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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 %
DSC
551
Duncker Streett & Co
Missouri
$252K – – –
FCCM
552
First City Capital Management
Georgia
$252K -$212 -4 -0.1%
TW
553
TrinityPoint Wealth
Connecticut
$252K -$1.58K -30 -0.6%
MFS
554
Mirabella Financial Services
United Kingdom
$251K -$25.3K -482 -9%
AFS
555
Aft Forsyth & Sober
Florida
$247K – – –
RFA
556
Register Financial Advisors
Georgia
$246K -$14.2K -271 -5%
FC
557
Fusion Capital
South Carolina
$245K +$245K +4,664 New
Acadian Asset Management
558
Acadian Asset Management
Massachusetts
$244K -$151K -2,884 -38%
PFC
559
Phocas Financial Corp
California
$243K -$273K -5,195 -53%
SIM
560
SSI Investment Management
California
$243K -$67.8K -1,290 -22%
Nisa Investment Advisors
561
Nisa Investment Advisors
Missouri
$242K -$1.84K -35 -0.8%
PFS
562
Prospera Financial Services
Texas
$238K +$53 +1 +0%
AWA
563
Arkadios Wealth Advisors
Georgia
$238K -$12.9K -246 -5%
GRP
564
Global Retirement Partners
California
$237K -$88.8K -1,731 -27%
SDWMA
565
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K – – –
GA
566
Gateway Advisory
New Jersey
$236K -$74.7K -1,424 -24%
CCM
567
Compton Capital Management
Rhode Island
$234K -$685K -13,050 -75%
Bank of Nova Scotia
568
Bank of Nova Scotia
Ontario, Canada
$232K -$334K -6,369 -59%
EI
569
Ethic Inc
New York
$232K +$232K +4,411 New
NA
570
NewEdge Advisors
Louisiana
$229K -$174K -3,320 -43%
SPC
571
Sigma Planning Corp
Michigan
$225K +$225K +4,292 New
RFN
572
RDA Financial Network
Iowa
$225K -$11.8K -225 -5%
FFA
573
Farther Finance Advisors
California
$224K +$218K +4,151 +3,578%
VVP
574
Venture Visionary Partners
Ohio
$222K -$6.57K -125 -3%
MC
575
Machina Capital
France
$221K +$221K +4,212 New
21 22
23
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