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KKR & Co
KKR

Overview Fund Activity

730 hedge funds and large institutions have $22.4B invested in KKR & Co in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 236 increasing their positions, 261 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+21
Holders Change %
+2.96%
% of All Funds
11.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.47%
New
98
Increased
236
Reduced
261
Closed
66
Calls
$246M
Puts
$289M
Net Calls
-$43.8M
Net Calls Change
-$5.35M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.21B
2
Harris Associates
Harris Associates
Illinois
$1.24B
3
Capital International Investors
Capital International Investors
California
$1.81B
4
Invesco
Invesco
Georgia
$357M
5
Wolverine Trading
Wolverine Trading
Illinois
$132M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$300M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
VH
ValueAct Holdings
California
$1.1B
4
AI
Ariel Investments
Illinois
$45.6M
5
VVP
Vulcan Value Partners
Alabama
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
401
Aigen Investment Management
New York
$598K +$598K +12,880 New
MNBTD
402
Moody National Bank Trust Division
Texas
$592K +$1.16K +25 +0.2%
BAM
403
Belpointe Asset Management
Nevada
$581K -$203K -4,370 -26%
PMG
404
ProVise Management Group
Florida
$579K – – –
CB
405
Commerce Bank
Missouri
$579K -$20.2K -435 -3%
EPA
406
Element Pointe Advisors
Florida
$573K -$115K -2,471 -17%
FPCG
407
Fort Pitt Capital Group
Pennsylvania
$571K – – –
BCM
408
Bayesian Capital Management
New York
$571K +$571K +12,300 New
Baird Financial Group
409
Baird Financial Group
Wisconsin
$565K +$54K +1,165 +11%
BRWA
410
B. Riley Wealth Advisors
Florida
$563K +$12.8K +275 +2%
MWM
411
Mission Wealth Management
California
$558K -$279 -6 -0%
ZF
412
Zhang Financial
Michigan
$558K +$6.92K +149 +1%
LNWWM
413
Laird Norton Wetherby Wealth Management
California
$558K +$51.8K +1,115 +10%
CNC
414
Canandaigua National Corp
New York
$557K -$53.6K -1,155 -9%
SCA
415
Snowden Capital Advisors
New York
$554K -$88.5K -1,907 -14%
SW
416
SVB Wealth
Massachusetts
$554K +$554K +11,931 New
I
417
InceptionR
California
$553K +$553K +11,921 New
Vontobel Holding
418
Vontobel Holding
Switzerland
$553K +$25.1K +556 +5%
MIM
419
MetLife Investment Management
New Jersey
$549K +$2.65K +57 +0.5%
William Blair & Company
420
William Blair & Company
Illinois
$540K -$32.4K -698 -6%
FPA
421
First Pacific Advisors
California
$538K – – –
AWM
422
AE Wealth Management
Kansas
$531K +$38.1K +820 +8%
RGI
423
River Global Investors
United Kingdom
$531K +$531K +11,441 New
KPWS
424
Kestra Private Wealth Services
Texas
$530K -$93.1K -2,005 -15%
DC
425
Davenport & Co
Virginia
$528K -$114K -2,464 -18%
15 16
17
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