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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 %
DAM
701
Delta Asset Management
Tennessee
$61K – – –
PCTC
702
Perkins Coie Trust Company
Washington
$60.6K – – –
SIS
703
Sound Income Strategies
Florida
$60.1K – – –
TFGT
704
TS Financial Group (TSFG)
Illinois
$60K – – –
CBT
705
CoreFirst Bank & Trust
Kansas
$58.2K +$58.2K +945 New
WB
706
Webster Bank
Connecticut
$52.9K – – –
CH
707
Canton Hathaway
Rhode Island
$49K – – –
LC
708
Lindbrook Capital
California
$47.5K +$9.61K +156 +25%
WBC
709
Westpac Banking Corp
Australia
$47.1K – – –
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$44K +$23.3K +379 +113%
NS
711
NBC Securities
Alabama
$43K +$43K +700 New
CCA
712
Column Capital Advisors
Indiana
$40.1K -$36.3K -590 -48%
DMBA
713
Deseret Mutual Benefit Administrators
Utah
$39.7K -$1.97K -32 -5%
LS
714
Livforsakringsbolaget Skandia
Sweden
$37K – – –
HFM
715
Harvest Fund Management
China
$35K +$33.6K +539 +2,450%
AIM
716
Arcadia Investment Management
Michigan
$35K – – –
IFAM
717
Institutional & Family Asset Management
Colorado
$33.6K +$62 +1 +0.2%
GWM
718
Geneos Wealth Management
Colorado
$33.1K – – –
SIC
719
SJS Investment Consulting
Ohio
$32.2K +$246 +4 +0.8%
SVCP
720
Silicon Valley Capital Partners
California
$31.1K +$62 +1 +0.2%
HIIFS
721
Harel Insurance Investments & Financial Services
Israel
$31K – – –
FWM
722
Focused Wealth Management
New York
$30.8K +$62 +1 +0.2%
AA
723
Ancora Advisors
Ohio
$30.8K – – –
WWP
724
WR Wealth Planners
Missouri
$30.8K – – –
TPCW
725
TD Private Client Wealth
New York
$30.3K – – –
27 28
29
30 31