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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 %
FWP
476
Firethorn Wealth Partners
Georgia
$428K +$959 +18 +0.2%
BCV
477
Banque Cantonale Vaudoise
Switzerland
$426K – – –
CCM
478
Coldstream Capital Management
Washington
$418K -$840 -16 -0.2%
SRC
479
Sage Rhino Capital
California
$415K +$945 +18 +0.2%
AWA
480
Arete Wealth Advisors
Illinois
$414K -$789 -15 -0.2%
NW
481
NewEdge Wealth
Pennsylvania
$400K +$40K +761 +11%
LW
482
Linscomb Wealth
Texas
$395K -$361K -6,864 -48%
Wealthfront Advisers
483
Wealthfront Advisers
California
$384K +$142K +2,703 +59%
GT
484
Glenview Trust
Kentucky
$378K +$43.6K +831 +13%
FFM
485
Forum Financial Management
Illinois
$376K +$138K +2,632 +58%
MSAM
486
Moloney Securities Asset Management
Missouri
$375K +$105 +2 +0%
OWP
487
Obermeyer Wealth Partners
Colorado
$372K – – –
FMAEN1
488
Fund Management at Engine No 1
California
$367K +$34.1K +649 +10%
Carson Wealth (CWM LLC)
489
Carson Wealth (CWM LLC)
Nebraska
$366K +$10.2K +194 +3%
PFO
490
Pathstone Family Office
New Jersey
$365K -$369K -7,016 -50%
VWA
491
Visionary Wealth Advisors
Illinois
$365K -$26.3K -500 -7%
DI
492
Diligent Investors
California
$362K – – –
ONB
493
Old National Bancorp
Indiana
$360K – – –
YCM
494
Yousif Capital Management
Michigan
$349K +$12.9K +245 +4%
SFA
495
Sequoia Financial Advisors
Ohio
$347K +$21.4K +407 +7%
QT
496
Quantamental Technologies
New York
$346K -$564K -10,748 -62%
WF
497
Welch & Forbes
Massachusetts
$344K -$169K -3,214 -33%
V
498
Veritable
Delaware
$344K -$1.42K -27 -0.4%
PWP
499
Principle Wealth Partners
Connecticut
$341K -$123K -2,350 -27%
NSG
500
Nalls Sherbakoff Group
Tennessee
$336K +$336K +6,548 New
18 19
20
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