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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 %
GWSG
626
GPS Wealth Strategies Group
Colorado
$112K – – –
Fifth Third Bancorp
627
Fifth Third Bancorp
Ohio
$104K -$45.5K -766 -30%
PCTC
628
Perkins Coie Trust Company
Washington
$104K – – –
BWL
629
Bogart Wealth LLC
Virginia
$101K – – –
AF
630
Arrow Financial
New York
$99K – – –
MA
631
Montag & Associates
Georgia
$99K +$59 +1 +0.1%
HI
632
Hoey Investments
Pennsylvania
$93K +$5.93K +100 +7%
HIA
633
Harbor Investment Advisory
Maryland
$90K – – –
HFM
634
Harvest Fund Management
China
$84K – – –
PCG
635
Private Capital Group
Connecticut
$77K +$12.4K +208 +19%
MA
636
Modus Advisors
Minnesota
$68K +$68K +1,150 New
SIM
637
Sonora Investment Management
Arizona
$67K – – –
WTC
638
WhitTier Trust Company
Nevada
$65K – – –
DAM
639
Delta Asset Management
Tennessee
$62K +$17.6K +297 +40%
TCOV
640
Trust Company of Vermont
Vermont
$59K – – –
SWM
641
Selective Wealth Management
Virginia
$59K +$59K +1,000 New
KTC
642
Kistler-Tiffany Companies
Pennsylvania
$54K -$2.37K -40 -4%
AA
643
Ancora Advisors
Ohio
$47K – – –
CH
644
Canton Hathaway
Rhode Island
$47K – – –
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$47K +$40.5K +687 +625%
AS
646
Altshuler Shaham
Israel
$47K +$47K +782 New
TI
647
tru Independence
Oregon
$44K +$44K +748 New
TFGT
648
TS Financial Group (TSFG)
Illinois
$43K +$60 +1 +0.1%
RE
649
RBC Europe
United Kingdom
$42K – – –
JCM
650
Jacobi Capital Management
Pennsylvania
$42K +$42K +712 New
24 25
26
27 28