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KKR & Co
KKR

Overview Fund Activity

709 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-23
Holders Change %
-3.14%
% of All Funds
12.26%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
237
Reduced
249
Closed
79
Calls
$105M
Puts
$144M
Net Calls
-$38.5M
Net Calls Change
+$5.29M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$908M
2
Capital International Investors
Capital International Investors
California
$1.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
4
Viking Global Investors
Viking Global Investors
Connecticut
$137M
5
Citadel Advisors
Citadel Advisors
Florida
$94M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.3M
2
ECU
Egerton Capital (UK)
United Kingdom
$205M
3
VVP
Vulcan Value Partners
Alabama
$465M
4
Millennium Management
Millennium Management
New York
$45.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
351
Stonehage Fleming Financial Services
Jersey
$876K – – –
AAS
352
Ameritas Advisory Services
Nebraska
$866K +$41.9K +975 +5%
RFC
353
Regions Financial Corp
Alabama
$843K -$18.1K -421 -2%
CCM
354
Compton Capital Management
Rhode Island
$832K -$43K -1,000 -5%
SSA
355
Schonfeld Strategic Advisors
New York
$826K +$503K +11,681 +155%
Allspring Global Investments
356
Allspring Global Investments
North Carolina
$825K -$514K -11,972 -38%
AIM
357
Achmea Investment Management
Netherlands
$824K – – –
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$813K -$197K -4,583 -20%
NA
359
NewEdge Advisors
Louisiana
$809K -$298K -6,940 -27%
AC
360
Allstate Corporation
Illinois
$807K -$8.13K -189 -1%
SPIO
361
Seven Post Investment Office
California
$804K – – –
SCP
362
Stamos Capital Partners
California
$802K -$285K -6,620 -26%
AAM
363
AR Asset Management
California
$774K – – –
RC
364
Roundview Capital
New Jersey
$773K +$10.2K +236 +1%
BTWM
365
Baker Tilly Wealth Management
Wisconsin
$772K -$75.4K -1,753 -9%
RJT
366
Raymond James Trust
Florida
$766K +$51.3K +1,194 +7%
EF
367
Empowered Funds
Pennsylvania
$763K +$29.4K +684 +4%
HI
368
Horizon Investments
North Carolina
$761K +$761K +17,706 New
BAM
369
Blueshift Asset Management
New Jersey
$759K +$759K +17,647 New
NCM
370
Next Capital Management
New York
$753K – – –
IWM
371
IHT Wealth Management
Illinois
$752K +$54.2K +1,262 +8%
FSA
372
Franklin Street Advisors
North Carolina
$747K – – –
SAA
373
Southeast Asset Advisors
Georgia
$738K – – –
KeyBank National Association
374
KeyBank National Association
Ohio
$732K -$73.3K -1,703 -9%
BAM
375
Belpointe Asset Management
Nevada
$727K +$93K +2,161 +15%
13 14
15
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