA
577
Clearwater Capital Advisors
Illinois
$298K – – –
EIA
578
Edgemoor Investment Advisors
Maryland
$298K – – –
9WM
579
9258 Wealth Management
Ohio
$298K +$3.08K +50 +1%
IIC
580
Integrated Investment Consultants
Michigan
$298K +$298K +4,830 New
EAM
581
Eschler Asset Management
United Kingdom
$297K – – –
DSC
582
Duncker Streett & Co
Missouri
$296K – – –
TW
583
TrinityPoint Wealth
Connecticut
$295K +$554 +9 +0.2%
SM
584
Sweeney & Michel
California
$293K +$811 +13 +0.3%
FCCM
585
First City Capital Management
Georgia
$293K – – –
AFS
586
Aft Forsyth & Sober
Florida
$290K – – –
FC
587
Fusion Capital
South Carolina
$289K +$739 +12 +0.3%
CWM
588
Calamos Wealth Management
Illinois
$286K +$286K +4,636 New
CB
589
Cadence Bank
Mississippi
$282K -$986 -16 -0.3%
RFN
590
RDA Financial Network
Iowa
$282K +$9.61K +156 +4%
KA
591
Kovack Advisors
Florida
$279K +$31.7K +514 +13%
GA
592
Gateway Advisory
New Jersey
$277K – – –
SDWMA
593
Schneider Downs Wealth Management Advisors
Pennsylvania
$277K – – –
PWM
594
PRW Wealth Management
Massachusetts
$276K – – –
RFA
595
Register Financial Advisors
Georgia
$273K +$185 +3 +0.1%
UM
596
UniSuper Management
Australia
$271K +$24.6K +400 +10%
AWA
597
Arkadios Wealth Advisors
Georgia
$271K -$6.28K -102 -2%
MOS
598
MGO One Seven
Ohio
$267K +$267K +4,333 New
FCP
599
Fidelis Capital Partners
Florida
$265K -$41.5K -674 -14%
VVP
600
Venture Visionary Partners
Ohio
$261K +$62 +1 +0%
22 23
24
25 26