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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 %
AWM
701
AllSquare Wealth Management
New York
$24K – – –
COCM
702
Charter Oak Capital Management
New Hampshire
$23K – – –
PA
703
Parallel Advisors
California
$23K +$3.06K +51 +15%
EARNEST Partners
704
EARNEST Partners
Georgia
$22K – – –
S
705
SignatureFD
Georgia
$21K +$1.89K +31 +10%
PB
706
Pinnacle Bancorp
Nebraska
$20K +$11.4K +186 +133%
AA
707
AlphaMark Advisors
Kentucky
$18K -$12K -200 -40%
EWM
708
Endurance Wealth Management
Rhode Island
$18K – – –
HWM
709
Holloway Wealth Management
Florida
$18K -$18K – –
NFG
710
Next Financial Group
Texas
$18K +$5.84K +96 +48%
Simplex Trading
711
Simplex Trading
Illinois
$17K -$12K -202 -41%
AssetMark Inc
712
AssetMark Inc
California
$17K +$17K +283 New
PA
713
PSI Advisors
Florida
$17K +$17K +285 New
AWM
714
Activest Wealth Management
Florida
$15K +$15K +247 New
DFCM
715
Dark Forest Capital Management
Puerto Rico
$13K +$13K +208 New
WB
716
Webster Bank
Connecticut
$12K – – –
CFD
717
Creative Financial Designs
Indiana
$12K – – –
WT
718
Whittier Trust
California
$11K – – –
BIA
719
Bell Investment Advisors
California
$11K +$11K +186 New
SIS
720
Sound Income Strategies
Florida
$10K – – –
LC
721
Lindbrook Capital
California
$10K – – –
ETC
722
Exchange Traded Concepts
Oklahoma
$8K -$645 -10 -7%
ICM
723
Islay Capital Management
Texas
$8K – – –
CA
724
Clearstead Advisors
Ohio
$7K +$3.1K +54 +79%
WT
725
Washington Trust
Rhode Island
$6K -$429 -7 -7%
27 28
29
30 31