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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 %
CI
601
Cigna Investments
Connecticut
$250K – – –
CWG
602
Cornerstone Wealth Group
North Carolina
$249K – – –
ECM
603
Engine Capital Management
New York
$248K -$343K -5,627 -58%
MA
604
MONECO Advisors
Connecticut
$247K – – –
FANJ
605
Financial Architects (New Jersey)
New Jersey
$246K – – –
MFA
606
Mayflower Financial Advisors
Massachusetts
$244K +$1.37K +20 +0.6%
LWM
607
Laidlaw Wealth Management
New York
$243K +$5.12K +84 +2%
VVP
608
Venture Visionary Partners
Ohio
$242K – – –
BIM
609
Baldwin Investment Management
Pennsylvania
$237K – – –
SPC
610
Sigma Planning Corp
Michigan
$236K -$72.8K -1,197 -24%
AP
611
Appleton Partners
Massachusetts
$233K – – –
AL
612
ADE LLC
Maryland
$232K – – –
BBVA
613
Banco Bilbao Vizcaya Argentaria
Spain
$230K +$230K +3,769 New
KFS
614
Kaizen Financial Strategies
California
$223K +$223K +3,662 New
NFSG
615
Newbridge Financial Services Group
Florida
$222K +$30.6K +502 +16%
5L
616
55I LLC
Massachusetts
$221K +$61 +1 +0%
EWA
617
EP Wealth Advisors
California
$217K -$134K -2,200 -38%
TC
618
Telemus Capital
Michigan
$213K – – –
CIS
619
Capital International Sarl
California
$210K +$210K +3,455 New
SG Americas Securities
620
SG Americas Securities
New York
$208K -$49.1M -805,911 -100%
CGH
621
Crossmark Global Holdings
Texas
$206K +$206K +3,380 New
RWB
622
RMR Wealth Builders
New Jersey
$204K +$204K +3,345 New
CG
623
Caprock Group
Idaho
$204K +$204K +3,350 New
PA
624
PFG Advisors
Arizona
$202K +$202K +3,326 New
HFM
625
Harvest Fund Management
China
$201K +$116K +1,904 +135%
23 24
25
26 27