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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 %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$87.6M -$2.04M -33,063 -2%
ECU
52
Egerton Capital (UK)
United Kingdom
$85.9M -$3.53M -57,310 -4%
CS
53
Credit Suisse
Switzerland
$77.3M +$3.57M +57,942 +5%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$73.5M +$4.46M +72,433 +6%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$72.8M +$157K +2,552 +0.2%
Amundi
56
Amundi
France
$70.6M +$6.98M +115,916 +11%
ZIG
57
Zurich Insurance Group
Switzerland
$69.4M -$2.2M -35,697 -3%
ClearBridge Investments
58
ClearBridge Investments
New York
$68.8M +$5.02M +81,464 +8%
FCM
59
Frontier Capital Management
Massachusetts
$66.4M +$5.08M +82,462 +8%
RJA
60
Raymond James & Associates
Florida
$65.7M +$1.13M +18,322 +2%
HWCM
61
Hudson Way Capital Management
Texas
$64.2M +$5.5M +89,314 +9%
TD Asset Management
62
TD Asset Management
Ontario, Canada
$63.8M -$85.1K -1,382 -0.1%
Franklin Resources
63
Franklin Resources
California
$62.3M +$60.1M +975,862 +2,732%
DAM
64
Davis Asset Management
California
$61.6M – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$59.2M -$4.11M -63,700 -6%
National Pension Service
66
National Pension Service
South Korea
$58.5M -$384K -6,250 -0.7%
Barclays
67
Barclays
United Kingdom
$58.2M -$13.5M -219,076 -19%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$57.9M -$3.11M -50,563 -5%
HF
69
HRT Financial
New York
$54.9M +$54.9M +890,621 New
LCP
70
LGT Capital Partners
Switzerland
$54.3M – – –
CVA
71
Ceredex Value Advisors
Florida
$54M +$54M +877,100 New
GF
72
Gabelli Funds
New York
$53.3M +$89.3K +1,450 +0.2%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$52.6M +$44.9M +728,475 +579%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$50.8M +$41.3M +670,384 +433%
AI
75
Ariel Investments
Illinois
$50M -$4.64M -75,245 -8%
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