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KKR & Co

785 hedge funds and large institutions have $25.8B invested in KKR & Co in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 299 increasing their positions, 253 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-48
Holders Change %
-5.76%
% of All Funds
12.42%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
87
Increased
299
Reduced
253
Closed
125
Calls
$156M
Puts
$307M
Net Calls
-$151M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
476
Beaumont Financial Advisors
Massachusetts
$609K
PAM
477
Panagora Asset Management
Massachusetts
$604K -$26.9K -459 -4%
AAS
478
Ameritas Advisory Services
Nebraska
$601K +$194K +3,320 +48%
ZF
479
Zhang Financial
Michigan
$599K +$286K +4,893 +91%
Arrowstreet Capital
480
Arrowstreet Capital
Massachusetts
$598K +$598K +10,236 New
PMG
481
ProVise Management Group
Florida
$596K -$26.3K -450 -4%
CHAM
482
Clear Harbor Asset Management
Connecticut
$592K
SDWIA
483
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$592K +$58 +1 +0%
ASN
484
Advisory Services Network
Georgia
$587K +$133K +2,278 +29%
IIM
485
Intact Investment Management
Quebec, Canada
$585K +$70.2K +1,200 +14%
G
486
GenTrust
Florida
$585K +$585K +10,000 New
PFC
487
Phocas Financial Corp
California
$581K +$84.7K +1,450 +17%
KF
488
Krilogy Financial
Missouri
$575K -$99.2K -1,697 -15%
IFWM
489
Institute for Wealth Management
Colorado
$569K +$20K +342 +4%
YMRC
490
Yorktown Management & Research Company
Virginia
$567K
PSUF
491
People's United Financial
Connecticut
$549K -$79.6K -1,361 -13%
MCM
492
MAI Capital Management
Ohio
$549K -$1.17K -20 -0.2%
SSW
493
Smith Shellnut Wilson
Mississippi
$545K
DT
494
Diversified Trust
Tennessee
$541K +$17.5K +300 +3%
VPIM
495
Vanguard Personalized Indexing Management
California
$533K -$434K -7,425 -45%
CP
496
CenterBook Partners
Connecticut
$530K +$282K +4,829 +114%
RG
497
Rathbones Group
United Kingdom
$526K -$191K -3,275 -27%
EGA
498
E&G Advisors
Texas
$526K
SAM
499
Sawgrass Asset Management
Florida
$521K +$521K +8,913 New
IRF
500
IBM Retirement Fund
New York
$519K -$23.4K -400 -4%