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KKR & Co
KKR

Overview Fund Activity

833 hedge funds and large institutions have $32.9B invested in KKR & Co in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 280 increasing their positions, 262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+89
Holders Change %
+11.96%
% of All Funds
12.86%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.56%
New
154
Increased
280
Reduced
262
Closed
56
Calls
$140M
Puts
$218M
Net Calls
-$77.9M
Net Calls Change
-$92.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$784M
2
Jennison Associates
Jennison Associates
New York
+$428M
3
BlackRock
BlackRock
New York
+$235M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$193M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$103M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$373M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$284M
3
Deutsche Bank
Deutsche Bank
Germany
-$250M
4
Holocene Advisors
Holocene Advisors
New York
-$174M
5
JSP
Jackson Square Partners
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
576
Edgemoor Investment Advisors
Maryland
$410K – – –
CPA
577
Capital Planning Advisors
California
$408K – – –
OMC
578
Overbrook Management Corp
New York
$407K -$44.7K -600 -10%
CIC
579
Carnegie Investment Counsel
Ohio
$407K +$34.2K +459 +9%
CW
580
CreativeOne Wealth
Kansas
$407K +$38.5K +517 +10%
ZF
581
Zhang Financial
Michigan
$398K +$398K +5,348 New
GPFA
582
Game Plan Financial Advisors
Ohio
$397K -$7.46K -100 -2%
GT
583
Glenview Trust
Kentucky
$396K – – –
WSC
584
Wellington Shields & Co
New York
$395K – – –
US Bancorp
585
US Bancorp
Minnesota
$394K +$48.5K +651 +14%
CCA
586
Clearwater Capital Advisors
Illinois
$393K – – –
WJWM
587
Williams Jones Wealth Management
New York
$391K +$447 +6 +0.1%
HNB
588
Huntington National Bank
Ohio
$391K +$54.9K +737 +16%
SDWMA
589
Schneider Downs Wealth Management Advisors
Pennsylvania
$391K +$391K +5,250 New
SOW
590
State of Wyoming
Wyoming
$387K -$104K -1,404 -21%
SWA
591
Stratos Wealth Advisors
Ohio
$386K +$224 +3 +0.1%
FTDI
592
First Trust Direct Indexing
Massachusetts
$384K -$1.71K -23 -0.4%
HKAM
593
Horizon Kinetics Asset Management
New York
$377K – – –
GWMIA
594
Global Wealth Management Investment Advisory
Florida
$376K +$45.6K +611 +14%
GCM
595
G2 Capital Management
Ohio
$376K +$376K +5,042 New
ACP
596
Ashfield Capital Partners
California
$374K – – –
T2I
597
Turim 21 Investimentos
Brazil
$373K – – –
EL
598
EMFO LLC
Florida
$373K – – –
OA
599
Operose Advisors
Wisconsin
$373K +$373K +5,000 New
DILIC
600
Dai-ichi Life Insurance Company
Japan
$371K – – –
22 23
24
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