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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 %
SCM
426
Silvant Capital Management
Georgia
$527K -$4.87K -105 -0.9%
FA
427
Fountainhead AM
New Jersey
$527K – – –
JWM
428
Jessup Wealth Management
Ohio
$521K +$521K +11,224 New
CAL
429
Capital Analysts LLC
Pennsylvania
$521K +$482K +10,371 +1,236%
JEST
430
JTC Employer Solutions Trustee
Jersey
$516K – – –
BPA
431
Beacon Pointe Advisors
California
$515K +$2.09K +45 +0.4%
BMSSC
432
B. Metzler seel. Sohn & Co
Germany
$510K +$56.8K +1,224 +13%
SDWIA
433
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$508K -$9.19K -198 -2%
TMAM
434
Tokio Marine Asset Management
Japan
$505K +$55.4K +1,194 +12%
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$504K -$603 -13 -0.1%
PSP
436
Principal Street Partners
Tennessee
$501K -$31.8K -686 -6%
Bank of Nova Scotia
437
Bank of Nova Scotia
Ontario, Canada
$501K +$501K +10,790 New
BFS
438
Bradley Foster & Sargent
Connecticut
$498K -$6.73K -145 -1%
WWM
439
Western Wealth Management
Colorado
$491K -$518K -11,152 -51%
MCM
440
MAI Capital Management
Ohio
$491K +$44.7K +962 +10%
First Trust Advisors
441
First Trust Advisors
Illinois
$479K -$11.3M -244,330 -96%
BFA
442
Beaumont Financial Advisors
Massachusetts
$474K -$9.28K -200 -2%
SWM
443
Spire Wealth Management
Virginia
$472K -$3.62K -78 -0.8%
CHAM
444
Clear Harbor Asset Management
Connecticut
$470K – – –
PFO
445
Pathstone Family Office
New Jersey
$469K +$308K +9,173 +192%
VAS
446
Vestmark Advisory Solutions
Massachusetts
$465K -$135K -2,916 -23%
IIM
447
Intact Investment Management
Quebec, Canada
$464K – – –
FMN
448
Financial Management Network
California
$464K +$56.3K +1,171 +14%
VFO
449
Virtus Family Office
Texas
$463K -$50.8K -1,095 -10%
KF
450
Krilogy Financial
Missouri
$456K – – –
16 17
18
19 20