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KKR & Co
KKR

Overview Fund Activity

702 hedge funds and large institutions have $26.6B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 258 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+49
Holders Change %
+7.5%
% of All Funds
12.26%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
258
Reduced
204
Closed
44
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$567M
2
SC
2
Samlyn Capital
New York
$121M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$96.4M
5
State Street
5
State Street
Massachusetts
$666M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B
2
VH
2
ValueAct Holdings
California
$1.61B
3
VVP
3
Vulcan Value Partners
Alabama
$1.28B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
726
Sowell Financial Services
Arkansas
– -$307K -5,328 Closed
GCP
727
GSA Capital Partners
United Kingdom
– -$247K -5,052 Closed
AWA
728
Arete Wealth Advisors
Illinois
– -$239K -5,024 Closed
ER
729
Enlightenment Research
Florida
– -$244K -5,000 Closed
KM
730
Kalos Management
Georgia
– -$257K -4,980 Closed
FMBTD
731
First Midwest Bank Trust Division
Illinois
– -$238K -4,874 Closed
BHA
732
Beech Hill Advisors
New York
– -$220K -4,500 Closed
RWB
733
RMR Wealth Builders
New Jersey
– -$163K -3,331 Closed
FCA
734
FinTrust Capital Advisors
South Carolina
– -$362K -3,305 Closed
FQ
735
First Quadrant
California
– -$147K -3,019 Closed
AWC
736
Abundance Wealth Counselors
Pennsylvania
– -$142K -2,909 Closed
Bank Julius Baer & Co
737
Bank Julius Baer & Co
Switzerland
– -$132K -2,706 Closed
ACM
738
Allred Capital Management
Texas
– -$130K -2,668 Closed
IAIM
739
International Assets Investment Management
Florida
– -$77K -2,014 Closed
MWP
740
Meridian Wealth Partners
Pennsylvania
– -$44K -895 Closed
PVH
741
Psagot Value Holdings
Israel
– -$35K -720 Closed
LGWM
742
Litman Gregory Wealth Management
California
– -$34K -694 Closed
Credit Agricole
743
Credit Agricole
France
– -$24K -500 Closed
WP
744
WealthShield Partners
North Carolina
– -$15K -300 Closed
WAP
745
Wealthcare Advisory Partners
Pennsylvania
– -$14K -287 Closed
VFA
746
Valeo Financial Advisors
Indiana
– -$1K -13 Closed
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