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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 %
CH
676
Canton Hathaway
Rhode Island
$49K – – –
AA
677
Ancora Advisors
Ohio
$49K – – –
AS
678
Altshuler Shaham
Israel
$44K -$4.19K -68 -9%
JCM
679
Jacobi Capital Management
Pennsylvania
$43K +$120 +2 +0.3%
FF
680
FourThought Financial
Florida
$43K +$43K +719 New
AIM
681
Achmea Investment Management
Netherlands
$41K -$995K -16,358 -96%
HR
682
Howe & Rusling
New York
$40K – – –
HI
683
Harbour Investments
Wisconsin
$40K +$863 +14 +2%
BWM
684
BerganKDV Wealth Management
Minnesota
$37K +$37K +600 New
AIM
685
Arcadia Investment Management
Michigan
$35K – – –
FHA
686
First Horizon Advisors
Tennessee
$34K +$11.5K +192 +51%
IFAM
687
Institutional & Family Asset Management
Colorado
$33K +$62 +1 +0.2%
HIIFS
688
Harel Insurance Investments & Financial Services
Israel
$32K -$337K -5,589 -91%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
689
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31K -$2.26M -37,485 -99%
TWM
690
Tradition Wealth Management
Minnesota
$31K – – –
AIM
691
Anchor Investment Management
South Carolina
$30.4K – – –
DI
692
Disciplined Investments
Oklahoma
$30K – – –
TFS
693
TrustCore Financial Services
Tennessee
$30K – – –
TCM
694
Tradewinds Capital Management
Washington
$30K – – –
HA
695
Herold Advisors
New York
$30K +$30K +500 New
TFIPS
696
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28K +$28K +460 New
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$27K -$493 -8 -2%
SWA
698
SOA Wealth Advisors
New York
$27K – – –
CWC
699
Carolinas Wealth Consulting
North Carolina
$25K -$139K -2,264 -85%
RAM
700
Riggs Asset Management
Pennsylvania
$25K – – –
26 27
28
29 30