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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 %
PFC
451
Phocas Financial Corp
California
$456K -$6.96K -150 -2%
MC
452
Moors & Cabot
Massachusetts
$454K -$15.2K -328 -3%
WF
453
Welch & Forbes
Massachusetts
$453K – – –
YMRC
454
Yorktown Management & Research Company
Virginia
$450K – – –
RIM
455
RW Investment Management
Idaho
$450K +$450K +9,700 New
EH
456
Equitable Holdings
New York
$449K -$2.04M -43,882 -82%
FG
457
Fiduciary Group
Georgia
$444K – – –
AIM
458
Achmea Investment Management
Netherlands
$436K -$397K -9,132 -48%
GWM
459
Geneos Wealth Management
Colorado
$435K – – –
DT
460
Diversified Trust
Tennessee
$434K +$7.76K +167 +2%
ESCM
461
Echo Street Capital Management
New York
$428K +$428K +9,212 New
AWM
462
Aries Wealth Management
Maine
$428K -$46.4K -1,000 -10%
GAM
463
Guinness Asset Management
United Kingdom
$422K – – –
RG
464
Rathbones Group
United Kingdom
$418K – – –
EGA
465
E&G Advisors
Texas
$418K – – –
PI
466
PEAK6 Investments
Illinois
$416K +$416K +8,971 New
PA
467
Parallel Advisors
California
$415K +$16.9K +363 +4%
SF
468
Synovus Financial
Georgia
$415K +$415K +8,933 New
MA
469
Mutual Advisors
Nebraska
$414K -$2.28K -49 -0.5%
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$414K +$35.7K +770 +9%
SWM
471
Segment Wealth Management
Texas
$411K – – –
PWP
472
Principle Wealth Partners
Connecticut
$411K – – –
SS
473
Simplicity Solutions
Minnesota
$410K -$51.4K -1,108 -11%
SAM
474
Sawgrass Asset Management
Florida
$406K – – –
SSW
475
Smith Shellnut Wilson
Mississippi
$395K – – –
17 18
19
20 21