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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 %
SEI Investments
151
SEI Investments
Pennsylvania
$12.5M -$6.35M -103,080 -34%
PAIM
152
Punch & Associates Investment Management
Minnesota
$12.4M -$22.2K -361 -0.2%
CIM
153
Caldwell Investment Management
Ontario, Canada
$12.2M – – –
BCM
154
Basswood Capital Management
New York
$12.2M -$2.61M -42,402 -18%
Citigroup
155
Citigroup
New York
$12M +$1.58M +25,724 +15%
PCIG
156
Partners Capital Investment Group
Massachusetts
$12M -$542K -8,792 -4%
CGIM
157
Capital Group Investment Management
Singapore
$11.5M -$3.95M -64,144 -26%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$11.5M +$50.9K +826 +0.4%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$11.5M +$5.93M +96,218 +107%
Osaic Holdings
160
Osaic Holdings
Arizona
$11.1M +$4.33M +70,341 +64%
LCS
161
Levin Capital Strategies
New York
$10.7M -$739 -12 -0%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$10.6M -$772K -12,538 -7%
ASRS
163
Arizona State Retirement System
Arizona
$10.5M -$79.7K -1,294 -0.8%
HV
164
HST Ventures
Utah
$10.3M +$10.3M +167,919 New
KWILP
165
Kiwi Wealth Investments Limited Partnership
New Zealand
$10M +$10M +162,923 New
NSIM
166
North Star Investment Management
Illinois
$9.86M -$189K -3,069 -2%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$9.84M -$4.55M -73,812 -32%
DFCM
168
Dark Forest Capital Management
Puerto Rico
$9.6M +$9.6M +155,778 New
FAF
169
Fjarde Ap-fonden
Sweden
$9.44M +$480K +7,800 +5%
Capital Research Global Investors
170
Capital Research Global Investors
California
$9.42M +$62.6K +1,017 +0.7%
Nomura Asset Management
171
Nomura Asset Management
Japan
$9.23M -$68.4K -1,111 -0.7%
PWP
172
Private Wealth Partners
California
$8.99M -$160K -2,600 -2%
UIM
173
USS Investment Management
United Kingdom
$8.66M +$110K +1,790 +1%
COLIM
174
City of London Investment Management
United Kingdom
$8.47M – – –
NFC
175
Northeast Financial Consultants
Connecticut
$8.44M – – –
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7
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