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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 %
NRC
826
New Republic Capital
North Carolina
– -$207K -3,704 Closed
IAIM
827
Industrial Alliance Investment Management
Quebec, Canada
– -$147K -2,620 Closed
CA
828
Crewe Advisors
Utah
– -$104K -1,852 Closed
AF
829
Arrow Financial
New York
– -$93.5K -1,670 Closed
WP
830
WealthPLAN Partners
Nebraska
– -$48.8K -872 Closed
AIM
831
Achmea Investment Management
Netherlands
– -$39K -694 Closed
CFO
832
CVA Family Office
Colorado
– -$32.2K -575 Closed
DI
833
Disciplined Investments
Oklahoma
– -$29.4K -525 Closed
QL
834
Quarry LP
New York
– -$25.7K -459 Closed
SF
835
Safeguard Financial
Wisconsin
– -$23K -411 Closed
PA
836
PSI Advisors
Florida
– -$16K -285 Closed
PIAS
837
PCA Investment Advisory Services
Ohio
– -$14.8K -263 Closed
PI
838
PineBridge Investments
New York
– -$14.2K -254 Closed
BCM
839
Blume Capital Management
California
– -$11.2K -200 Closed
HDIM
840
Hanson & Doremus Investment Management
Vermont
– -$10K -180 Closed
VSQM
841
V-Square Quantitative Management
Illinois
– -$6.78K -121 Closed
MIM
842
Macroview Investment Management
Maryland
– -$5.02K -90 Closed
NC
843
NewSquare Capital
Pennsylvania
– -$3.36K -60 Closed
RI
844
Ridgewood Investments
New Jersey
– -$2.35K -42 Closed
PPC
845
Park Place Capital
Alabama
– -$1.74K -31 Closed
CAS
846
Coppell Advisory Solutions
Texas
– -$1.46K -26 Closed
IGWM
847
ICA Group Wealth Management
Colorado
– -$1.29K -23 Closed
FA
848
Fiduciary Alliance
South Carolina
– -$1.23K -22 Closed
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