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KKR & Co
KKR

Overview Fund Activity

833 hedge funds and large institutions have $32.9B invested in KKR & Co in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 280 increasing their positions, 262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+89
Holders Change %
+11.96%
% of All Funds
12.86%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.56%
New
154
Increased
280
Reduced
262
Closed
56
Calls
$140M
Puts
$218M
Net Calls
-$77.9M
Net Calls Change
-$92.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$784M
2
Jennison Associates
Jennison Associates
New York
+$428M
3
BlackRock
BlackRock
New York
+$235M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$193M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$103M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$373M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$284M
3
Deutsche Bank
Deutsche Bank
Germany
-$250M
4
Holocene Advisors
Holocene Advisors
New York
-$174M
5
JSP
Jackson Square Partners
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
451
Ballew Advisors
Mississippi
$986K +$986K +14,201 New
CGH
452
Crossmark Global Holdings
Texas
$974K +$722K +9,700 +287%
GC
453
Guggenheim Capital
Illinois
$961K +$544K +7,301 +130%
BMSSC
454
B. Metzler seel. Sohn & Co
Germany
$959K +$93.2K +1,247 +11%
GVAG
455
Great Valley Advisor Group
Delaware
$951K -$93.8K -1,258 -9%
CAMG
456
CWA Asset Management Group
Florida
$927K – – –
CII
457
Capital International Inc
California
$917K -$1.07M -14,297 -54%
RG
458
Rathbones Group
United Kingdom
$914K -$83.8K -1,125 -8%
SWP
459
Stratos Wealth Partners
Ohio
$908K -$62.1K -833 -6%
RJT
460
Raymond James Trust
Florida
$901K +$29.2K +392 +3%
BAM
461
Belpointe Asset Management
Nevada
$900K -$217K -2,914 -19%
MWM
462
Mission Wealth Management
California
$897K -$13.1K -176 -1%
FA
463
Fountainhead AM
New Jersey
$892K – – –
PSP
464
Principal Street Partners
Tennessee
$889K -$128K -1,722 -13%
BFS
465
Bradley Foster & Sargent
Connecticut
$884K – – –
SCM
466
Silvant Capital Management
Georgia
$877K – – –
KF
467
Krilogy Financial
Missouri
$859K +$126K +1,686 +17%
CWP
468
Curated Wealth Partners
California
$852K -$114K -1,528 -12%
ANRIA
469
American National Registered Investment Advisor
Texas
$840K – – –
KPWS
470
Kestra Private Wealth Services
Texas
$837K +$57.1K +766 +7%
JEST
471
JTC Employer Solutions Trustee
Jersey
$829K – – –
MLICM
472
Metropolitan Life Insurance Company (MetLife)
New York
$827K +$2.31K +31 +0.3%
BF
473
BOK Financial
Oklahoma
$815K +$340K +4,559 +71%
PAM
474
Panagora Asset Management
Massachusetts
$803K -$188K -2,525 -19%
WWM
475
Western Wealth Management
Colorado
$801K +$801K +10,737 New
17 18
19
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