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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 %
CHA
651
Carmichael Hill & Associates
Maryland
$207K +$554 +9 +0.3%
SF
652
Summit Financial
New Jersey
$206K +$206K +3,346 New
CWP
653
Concord Wealth Partners
Virginia
$203K +$84.3K +1,369 +71%
KP
654
Keel Point
Alabama
$202K +$202K +3,286 New
OAM
655
Ostrum Asset Management
France
$199K -$1.42K -23 -0.7%
MCM
656
Manchester Capital Management
Vermont
$185K +$185K +3,001 New
WSC
657
Wellington Shields & Co
New York
$185K – – –
NFSG
658
Newbridge Financial Services Group
Florida
$183K -$22.3K -362 -11%
CG
659
Cutler Group
California
$177K -$316K -5,148 -64%
LFASL
660
Lugano Financial Advisors SA (LFA)
Switzerland
$176K -$89.3K -1,450 -34%
BBHC
661
Brown Brothers Harriman & Co
New York
$169K +$93.1K +1,512 +123%
BF
662
BOK Financial
Oklahoma
$166K +$997 +18 +0.6%
HT
663
Headlands Technologies
Illinois
$165K +$165K +2,672 New
MA
664
Montag & Associates
Georgia
$164K – – –
IGAM
665
iA Global Asset Management
Quebec, Canada
$161K +$161K +2,620 New
HCP
666
Hexagon Capital Partners
Arkansas
$158K -$6.35K -103 -4%
TFM
667
TFC Financial Management
Massachusetts
$157K – – –
CCP
668
Carmel Capital Partners
California
$150K +$31.5K +512 +27%
OP
669
ORG Partners
Indiana
$150K +$19.8K +322 +15%
WT
670
Whittier Trust
California
$141K – – –
SS
671
Sunbelt Securities
Texas
$140K – – –
IIM
672
Intact Investment Management
Quebec, Canada
$136K – – –
BAAM
673
Baker Avenue Asset Management
California
$126K – – –
Fifth Third Bancorp
674
Fifth Third Bancorp
Ohio
$124K -$1.6K -26 -1%
GFL
675
Granite FO LLC
New Hampshire
$123K – – –
25 26
27
28 29