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KKR & Co
KKR

Overview Fund Activity

732 hedge funds and large institutions have $21.1B invested in KKR & Co in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 269 increasing their positions, 250 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-53
Holders Change %
-6.75%
% of All Funds
12.38%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.42%
New
71
Increased
269
Reduced
250
Closed
111
Calls
$157M
Puts
$200M
Net Calls
-$43.8M
Net Calls Change
+$107M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$599M
2
Harris Associates
Harris Associates
Illinois
$581M
3
VH
ValueAct Holdings
California
$1.22B
4
Goldman Sachs
Goldman Sachs
New York
$241M
5
Jennison Associates
Jennison Associates
New York
$467M

Top Sellers

1
BlackRock
BlackRock
New York
$1.57B
2
Invesco
Invesco
Georgia
$126M
3
VVP
Vulcan Value Partners
Alabama
$547M
4
Millennium Management
Millennium Management
New York
$92.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
526
SteelPeak Wealth
California
$272K -$325 -7 -0.1%
NAM
527
Nexpoint Asset Management
Texas
$272K – – –
AFA
528
Arlington Financial Advisors
California
$271K – – –
TCA
529
Transcend Capital Advisors
New Jersey
$270K -$1.25K -27 -0.5%
FMN
530
Financial Management Network
California
$268K +$72.5K +1,550 +37%
BL
531
Balentine LLC
Georgia
$264K -$24K -519 -8%
BDWM
532
Brewin Dolphin Wealth Management
Ireland
$264K – – –
CLOS
533
Compagnie Lombard Odier SCmA
Switzerland
$261K -$354K -7,665 -58%
KFS
534
Kaizen Financial Strategies
California
$259K +$463 +10 +0.2%
GLA
535
Good Life Advisors
Pennsylvania
$258K – – –
TSS
536
Two Sigma Securities
New York
$256K -$83.4K -1,801 -25%
EIA
537
Edgemoor Investment Advisors
Maryland
$255K – – –
CPA
538
Capital Planning Advisors
California
$253K – – –
PWM
539
PRW Wealth Management
Massachusetts
$251K +$557 +12 +0.2%
AWA
540
Arete Wealth Advisors
Illinois
$249K +$56K +1,206 +29%
HCM
541
Hodges Capital Management
Texas
$248K -$22.7K -491 -8%
FTDI
542
First Trust Direct Indexing
Massachusetts
$248K +$7.56K +163 +3%
GT
543
Glenview Trust
Kentucky
$246K – – –
V
544
Veritable
Delaware
$244K +$23.2K +502 +11%
WJWM
545
Williams Jones Wealth Management
New York
$243K – – –
HNB
546
Huntington National Bank
Ohio
$241K -$1.2K -26 -0.5%
DSC
547
Duncker Streett & Co
Missouri
$240K – – –
ESCM
548
Echo Street Capital Management
New York
$237K +$237K +5,121 New
FH
549
FWG Holdings
Florida
$234K -$29.9K -646 -11%
HKAM
550
Horizon Kinetics Asset Management
New York
$234K – – –
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