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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 %
RIM
626
Redpoint Investment Management
Australia
$201K +$201K +3,299 New
KCM
627
Kathmere Capital Management
Pennsylvania
$201K +$201K +3,302 New
SF
628
Summit Financial
New Jersey
$201K +$201K +3,298 New
CHA
629
Carmichael Hill & Associates
Maryland
$200K +$487 +8 +0.2%
FBT
630
First Bank & Trust
South Dakota
$195K +$8.88K +146 +5%
MWC
631
MBM Wealth Consultants
Missouri
$194K +$30.5K +500 +19%
HCP
632
Hexagon Capital Partners
Arkansas
$191K -$6.08K -100 -3%
FA
633
Fortis Advisors
Pennsylvania
$183K – – –
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$182K +$791 +13 +0.4%
AWA
635
Arkadios Wealth Advisors
Georgia
$180K – – –
NIM
636
NuWave Investment Management
New Jersey
$177K +$177K +2,902 New
MA
637
MUFG Americas
New York
$176K – – –
Bessemer Group
638
Bessemer Group
New Jersey
$155K -$1.83K -30 -1%
TFM
639
TFC Financial Management
Massachusetts
$155K +$155K +2,550 New
CAL
640
Capital Analysts LLC
Pennsylvania
$151K +$127K +2,088 +522%
PMFA
641
Plante Moran Financial Advisors
Michigan
$146K -$6.23K -102 -4%
DOA
642
D'Orazio & Associates
Virginia
$142K – – –
CPWM
643
Cypress Point Wealth Management
Texas
$142K – – –
Loomis, Sayles & Company
644
Loomis, Sayles & Company
Massachusetts
$142K +$142K +2,337 New
CF
645
Centaurus Financial
California
$132K – – –
BMD
646
Better Money Decisions
New Mexico
$125K +$303 +5 +0.2%
PCM
647
Penserra Capital Management
California
$122K -$1.2M -19,730 -91%
TVWM
648
Tower View Wealth Management
Wisconsin
$122K +$122K +2,000 New
WPA
649
West Paces Advisors
Georgia
$122K +$122K +2,000 New
CWP
650
Concord Wealth Partners
Virginia
$117K -$24K -396 -17%
24 25
26
27 28