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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 %
DWM
501
Dakota Wealth Management
Florida
$312K -$30.2K -650 -9%
V
502
Veritable
Delaware
$305K +$4.27K +92 +1%
GCP
503
GSA Capital Partners
United Kingdom
$303K +$303K +6,519 New
SSG
504
Summit Securities Group
New York
$301K +$301K +6,488 +648,800%
YCM
505
Yousif Capital Management
Michigan
$297K +$44.3K +954 +18%
GT
506
Glenview Trust
Kentucky
$295K +$295K +6,357 New
FMAEN1
507
Fund Management at Engine No 1
California
$295K +$37.6K +809 +15%
GRP
508
Global Retirement Partners
California
$294K -$13.2K -284 -4%
GT
509
Glenmede Trust
Pennsylvania
$293K +$13.3K +287 +5%
CCA
510
Clearwater Capital Advisors
Illinois
$292K – – –
SFA
511
Sequoia Financial Advisors
Ohio
$288K +$288K +6,205 New
CI
512
Cigna Investments
Connecticut
$288K +$325 +7 +0.1%
SFI
513
Siemens Fonds Invest
Germany
$287K – – –
SIC
514
Samalin Investment Counsel
New York
$284K +$696 +15 +0.2%
IFWM
515
Institute for Wealth Management
Colorado
$284K -$177K -3,812 -38%
Lazard Asset Management
516
Lazard Asset Management
New York
$279K – – –
NIM
517
Northeast Investment Management
Massachusetts
$279K – – –
FM
518
Family Management
New York
$279K – – –
UB
519
UMB Bank
Missouri
$278K -$374K -8,070 -57%
CIC
520
Carnegie Investment Counsel
Ohio
$277K +$836 +18 +0.3%
GA
521
Gateway Advisory
New Jersey
$275K -$23.4K -503 -8%
SIM
522
SSI Investment Management
California
$274K +$274K +5,912 New
AIG
523
American International Group
New York
$273K -$5.43K -117 -2%
AFA
524
Arlington Financial Advisors
California
$272K – – –
TCA
525
Transcend Capital Advisors
New Jersey
$270K – – –
19 20
21
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