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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 %
SP
551
Symmetry Partners
Connecticut
$228K – – –
FPAS
552
Focus Partners Advisor Solutions
Missouri
$226K +$226K +4,865 New
CB
553
Cadence Bank
Mississippi
$224K -$64K -1,379 -22%
TW
554
TrinityPoint Wealth
Connecticut
$224K +$1.39K +30 +0.6%
EAM
555
Eschler Asset Management
United Kingdom
$224K – – –
HWM
556
HB Wealth Management
Georgia
$224K +$224K +4,815 New
DSC
557
Duncker Streett & Co
Missouri
$223K -$17.4K -375 -7%
IC
558
IEQ Capital
California
$223K -$60.4K -1,301 -21%
AWA
559
Arkadios Wealth Advisors
Georgia
$222K +$139 +3 +0.1%
FBT
560
First Bank & Trust
South Dakota
$221K +$221K +4,761 New
FCCM
561
First City Capital Management
Georgia
$221K +$186 +4 +0.1%
ACP
562
Aviance Capital Partners
Florida
$219K – – –
AFS
563
Aft Forsyth & Sober
Florida
$218K – – –
Nisa Investment Advisors
564
Nisa Investment Advisors
Missouri
$216K – – –
S
565
Seeyond
France
$214K -$511 -11 -0.2%
Wealthfront Advisers
566
Wealthfront Advisers
California
$214K +$214K +4,604 New
CLOS
567
Compagnie Lombard Odier SCmA
Switzerland
$213K +$45.1K +971 +27%
PFS
568
Prospera Financial Services
Texas
$210K +$210K +4,534 New
FFM
569
Forum Financial Management
Illinois
$210K +$210K +4,519 New
RFN
570
RDA Financial Network
Iowa
$210K +$210K +4,515 New
SDWMA
571
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K +$209K +4,500 New
KCPG
572
Kavar Capital Partners Group
Kansas
$209K +$209K +4,496 New
HNB
573
Huntington National Bank
Ohio
$205K – – –
VVP
574
Venture Visionary Partners
Ohio
$202K +$202K +4,361 New
IUHSA
575
Itau Unibanco Holding S.A.
Brazil
$198K +$16.1K +345 +9%
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