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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 %
EWM
651
Edge Wealth Management
New York
$116K – – –
GWSG
652
GPS Wealth Strategies Group
Colorado
$115K – – –
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$111K +$62.3K +1,021 +128%
PCTC
654
Perkins Coie Trust Company
Washington
$107K – – –
BWL
655
Bogart Wealth LLC
Virginia
$104K – – –
AF
656
Arrow Financial
New York
$102K – – –
MA
657
Montag & Associates
Georgia
$102K – – –
Fifth Third Bancorp
658
Fifth Third Bancorp
Ohio
$99K -$7.35K -121 -7%
SIM
659
Sonora Investment Management
Arizona
$99K +$30.3K +500 +44%
AP
660
Arlington Partners
Alabama
$99K +$99K +1,633 New
HI
661
Hoey Investments
Pennsylvania
$96K – – –
HIA
662
Harbor Investment Advisory
Maryland
$92K – – –
PCG
663
Private Capital Group
Connecticut
$81K +$1.65K +27 +2%
WTC
664
WhitTier Trust Company
Nevada
$67K – – –
GWM
665
Geneos Wealth Management
Colorado
$67K +$60.8K +1,000 +980%
CFA
666
Carroll Financial Associates
North Carolina
$66K -$61.7K -1,029 -48%
FWM
667
Focused Wealth Management
New York
$65K +$37.9K +620 +140%
DAM
668
Delta Asset Management
Tennessee
$61K -$2.55K -42 -4%
SWM
669
Selective Wealth Management
Virginia
$61K – – –
ZB
670
Zions Bancorporation
Utah
$61K +$61K +1,000 New
EW
671
Evoke Wealth
California
$59K +$59K +972 New
TFGT
672
TS Financial Group (TSFG)
Illinois
$56K +$12.3K +202 +28%
MHR
673
Matthew Hamilton Rosenberg
$56K +$14.2K +231 +34%
KTC
674
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
RE
675
RBC Europe
United Kingdom
$53.5K +$10.3K +169 +24%
25 26
27
28 29