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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 %
EARNEST Partners
776
EARNEST Partners
Georgia
$3.63K – – –
CFGS
777
Concourse Financial Group Securities
Alabama
$3.2K +$1.23K +20 +63%
BIA
778
Bell Investment Advisors
California
$2.83K – – –
SWA
779
Sutton Wealth Advisors
Florida
$2.03K – – –
TAM
780
Tucker Asset Management
Colorado
$1.85K – – –
Jones Financial Companies
781
Jones Financial Companies
Missouri
$1.79K +$1.79K +29 New
RA
782
Rise Advisors
New York
$1.57K – – –
IA
783
IFS Advisors
Kansas
$1.54K – – –
VCM
784
Versant Capital Management
Arizona
$1.29K – – –
CP
785
Castleview Partners
Texas
$1.23K – – –
FCA
786
FinTrust Capital Advisors
South Carolina
$1.05K – – –
ZB
787
Zions Bancorporation
Utah
$801 – – –
DFA
788
DHJJ Financial Advisors
Illinois
$616 +$616 +10 New
GI
789
Gradient Investments
Minnesota
$493 -$616 -10 -56%
CPG
790
Cornerstone Planning Group
New Jersey
$431 +$431 +7 New
TWP
791
TFO Wealth Partners
Ohio
$392 +$336 +6 +600%
DWA
792
Delos Wealth Advisors
Texas
$189 – – –
Alkeon Capital Management
793
Alkeon Capital Management
New York
– -$45.8M -818,076 Closed
Squarepoint
794
Squarepoint
New York
– -$17.6M -313,808 Closed
TC
795
TwinBeech Capital
New York
– -$16.7M -298,788 Closed
NCG
796
Newport Capital Group
New Jersey
– -$10.2M -220,182 Closed
RA
797
Rovida Advisors
Florida
– -$9.8M -175,000 Closed
JFG
798
Jefferies Financial Group
New York
– -$8.04M -143,616 Closed
BC
799
Brookfield Corp
Ontario, Canada
– -$4.72M -84,213 Closed
SAM
800
Shell Asset Management
Netherlands
– -$3.89M -69,411 Closed
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