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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 %
QCG
726
Quadrant Capital Group
Ohio
$6K +$1.36K +22 +29%
SSC
727
Syverson Strege & Co
Iowa
$6K +$6K +93 New
ACM
728
Antonetti Capital Management
Florida
$6K +$6K +100 New
BA
729
Bellwether Advisors
Nebraska
$5K -$907K -17,056 -99%
BAM
730
Bellevue Asset Management
Washington
$5K -$195 -3 -4%
SSB
731
Sandy Spring Bank
Maryland
$5K – – –
MAM
732
Meeder Asset Management
Ohio
$5K – – –
PFBT
733
Parkside Financial Bank & Trust
Missouri
$5K +$705 +11 +16%
KIG
734
Kowal Investment Group
Wisconsin
$5K +$5K +75 New
WWM
735
Wolff Wiese Magana
California
$5K +$5K +81 New
MIM
736
Macroview Investment Management
Maryland
$5K +$5K +88 New
FMP
737
Financial Management Professionals
Texas
$3K – – –
GWS
738
Glassman Wealth Services
Virginia
$2K +$1.12K +14 +127%
VCM
739
Versant Capital Management
Arizona
$2K +$2K +35 New
GPA
740
Guidance Point Advisors
Massachusetts
$2K +$2K +35 New
CCM
741
Cribstone Capital Management
Maine
$2K +$2K +40 New
BBHC
742
Brown Brothers Harriman & Co
New York
$1.09K – – –
Walleye Capital
743
Walleye Capital
New York
$876 +$876 +14,397 New
Nisa Investment Advisors
744
Nisa Investment Advisors
Missouri
$183 – – –
KC
745
Kize Capital
New York
– -$47.9M -808,584 Closed
MC
746
Maverick Capital
Texas
– -$25.6M -431,616 Closed
WAM
747
Weiss Asset Management
Massachusetts
– -$6.53M -110,276 Closed
Balyasny Asset Management
748
Balyasny Asset Management
Illinois
– -$5.33M -89,891 Closed
KFS
749
Kelly Financial Services
Massachusetts
– -$1.25M -74,050 Closed
SSI
750
Scott & Selber Inc
Texas
– -$3.25M -54,923 Closed
28 29
30
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