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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 %
RIM
451
RW Investment Management
Idaho
$509K – – –
GC
452
Guggenheim Capital
Illinois
$507K +$115K +2,181 +29%
FG
453
Fiduciary Group
Georgia
$502K – – –
VFO
454
Virtus Family Office
Texas
$502K -$21.7K -413 -4%
MA
455
Mutual Advisors
Nebraska
$502K +$33.3K +634 +7%
KF
456
Krilogy Financial
Missouri
$495K -$21.1K -401 -4%
GWMIA
457
Global Wealth Management Investment Advisory
Florida
$490K +$22.1K +420 +5%
DT
458
Diversified Trust
Tennessee
$484K -$6.41K -122 -1%
AWM
459
Aries Wealth Management
Maine
$484K – – –
SWS
460
SYSTM Wealth Solutions
Illinois
$483K -$1.13M -21,609 -70%
DC
461
Davenport & Co
Virginia
$482K -$115K -2,199 -19%
PA
462
Parallel Advisors
California
$473K +$3.2K +61 +0.7%
RG
463
Rathbones Group
United Kingdom
$473K – – –
EGA
464
E&G Advisors
Texas
$473K – – –
SG Americas Securities
465
SG Americas Securities
New York
$465K +$465K +8,859 New
SWM
466
Segment Wealth Management
Texas
$465K – – –
GWM
467
Geneos Wealth Management
Colorado
$464K -$28.5K -542 -6%
MGWM
468
Marks Group Wealth Management
Minnesota
$452K +$9.35K +178 +2%
SAM
469
Sawgrass Asset Management
Florida
$451K -$7.88K -150 -2%
SF
470
Synovus Financial
Georgia
$449K -$20.4K -388 -4%
SSW
471
Smith Shellnut Wilson
Mississippi
$447K – – –
ASN
472
Advisory Services Network
Georgia
$446K +$7.93K +151 +2%
SM
473
Sciencast Management
New Jersey
$445K +$445K +9,242 New
KAM
474
Knightsbridge Asset Management
California
$439K -$9.45M -180,140 -96%
CCM
475
Corsair Capital Management
New York
$430K -$683 -13 -0.2%
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19
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