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KKR & Co
KKR

Overview Fund Activity

758 hedge funds and large institutions have $27.1B invested in KKR & Co in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+15
Holders Change %
+2.02%
% of All Funds
11.96%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.52%
New
74
Increased
241
Reduced
280
Closed
56
Calls
$268M
Puts
$130M
Net Calls
+$139M
Net Calls Change
+$167M

Top Buyers

1
DCP
1
Darsana Capital Partners
New York
$224M
2
Harris Associates
2
Harris Associates
Illinois
$1.63B
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$108M
5
Invesco
5
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
4
Capital International Investors
California
$2.23B
5
Goldman Sachs
5
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$2.23B -$119M -2,126,831 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B +$2.29M +40,918 +0.1%
BlackRock
3
BlackRock
New York
$2.06B +$105M +1,881,997 +5%
Harris Associates
4
Harris Associates
Illinois
$1.63B +$140M +2,503,509 +9%
Principal Financial Group
5
Principal Financial Group
Iowa
$1.36B -$39.7M -709,426 -3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.28B -$202M -3,614,496 -14%
VH
7
ValueAct Holdings
California
$1.15B – – –
ACM
8
AKRE Capital Management
Virginia
$853M +$3.22M +57,500 +0.4%
Invesco
9
Invesco
Georgia
$733M +$88.7M +1,583,926 +14%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718M -$58.5M -1,044,940 -8%
State Street
11
State Street
Massachusetts
$654M +$36.5M +651,877 +6%
Capital World Investors
12
Capital World Investors
California
$598M +$15.6M +279,092 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$565M +$7.31M +130,573 +1%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$537M -$8.73M -155,884 -2%
First Manhattan
15
First Manhattan
New York
$484M +$17.9M +322,299 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$456M +$25.5M +455,361 +6%
VVP
17
Vulcan Value Partners
Alabama
$450M -$21.1M -377,134 -4%
Bank of America
18
Bank of America
North Carolina
$417M -$46.6M -832,275 -10%
Norges Bank
19
Norges Bank
Norway
$395M +$50M +893,043 +14%
LPC
20
Lone Pine Capital
Connecticut
$368M – – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$367M +$1.13M +20,151 +0.3%
GRIM
22
Greenhaven Road Investment Management
Connecticut
$362M -$8.96M -16,000 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$305M +$6.45M +115,150 +2%
Morgan Stanley
24
Morgan Stanley
New York
$233M +$9.48M +169,334 +4%
DCP
25
Darsana Capital Partners
New York
$224M +$224M +4,000,000 New
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