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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 %
BFA
601
Bragg Financial Advisors
North Carolina
$212K +$212K +3,777 New
BW
602
Bison Wealth
Georgia
$211K +$211K +3,770 New
TC
603
TAGStone Capital
North Carolina
$209K +$209K +3,735 New
RFA
604
Resurgent Financial Advisors
Georgia
$208K -$1.01K -18 -0.5%
NRC
605
New Republic Capital
North Carolina
$207K +$207K +3,704 New
William Blair Investment Management
606
William Blair Investment Management
Illinois
$205K +$205K +3,665 New
LMKC
607
L.M. Kohn & Company
Ohio
$204K +$204K +3,645 New
TWM
608
Tradition Wealth Management
Minnesota
$203K +$28K +500 +16%
CLOS
609
Compagnie Lombard Odier SCmA
Switzerland
$202K – – –
AWM
610
Apollon Wealth Management
South Carolina
$201K +$201K +3,590 New
CNBTD
611
Citizens National Bank Trust Department
Mississippi
$199K – – –
CHA
612
Carmichael Hill & Associates
Maryland
$188K +$560 +10 +0.3%
NFSG
613
Newbridge Financial Services Group
Florida
$187K +$168 +3 +0.1%
OAM
614
Ostrum Asset Management
France
$182K +$224 +4 +0.1%
WPWM
615
Western Pacific Wealth Management
Illinois
$179K – – –
FCAG
616
First Capital Advisors Group
New Jersey
$175K +$175K +3,126 New
WSC
617
Wellington Shields & Co
New York
$168K – – –
BF
618
BOK Financial
Oklahoma
$167K -$36.4K -650 -18%
HCP
619
Hexagon Capital Partners
Arkansas
$150K +$56 +1 +0%
MA
620
Montag & Associates
Georgia
$149K – – –
IAIM
621
Industrial Alliance Investment Management
Quebec, Canada
$147K – – –
TFM
622
TFC Financial Management
Massachusetts
$143K – – –
EWM
623
Endurance Wealth Management
Rhode Island
$129K – – –
WT
624
Whittier Trust
California
$128K -$10.1K -180 -7%
SS
625
Sunbelt Securities
Texas
$127K -$25K -447 -16%
23 24
25
26 27