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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 %
HI
601
Harbour Investments
Wisconsin
$30K +$30K +613 New
AIM
602
Arcadia Investment Management
Michigan
$28K – – –
AWA
603
Arkadios Wealth Advisors
Georgia
$28K – – –
IFAM
604
Institutional & Family Asset Management
Colorado
$26K +$98 +2 +0.4%
TWM
605
Tradition Wealth Management
Minnesota
$25K – – –
AIM
606
Anchor Investment Management
South Carolina
$24.4K +$24.4K +500 New
AA
607
AlphaMark Advisors
Kentucky
$24K – – –
TCM
608
Tradewinds Capital Management
Washington
$24K – – –
TFS
609
TrustCore Financial Services
Tennessee
$24K – – –
DI
610
Disciplined Investments
Oklahoma
$24K +$24K +500 New
Credit Agricole
611
Credit Agricole
France
$24K +$24K +500 New
SWA
612
SOA Wealth Advisors
New York
$22K – – –
FWM
613
Focused Wealth Management
New York
$22K +$50 +1 +0.2%
RAM
614
Riggs Asset Management
Pennsylvania
$20K – – –
CAL
615
Capital Analysts LLC
Pennsylvania
$20K +$20K +400 New
AWM
616
AllSquare Wealth Management
New York
$20K +$20K +400 New
HNB
617
Huntington National Bank
Ohio
$20K +$20K +413 +41,300%
COCM
618
Charter Oak Capital Management
New Hampshire
$19K – – –
EARNEST Partners
619
EARNEST Partners
Georgia
$18K – – –
EWM
620
Endurance Wealth Management
Rhode Island
$15K – – –
PA
621
Parallel Advisors
California
$15K +$14K +292 +1,460%
WP
622
WealthShield Partners
North Carolina
$15K +$15K +300 New
S
623
SignatureFD
Georgia
$14K +$6.86K +144 +96%
WAP
624
Wealthcare Advisory Partners
Pennsylvania
$14K +$14K +287 New
AIC
625
Ameritas Investment Company
Nebraska
$10.1K -$632K -12,946 -98%
23 24
25
26 27