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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 %
Capital International Investors
1
Capital International Investors
California
$2.59B +$139M +2,257,720 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.46B +$29.3M +475,118 +1%
BlackRock
3
BlackRock
New York
$2.34B +$73.7M +1,196,583 +3%
Harris Associates
4
Harris Associates
Illinois
$1.66B -$139M -2,249,633 -8%
Principal Financial Group
5
Principal Financial Group
Iowa
$1.5B +$3.11M +50,448 +0.2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.44B +$36.3M +588,986 +3%
ACM
7
AKRE Capital Management
Virginia
$1.04B +$103M +1,676,739 +11%
Capital World Investors
8
Capital World Investors
California
$1.02B +$364M +5,905,454 +55%
Invesco
9
Invesco
Georgia
$923M +$118M +1,910,419 +15%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$819M +$28.7M +465,124 +4%
State Street
11
State Street
Massachusetts
$753M +$33M +535,896 +5%
VH
12
ValueAct Holdings
California
$704M -$561M -9,114,325 -44%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$606M -$15.1M -245,424 -2%
First Manhattan
14
First Manhattan
New York
$558M +$25.6M +419,181 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$551M +$48.9M +794,282 +10%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$508M -$82.4M -1,336,897 -14%
Bank of America
17
Bank of America
North Carolina
$483M +$24.6M +399,645 +5%
Norges Bank
18
Norges Bank
Norway
$442M +$7.51M +121,980 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$427M +$23.3M +378,516 +6%
VVP
20
Vulcan Value Partners
Alabama
$426M -$68.9M -1,119,211 -14%
LPC
21
Lone Pine Capital
Connecticut
$404M – – –
Legal & General Group
22
Legal & General Group
United Kingdom
$331M -$4.47M -72,641 -1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$312M +$234M +3,794,837 +297%
Millennium Management
24
Millennium Management
New York
$292M +$172M +2,796,668 +144%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$261M +$149M +2,414,418 +132%
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