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KKR & Co
KKR

Overview Fund Activity

709 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-23
Holders Change %
-3.14%
% of All Funds
12.26%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
237
Reduced
249
Closed
79
Calls
$105M
Puts
$144M
Net Calls
-$38.5M
Net Calls Change
+$5.29M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$368M
2
Capital International Investors
Capital International Investors
California
+$163M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$142M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$91M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$672M
2
ECU
Egerton Capital (UK)
United Kingdom
-$91.9M
3
VVP
Vulcan Value Partners
Alabama
-$43M
4
Millennium Management
Millennium Management
New York
-$40.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
451
Phocas Financial Corp
California
$429K +$24.7K +575 +6%
IFWM
452
Institute for Wealth Management
Colorado
$427K – – –
SS
453
Simplicity Solutions
Minnesota
$427K +$22.4K +522 +6%
KF
454
Krilogy Financial
Missouri
$423K – – –
WF
455
Welch & Forbes
Massachusetts
$420K -$264K -6,131 -39%
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$420K -$209K -4,856 -33%
BAMF
457
BI Asset Management Fondsmaeglerselskab
Denmark
$418K -$47.8K -1,112 -10%
YMRC
458
Yorktown Management & Research Company
Virginia
$417K -$136K -3,160 -25%
TMAM
459
Tokio Marine Asset Management
Japan
$417K +$37.5K +871 +10%
AWA
460
Arete Wealth Advisors
Illinois
$417K +$186K +4,337 +81%
MCM
461
MAI Capital Management
Ohio
$413K +$3.52K +82 +0.9%
GWM
462
Geneos Wealth Management
Colorado
$402K -$47.3K -1,102 -11%
FMN
463
Financial Management Network
California
$401K +$130K +2,736 +48%
FHB
464
First Hawaiian Bank
Hawaii
$400K -$599K -13,895 -60%
DT
465
Diversified Trust
Tennessee
$395K -$3.49K -81 -0.9%
GAM
466
Guinness Asset Management
United Kingdom
$391K -$33.8K -786 -8%
RG
467
Rathbones Group
United Kingdom
$387K – – –
EGA
468
E&G Advisors
Texas
$387K – – –
MA
469
Mutual Advisors
Nebraska
$386K -$86 -2 -0%
SWM
470
Segment Wealth Management
Texas
$381K – – –
SAM
471
Sawgrass Asset Management
Florida
$376K -$4.13K -96 -1%
Cetera Investment Advisers
472
Cetera Investment Advisers
Illinois
$369K -$437K -10,166 -54%
PA
473
Parallel Advisors
California
$369K +$344 +8 +0.1%
APA
474
American Portfolios Advisors
New York
$369K -$1.51K -35 -0.4%
ONB
475
Old National Bancorp
Indiana
$368K +$1.08K +25 +0.3%
17 18
19
20 21