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KKR & Co
KKR

Overview Fund Activity

709 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-23
Holders Change %
-3.14%
% of All Funds
12.26%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
237
Reduced
249
Closed
79
Calls
$105M
Puts
$144M
Net Calls
-$38.5M
Net Calls Change
+$5.29M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$908M
2
Capital International Investors
Capital International Investors
California
$1.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
4
Viking Global Investors
Viking Global Investors
Connecticut
$137M
5
Citadel Advisors
Citadel Advisors
Florida
$94M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.3M
2
ECU
Egerton Capital (UK)
United Kingdom
$205M
3
VVP
Vulcan Value Partners
Alabama
$465M
4
Millennium Management
Millennium Management
New York
$45.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
526
Edgemoor Investment Advisors
Maryland
$237K – – –
CPA
527
Capital Planning Advisors
California
$235K – – –
YCM
528
Yousif Capital Management
Michigan
$234K -$28.5K -664 -11%
SW
529
SteelPeak Wealth
California
$234K -$18.1K -421 -7%
AT
530
American Trust
Kentucky
$233K -$364K -8,444 -61%
PWM
531
PRW Wealth Management
Massachusetts
$233K – – –
CWM
532
Chesapeake Wealth Management
Virginia
$232K -$603K -14,046 -72%
HCM
533
Hodges Capital Management
Texas
$231K +$430 +10 +0.2%
DCM
534
Driehaus Capital Management
Illinois
$228K +$228K +5,294 New
FTDI
535
First Trust Direct Indexing
Massachusetts
$227K -$3.27K -76 -1%
CCP
536
Corient Capital Partners
California
$227K – – –
DSC
537
Duncker Streett & Co
Missouri
$223K – – –
MGP
538
Metis Global Partners
California
$223K +$223K +5,186 New
FHA
539
First Horizon Advisors
Tennessee
$222K +$8.23K +192 +4%
KIA
540
KCM Investment Advisors
California
$219K +$12.9K +300 +6%
Nisa Investment Advisors
541
Nisa Investment Advisors
Missouri
$218K +$86.3K +1,840 +65%
HKAM
542
Horizon Kinetics Asset Management
New York
$217K – – –
ACP
543
Ashfield Capital Partners
California
$216K – – –
OA
544
Operose Advisors
Wisconsin
$215K – – –
ST
545
Sentinel Trust
Texas
$215K – – –
BSG
546
Black Swift Group
Colorado
$215K +$215K +5,000 New
9WM
547
9258 Wealth Management
Ohio
$213K +$86 +2 +0%
SP
548
Symmetry Partners
Connecticut
$211K – – –
FH
549
FWG Holdings
Florida
$208K -$8.85K -206 -4%
GT
550
Greenleaf Trust
Michigan
$208K – – –
20 21
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