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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 %
CHA
601
Carmichael Hill & Associates
Maryland
$194K +$474 +8 +0.2%
HCP
602
Hexagon Capital Partners
Arkansas
$192K -$72.7K -1,226 -27%
NFSG
603
Newbridge Financial Services Group
Florida
$186K +$177 +3 +0.1%
FBT
604
First Bank & Trust
South Dakota
$181K +$21.5K +363 +13%
GT
605
Glenmede Trust
Pennsylvania
$180K -$301K -5,092 -63%
FA
606
Fortis Advisors
Pennsylvania
$178K – – –
PFGIA
607
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$178 +3 +0.1%
AWA
608
Arkadios Wealth Advisors
Georgia
$175K +$141K +2,376 +408%
MA
609
MUFG Americas
New York
$171K -$3.06M -51,615 -95%
FC
610
FORA Capital
Florida
$167K -$34K -574 -17%
MWC
611
MBM Wealth Consultants
Missouri
$159K – – –
CWC
612
Carolinas Wealth Consulting
North Carolina
$158K – – –
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
Bessemer Group
614
Bessemer Group
New Jersey
$152K +$146K +2,465 +2,348%
EBA
615
Eagle Bay Advisors
New York
$152K +$152K +2,550 New
T2I
616
Turim 21 Investimentos
Brazil
$148K -$29.6K -500 -17%
GRP
617
Global Retirement Partners
California
$148K +$296 +5 +0.2%
PMFA
618
Plante Moran Financial Advisors
Michigan
$148K +$82.2K +1,385 +125%
DOA
619
D'Orazio & Associates
Virginia
$138K – – –
CWP
620
Concord Wealth Partners
Virginia
$138K – – –
CPWM
621
Cypress Point Wealth Management
Texas
$138K +$138K +2,325 New
CF
622
Centaurus Financial
California
$129K +$129K +2,173 New
CFA
623
Carroll Financial Associates
North Carolina
$126K +$1.24K +21 +1%
BMD
624
Better Money Decisions
New Mexico
$122K +$297 +5 +0.2%
EWM
625
Edge Wealth Management
New York
$113K – – –
23 24
25
26 27