KKR icon

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
1
Capital World Investors
California
$1.02B
2
Citadel Advisors
2
Citadel Advisors
Florida
$254M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$312M
4
Millennium Management
4
Millennium Management
New York
$292M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$261M

Top Sellers

1
VH
1
ValueAct Holdings
California
$704M
2
Harris Associates
2
Harris Associates
Illinois
$1.66B
3
Diamond Hill Capital Management
3
Diamond Hill Capital Management
Ohio
$508M
4
VVP
4
Vulcan Value Partners
Alabama
$426M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
626
Bison Wealth
Georgia
$230K -$2.22K -36 -1%
DCM
627
Driehaus Capital Management
Illinois
$229K -$72.7K -1,180 -24%
DGAM
628
Desjardins Global Asset Management
Quebec, Canada
$229K +$229K +3,716 New
RFA
629
Resurgent Financial Advisors
Georgia
$228K -$123 -2 -0.1%
William Blair Investment Management
630
William Blair Investment Management
Illinois
$226K +$493 +8 +0.2%
TA
631
TFB Advisors
Kansas
$226K +$226K +3,672 New
GT
632
Greenleaf Trust
Michigan
$226K +$226K +3,663 New
PGFC
633
Peapack-Gladstone Financial Corp
New Jersey
$225K +$225K +3,665 New
LMKC
634
L.M. Kohn & Company
Ohio
$225K – – –
CLOS
635
Compagnie Lombard Odier SCmA
Switzerland
$223K – – –
SPC
636
Sigma Planning Corp
Michigan
$220K +$220K +3,572 New
WPWM
637
Western Pacific Wealth Management
Illinois
$220K +$22.5K +365 +11%
CNBTD
638
Citizens National Bank Trust Department
Mississippi
$219K – – –
GWM
639
Gitterman Wealth Management
New Jersey
$219K +$219K +3,551 New
PAM
640
Panagora Asset Management
Massachusetts
$218K +$218K +3,532 New
QCM
641
Quantinno Capital Management
New York
$216K +$216K +3,503 New
MFA
642
Mayflower Financial Advisors
Massachusetts
$215K +$215K +3,496 New
AGC
643
Aspen Grove Capital
Colorado
$214K +$214K +3,482 New
VA
644
Vident Advisory
Georgia
$214K +$214K +3,476 New
CCA
645
Cadent Capital Advisors
Oklahoma
$213K +$213K +3,450 New
GCM
646
Graham Capital Management
Connecticut
$211K +$211K +3,421 New
Capstone Investment Advisors
647
Capstone Investment Advisors
New York
$210K +$210K +3,413 New
DWT
648
Dorsey & Whitney Trust
South Dakota
$208K +$208K +3,380 New
AAS
649
Avantax Advisory Services
Texas
$208K +$208K +3,371 New
DAS
650
Dynamic Advisor Solutions
Arizona
$207K +$207K +3,368 New
24 25
26
27 28