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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 %
GEA
751
Glen Eagle Advisors
New Jersey
$11.8K +$5.67K +92 +92%
PFA
752
Pathway Financial Advisers
Indiana
$11.4K +$11.4K +184 New
FAM
753
Flaharty Asset Management
Florida
$11.1K +$11.1K +180 New
GWS
754
Glassman Wealth Services
Virginia
$10.8K +$123 +2 +1%
WTA
755
Washington Trust Advisors
Massachusetts
$10.8K +$10.8K +175 New
JWA
756
JFS Wealth Advisors
Pennsylvania
$8.44K +$6.41K +104 +315%
AWM
757
Atticus Wealth Management
Florida
$8.19K – – –
ICM
758
Islay Capital Management
Texas
$7.73K – – –
CTC
759
Central Trust Company
Missouri
$7.39K – – –
CA
760
Centerpoint Advisors
Massachusetts
$7K – – –
BTI
761
Blue Trust Inc
Georgia
$6K – – –
MTIC
762
Missouri Trust & Investment Company
Missouri
$5.54K -$616 -10 -10%
VNA
763
Valley National Advisers
Pennsylvania
$5K +$5K +75 New
HCM
764
Highlander Capital Management
New Jersey
$5K +$5K +79 New
SFG
765
Steward Financial Group
Texas
$5K +$5K +82 New
WT
766
Washington Trust
Rhode Island
$4.93K -$246 -4 -5%
JFA
767
JNBA Financial Advisors
Minnesota
$4.81K +$2.4K +39 +100%
VAG
768
VisionPoint Advisory Group
Texas
$4.37K -$123 -2 -3%
BAM
769
Bellevue Asset Management
Washington
$4.07K – – –
Allspring Global Investments
770
Allspring Global Investments
North Carolina
$4.07K – – –
FMP
771
Financial Management Professionals
Texas
$4K – – –
CAL
772
Capital Advisors Ltd
Ohio
$4K – – –
PCM
773
Penserra Capital Management
California
$4K +$1.22K +21 +44%
CT
774
Colonial Trust
South Carolina
$3.99K -$798 -13 -17%
HI
775
Harbour Investments
Wisconsin
$3.76K +$862 +14 +30%
29 30
31
32 33