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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 %
VAS
426
Vestmark Advisory Solutions
Massachusetts
$597K +$71.5K +1,362 +14%
SCM
427
Silvant Capital Management
Georgia
$597K – – –
SWM
428
Spire Wealth Management
Virginia
$596K +$62.5K +1,190 +12%
ZF
429
Zhang Financial
Michigan
$594K -$37.1K -707 -6%
JWM
430
Jessup Wealth Management
Ohio
$590K +$158 +3 +0%
JEST
431
JTC Employer Solutions Trustee
Jersey
$584K – – –
CCA
432
Catalyst Capital Advisors
New York
$578K +$578K +11,000 New
SDWIA
433
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$574K +$105 +2 +0%
FA
434
Fountainhead AM
New Jersey
$570K -$26.3K -500 -4%
MC
435
Moors & Cabot
Massachusetts
$563K +$49.9K +950 +10%
BFS
436
Bradley Foster & Sargent
Connecticut
$563K – – –
MCM
437
MAI Capital Management
Ohio
$560K +$4.99K +95 +0.9%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$556K -$14.1K -269 -2%
WWM
439
Western Wealth Management
Colorado
$556K – – –
ETH
440
Exos TFP Holdings
New York
$551K +$281K +5,343 +104%
PSP
441
Principal Street Partners
Tennessee
$547K -$20.2K -385 -4%
EH
442
Equitable Holdings
New York
$543K +$35.4K +674 +7%
BFA
443
Beaumont Financial Advisors
Massachusetts
$537K – – –
Assenagon Asset Management
444
Assenagon Asset Management
Luxembourg
$534K -$33.1M -630,007 -98%
CHAM
445
Clear Harbor Asset Management
Connecticut
$532K – – –
MA
446
MYDA Advisors
New York
$525K -$263K -5,000 -33%
IIM
447
Intact Investment Management
Quebec, Canada
$525K – – –
GAM
448
Guinness Asset Management
United Kingdom
$521K +$44K +838 +9%
FMN
449
Financial Management Network
California
$511K +$19K +372 +4%
YMRC
450
Yorktown Management & Research Company
Virginia
$509K – – –
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