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KKR & Co
KKR

Overview Fund Activity

833 hedge funds and large institutions have $32.9B invested in KKR & Co in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 280 increasing their positions, 262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+89
Holders Change %
+11.96%
% of All Funds
12.86%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.56%
New
154
Increased
280
Reduced
262
Closed
56
Calls
$140M
Puts
$218M
Net Calls
-$77.9M
Net Calls Change
-$92.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$784M
2
Jennison Associates
Jennison Associates
New York
+$428M
3
BlackRock
BlackRock
New York
+$235M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$193M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$103M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$373M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$284M
3
Deutsche Bank
Deutsche Bank
Germany
-$250M
4
Holocene Advisors
Holocene Advisors
New York
-$174M
5
JSP
Jackson Square Partners
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
501
Institute for Wealth Management
Colorado
$700K +$30.9K +414 +5%
SSW
502
Smith Shellnut Wilson
Mississippi
$695K – – –
IRF
503
IBM Retirement Fund
New York
$691K -$466K -6,248 -40%
HFM
504
Harvest Fund Management
China
$683K +$435K +5,819 +176%
EGA
505
E&G Advisors
Texas
$670K – – –
DT
506
Diversified Trust
Tennessee
$667K -$101K -1,351 -13%
YCM
507
Yousif Capital Management
Michigan
$660K +$660K +8,860 New
SWM
508
Segment Wealth Management
Texas
$659K -$44.7K -600 -6%
PWP
509
Principle Wealth Partners
Connecticut
$659K – – –
IIM
510
Intact Investment Management
Quebec, Canada
$656K -$164K -2,200 -20%
APA
511
American Portfolios Advisors
New York
$643K -$186K -2,496 -22%
CCM
512
Corsair Capital Management
New York
$635K -$27.9K -375 -4%
PFC
513
Phocas Financial Corp
California
$633K +$26.1K +350 +4%
SG
514
Stonnington Group
California
$631K +$78.9K +1,100 +14%
MA
515
Mutual Advisors
Nebraska
$630K +$52.2K +700 +9%
TC
516
TownSquare Capital
Utah
$625K +$625K +8,389 New
WS
517
Wedbush Securities
California
$622K -$35.2K -472 -5%
FMBTD
518
First Midwest Bank Trust Division
Illinois
$621K +$235K +3,150 +61%
FWP
519
Firethorn Wealth Partners
Georgia
$611K +$611K +8,198 New
FFM
520
Forum Financial Management
Illinois
$598K – – –
IIC
521
Integrated Investment Consultants
Michigan
$586K +$163K +2,182 +38%
MTWM
522
Masso Torrence Wealth Management
New Jersey
$581K +$581K +7,794 New
ASN
523
Advisory Services Network
Georgia
$578K +$42.2K +567 +8%
S
524
Seeyond
France
$577K – – –
RSWM
525
Robertson Stephens Wealth Management
California
$568K +$568K +7,636 New
19 20
21
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