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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 %
WSCM
676
Wellington Shields Capital Management
New York
$123K – – –
DJSG
677
D.J. St. Germain
Massachusetts
$122K – – –
AA
678
Alta Advisers
United Kingdom
$117K – – –
GWSG
679
GPS Wealth Strategies Group
Colorado
$116K – – –
AAP
680
Arax Advisory Partners
Colorado
$116K +$308 +5 +0.3%
ST
681
Smithfield Trust
Pennsylvania
$114K – – –
BFEC
682
Benjamin F. Edwards & Company
Missouri
$111K -$8.92K -145 -7%
GRP
683
Global Retirement Partners
California
$108K +$13.5K +226 +14%
ACA
684
Atlas Capital Advisors
Wyoming
$108K – – –
BWL
685
Bogart Wealth LLC
Virginia
$107K – – –
HNB
686
Huntington National Bank
Ohio
$106K -$185 -3 -0.2%
TVWM
687
Tower View Wealth Management
Wisconsin
$100K +$308 +5 +0.3%
HI
688
Hoey Investments
Pennsylvania
$96.7K – – –
AF
689
Allworth Financial
California
$86.9K +$4.99K +81 +6%
HWA
690
HHM Wealth Advisors
Tennessee
$86.2K – – –
MHR
691
Matthew Hamilton Rosenberg
$77.6K -$14.7K -238 -16%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$76.1K +$13.5K +219 +22%
IUHSA
693
Itau Unibanco Holding S.A.
Brazil
$75.8K +$75.8K +1,230 New
PTC
694
Private Trust Company
Ohio
$69.9K +$21.6K +351 +45%
WTC
695
WhitTier Trust Company
Nevada
$67.8K – – –
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
$62.7K -$9.73K -158 -13%
M
697
MOTCO
Texas
$61.6K -$1.17K -19 -2%
TCOV
698
Trust Company of Vermont
Vermont
$61.6K – – –
ANBT
699
American National Bank & Trust
Texas
$61.6K +$61.6K +1,000 New
RAM
700
Ramirez Asset Management
New York
$61.6K +$61.6K +1,000 New
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