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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 %
S
676
SignatureFD
Georgia
$19K +$1.15K +19 +6%
HWM
677
Holloway Wealth Management
Florida
$18K – – –
EWM
678
Endurance Wealth Management
Rhode Island
$17K – – –
Twin Tree Management
679
Twin Tree Management
Texas
$16K -$273K -4,694 -94%
IUHSA
680
Itau Unibanco Holding S.A.
Brazil
$16K +$16K +266 New
EWM
681
Evermay Wealth Management
Virginia
$14K +$14K +230 New
NFG
682
Next Financial Group
Texas
$12K – – –
WB
683
Webster Bank
Connecticut
$12K – – –
CFD
684
Creative Financial Designs
Indiana
$12K +$59 +1 +0.5%
NIPH
685
NN Investment Partners Holdings
Netherlands
$12K +$12K +200 New
WT
686
Whittier Trust
California
$11K +$11K +180 New
LC
687
Lindbrook Capital
California
$10K – – –
SIS
688
Sound Income Strategies
Florida
$10K – – –
PB
689
Pinnacle Bancorp
Nebraska
$8K – – –
ETC
690
Exchange Traded Concepts
Oklahoma
$8K +$8K +134 New
ICM
691
Islay Capital Management
Texas
$7K – – –
WT
692
Washington Trust
Rhode Island
$6K -$343 -6 -5%
PC
693
Permanens Capital
New York
$6K – – –
GWM
694
Geneos Wealth Management
Colorado
$6K – – –
BAM
695
Bellevue Asset Management
Washington
$5K -$46.9K -750 -90%
SSB
696
Sandy Spring Bank
Maryland
$5K – – –
MAM
697
Meeder Asset Management
Ohio
$5K +$5K +77 New
CA
698
Clearstead Advisors
Ohio
$4K – – –
PFBT
699
Parkside Financial Bank & Trust
Missouri
$4K +$716 +12 +22%
QCG
700
Quadrant Capital Group
Ohio
$4K +$693 +13 +21%
26 27
28
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