KKR icon

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 %
RFC
526
Regions Financial Corp
Alabama
$291K -$7.34K -140 -2%
MYAM
527
Meiji Yasuda Asset Management
Japan
$289K – – –
SW
528
SteelPeak Wealth
California
$286K +$263 +5 +0.1%
Axa
529
Axa
France
$286K +$286K +5,438 New
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$283K +$283K +5,383 New
PAI
531
Pittenger & Anderson Inc
Nebraska
$282K -$80.1K -1,525 -22%
CCA
532
Clearwater Capital Advisors
Illinois
$281K -$49.6K -945 -15%
LNC
533
Lincoln National Corp
Pennsylvania
$272K +$272K +5,171 New
VPIM
534
Vanguard Personalized Indexing Management
California
$271K +$9.51K +181 +4%
DCM
535
Driehaus Capital Management
Illinois
$270K -$18K -342 -6%
SC
536
Scotia Capital
Ontario, Canada
$270K +$270K +5,149 New
FBT
537
First Bank & Trust
South Dakota
$270K +$20.1K +382 +8%
HWM
538
HB Wealth Management
Georgia
$269K +$16.4K +313 +7%
HNB
539
Huntington National Bank
Ohio
$269K +$37.1K +707 +16%
XT
540
XTX Topco
Cayman Islands
$267K +$267K +5,093 New
PWM
541
PRW Wealth Management
Massachusetts
$266K -$14.9K -280 -5%
HKAM
542
Horizon Kinetics Asset Management
New York
$266K – – –
CPA
543
Capital Planning Advisors
California
$262K – – –
9WM
544
9258 Wealth Management
Ohio
$258K -$1.1K -21 -0.4%
SP
545
Symmetry Partners
Connecticut
$258K – – –
HCM
546
Hodges Capital Management
Texas
$257K -$11.7K -234 -4%
SM
547
Sweeney & Michel
California
$255K +$255K +4,685 New
CB
548
Cadence Bank
Mississippi
$255K +$2.15K +41 +0.9%
EIA
549
Edgemoor Investment Advisors
Maryland
$254K -$13.7K -260 -5%
EAM
550
Eschler Asset Management
United Kingdom
$253K – – –
20 21
22
23 24