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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 %
MHR
651
Matthew Hamilton Rosenberg
$40K – – –
HR
652
Howe & Rusling
New York
$39K – – –
HI
653
Harbour Investments
Wisconsin
$38K +$1.32K +22 +4%
AIM
654
Arcadia Investment Management
Michigan
$34K – – –
IFAM
655
Institutional & Family Asset Management
Colorado
$32K +$60 +1 +0.2%
DI
656
Disciplined Investments
Oklahoma
$30K – – –
AA
657
AlphaMark Advisors
Kentucky
$30K – – –
TCM
658
Tradewinds Capital Management
Washington
$30K – – –
TFS
659
TrustCore Financial Services
Tennessee
$30K – – –
TWM
660
Tradition Wealth Management
Minnesota
$30K – – –
CFO
661
CVA Family Office
Colorado
$30K +$25.8K +435 +621%
CP
662
Cumberland Partners
Ontario, Canada
$30K +$30K +500 New
AIM
663
Anchor Investment Management
South Carolina
$29.6K – – –
Simplex Trading
664
Simplex Trading
Illinois
$28K -$304K -5,302 -92%
FWM
665
Focused Wealth Management
New York
$26K – – –
SWA
666
SOA Wealth Advisors
New York
$26K – – –
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$26K +$16.1K +276 +162%
RAM
668
Riggs Asset Management
Pennsylvania
$25K – – –
CAL
669
Capital Analysts LLC
Pennsylvania
$24K – – –
AWM
670
AllSquare Wealth Management
New York
$24K – – –
COCM
671
Charter Oak Capital Management
New Hampshire
$23K – – –
RDWM
672
Red Door Wealth Management
Tennessee
$23K +$23K +392 New
FHA
673
First Horizon Advisors
Tennessee
$22K -$22K -375 -50%
EARNEST Partners
674
EARNEST Partners
Georgia
$21K – – –
PA
675
Parallel Advisors
California
$20K +$1.21K +20 +6%
25 26
27
28 29