KKR icon

KKR & Co
KKR

Overview Fund Activity

785 hedge funds and large institutions have $25.8B invested in KKR & Co in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 299 increasing their positions, 253 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-48
Holders Change %
-5.76%
% of All Funds
12.42%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
87
Increased
299
Reduced
253
Closed
125
Calls
$156M
Puts
$307M
Net Calls
-$151M
Net Calls Change
-$73.1M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$368M
2
Renaissance Technologies
Renaissance Technologies
New York
$135M
3
BlackRock
BlackRock
New York
$2.28B
4
Jennison Associates
Jennison Associates
New York
$469M
5
Capital International Investors
Capital International Investors
California
$1.76B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Invesco
Invesco
Georgia
$426M
3
WPEP
Walnut Private Equity Partners
Nebraska
$12.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$284M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
576
Kovack Advisors
Florida
$312K +$54K +923 +21%
GT
577
Glenview Trust
Kentucky
$311K – – –
WSC
578
Wellington Shields & Co
New York
$310K – – –
NERM
579
New England Research & Management
Illinois
$307K -$20.5K -350 -6%
HNB
580
Huntington National Bank
Ohio
$307K -$117 -2 -0%
WJWM
581
Williams Jones Wealth Management
New York
$307K -$58 -1 -0%
GPFA
582
Game Plan Financial Advisors
Ohio
$304K -$7.31K -125 -2%
DSC
583
Duncker Streett & Co
Missouri
$303K -$58.6K -1,000 -16%
FTDI
584
First Trust Direct Indexing
Massachusetts
$303K +$1.81K +31 +0.6%
HKAM
585
Horizon Kinetics Asset Management
New York
$296K – – –
SOW
586
State of Wyoming
Wyoming
$294K -$10.8K -184 -4%
SWA
587
Stratos Wealth Advisors
Ohio
$293K -$9.65K -165 -3%
ACP
588
Ashfield Capital Partners
California
$293K – – –
RCM
589
Regency Capital Management
Hawaii
$292K -$58.4K -1,000 -17%
OA
590
Operose Advisors
Wisconsin
$292K – – –
ST
591
Sentinel Trust
Texas
$292K +$292K +5,000 New
S
592
Seeyond
France
$291K -$162K -2,778 -36%
DILIC
593
Dai-ichi Life Insurance Company
Japan
$291K – – –
KIA
594
KCM Investment Advisors
California
$291K +$10.4K +178 +4%
CCIA
595
Campbell & Co Investment Adviser
Maryland
$291K +$291K +4,982 New
FMAEN1
596
Fund Management at Engine No 1
California
$289K +$289K +4,950 New
SP
597
Symmetry Partners
Connecticut
$287K – – –
AWA
598
Arkadios Wealth Advisors
Georgia
$286K +$57.9K +989 +25%
AMC
599
Asset Management Corp
Illinois
$282K +$350 +6 +0.1%
LWM
600
Laidlaw Wealth Management
New York
$282K +$16.1K +275 +6%
22 23
24
25 26