KKR icon

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 %
GIM
401
Guardian Investment Management
California
$672K +$12.2K +250 +2%
Jane Street
402
Jane Street
New York
$672K -$805K -15,321 -55%
RSWM
403
Robertson Stephens Wealth Management
California
$669K -$9.77K -186 -1%
MNBTD
404
Moody National Bank Trust Division
Texas
$669K – – –
TMAM
405
Tokio Marine Asset Management
Japan
$663K +$91.6K +1,744 +16%
BBVA
406
Banco Bilbao Vizcaya Argentaria
Spain
$658K +$658K +12,598 New
PMG
407
ProVise Management Group
Florida
$655K – – –
Vontobel Holding
408
Vontobel Holding
Switzerland
$654K +$11.4K +218 +2%
BMSSC
409
B. Metzler seel. Sohn & Co
Germany
$651K +$73.1K +1,392 +13%
EPA
410
Element Pointe Advisors
Florida
$649K – – –
ARC
411
Advisor Resource Council
Texas
$647K +$647K +12,558 New
FPCG
412
Fort Pitt Capital Group
Pennsylvania
$645K -$788 -15 -0.1%
CNBT
413
Canandaigua National Bank & Trust
New York
$645K +$645K +12,283 New
VanEck Associates
414
VanEck Associates
New York
$641K -$214K -4,073 -25%
CAMG
415
CWA Asset Management Group
Florida
$641K -$78.1K -1,487 -11%
BRWA
416
B. Riley Wealth Advisors
Florida
$640K +$2.1K +40 +0.3%
Ensign Peak Advisors
417
Ensign Peak Advisors
Utah
$635K -$11.2M -213,360 -95%
MWM
418
Mission Wealth Management
California
$635K +$3.41K +65 +0.5%
JJBC
419
James J. Burns & Company
New York
$631K +$631K +12,013 New
LNWWM
420
Laird Norton Wetherby Wealth Management
California
$628K -$2.42K -46 -0.4%
BPA
421
Beacon Pointe Advisors
California
$623K +$40.2K +765 +7%
MIM
422
MetLife Investment Management
New Jersey
$622K +$1.31K +25 +0.2%
William Blair & Company
423
William Blair & Company
Illinois
$618K +$7.56K +144 +1%
FPA
424
First Pacific Advisors
California
$609K – – –
KPWS
425
Kestra Private Wealth Services
Texas
$600K +$893 +17 +0.1%
15 16
17
18 19