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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 %
SPA
601
Sherbrooke Park Advisers
New York
$261K -$360K -5,837 -58%
MA
602
MONECO Advisors
Connecticut
$258K +$7.21K +117 +3%
WPW
603
Watershed Private Wealth
Illinois
$256K – – –
Nisa Investment Advisors
604
Nisa Investment Advisors
Missouri
$254K -$616 -10 -0.2%
EWA
605
EP Wealth Advisors
California
$253K -$1.32M -21,345 -84%
FSA
606
Fort Sheridan Advisors
Illinois
$251K +$6.35K +103 +3%
STA
607
Summit Trail Advisors
New York
$249K +$249K +4,035 New
KCPG
608
Kavar Capital Partners Group
Kansas
$248K – – –
BHCM
609
Brevan Howard Capital Management
Jersey
$247K +$247K +4,016 New
HCM
610
Hodges Capital Management
Texas
$247K +$247K +4,007 New
NA
611
NewEdge Advisors
Louisiana
$244K -$12.6K -205 -5%
ETC
612
Exchange Traded Concepts
Oklahoma
$244K +$242K +3,929 +14,032%
KAM
613
Knightsbridge Asset Management
California
$243K -$1.54K -25 -0.6%
CGH
614
Crossmark Global Holdings
Texas
$243K +$996 +16 +0.4%
OA
615
Operose Advisors
Wisconsin
$242K – – –
FTDI
616
First Trust Direct Indexing
Massachusetts
$241K +$241K +3,916 New
TWM
617
Tradition Wealth Management
Minnesota
$241K +$18.2K +296 +8%
ECG
618
Edge Capital Group
Georgia
$240K – – –
AL
619
ADE LLC
Maryland
$234K – – –
UB
620
UMB Bank
Missouri
$234K -$35.4K -574 -13%
BFA
621
Bragg Financial Advisors
North Carolina
$233K – – –
SIM
622
SSI Investment Management
California
$232K -$2.77K -45 -1%
AWM
623
Apollon Wealth Management
South Carolina
$232K +$10.5K +170 +5%
JIC
624
Johnson Investment Counsel
Ohio
$231K +$231K +3,756 New
TC
625
TAGStone Capital
North Carolina
$231K +$617 +10 +0.3%
23 24
25
26 27