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KKR & Co
KKR

Overview Fund Activity

743 hedge funds and large institutions have $25.5B invested in KKR & Co in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 229 increasing their positions, 275 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+13
Holders Change %
+1.78%
% of All Funds
11.89%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
90
Increased
229
Reduced
275
Closed
64
Calls
$161M
Puts
$189M
Net Calls
-$28.4M
Net Calls Change
+$15.5M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$345M
2
Invesco
Invesco
Georgia
$604M
3
Capital International Investors
Capital International Investors
California
$2.2B
4
EC
Eminence Capital
New York
$138M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$119M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$7.06M
2
Goldman Sachs
Goldman Sachs
New York
$172M
3
VH
ValueAct Holdings
California
$1.08B
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
EIP
Epoch Investment Partners
New York
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
351
Baader Bank Aktiengesellschaft
Germany
$992K +$992K +18,879 New
GCP
352
GSA Capital Partners
United Kingdom
$985K +$643K +12,230 +188%
VIM
353
Vinva Investment Management
Australia
$984K +$984K +19,160 New
SPIO
354
Seven Post Investment Office
California
$982K – – –
CIBC World Market
355
CIBC World Market
Ontario, Canada
$980K -$242K -4,615 -20%
SAA
356
Southeast Asset Advisors
Georgia
$956K +$54.3K +1,034 +6%
LA
357
LBP AM
France
$948K -$66K -1,257 -7%
AAM
358
AR Asset Management
California
$945K – – –
PFA
359
Professional Financial Advisors
Nebraska
$942K +$942K +16,117 New
RC
360
Roundview Capital
New Jersey
$937K -$3.2K -61 -0.3%
NCM
361
Next Capital Management
New York
$918K – – –
FSA
362
Franklin Street Advisors
North Carolina
$913K – – –
YAVAPFMC
363
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$897K -$512K -9,975 -36%
TC
364
TownSquare Capital
Utah
$896K -$85.1K -1,621 -9%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$890K +$250K +4,755 +39%
LFAS
366
Level Four Advisory Services
Texas
$882K -$368K -7,015 -29%
BAM
367
Belpointe Asset Management
Nevada
$881K +$224K +4,256 +34%
HBCM
368
Heron Bay Capital Management
Michigan
$872K +$139K +2,645 +19%
IWM
369
IHT Wealth Management
Illinois
$872K – – –
RJT
370
Raymond James Trust
Florida
$859K -$48.1K -916 -5%
EFS
371
Essex Financial Services
Connecticut
$840K -$6.41K -122 -0.8%
EIP
372
Epoch Investment Partners
New York
$833K -$55.8M -1,062,051 -99%
RGI
373
River Global Investors
United Kingdom
$822K +$221K +4,220 +37%
IAA
374
Independent Advisor Alliance
North Carolina
$816K +$11.3K +216 +1%
CWP
375
Curated Wealth Partners
California
$812K -$55.9K -1,065 -6%
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15
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