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KKR & Co
KKR

Overview Fund Activity

709 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-23
Holders Change %
-3.14%
% of All Funds
12.26%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
237
Reduced
249
Closed
79
Calls
$105M
Puts
$144M
Net Calls
-$38.5M
Net Calls Change
+$5.29M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$908M
2
Capital International Investors
Capital International Investors
California
$1.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
4
Viking Global Investors
Viking Global Investors
Connecticut
$137M
5
Citadel Advisors
Citadel Advisors
Florida
$94M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.3M
2
ECU
Egerton Capital (UK)
United Kingdom
$205M
3
VVP
Vulcan Value Partners
Alabama
$465M
4
Millennium Management
Millennium Management
New York
$45.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
576
Investors Asset Management of Georgia
Georgia
$129K – – –
FA
577
Fortis Advisors
Pennsylvania
$129K – – –
WSC
578
Wellington Shields & Co
New York
$129K +$129K +3,000 New
Fifth Third Bancorp
579
Fifth Third Bancorp
Ohio
$118K -$5.41K -126 -4%
HCP
580
Hexagon Capital Partners
Arkansas
$111K -$11.1K -258 -9%
TFM
581
TFC Financial Management
Massachusetts
$110K – – –
Bank of Montreal
582
Bank of Montreal
Ontario, Canada
$106K +$65.7K +1,485,344 +163%
CA
583
Crewe Advisors
Utah
$104K – – –
Bessemer Group
584
Bessemer Group
New Jersey
$101K -$2.41K -56 -2%
WPWM
585
Western Pacific Wealth Management
Illinois
$95K -$22.1K -518 -19%
EBA
586
Eagle Bay Advisors
New York
$95K – – –
TRCT
587
Tower Research Capital (TRC)
New York
$90K -$670K -15,596 -88%
GWSG
588
GPS Wealth Strategies Group
Colorado
$86K – – –
WSCM
589
Wellington Shields Capital Management
New York
$86K +$86K +2,000 New
BFEC
590
Benjamin F. Edwards & Company
Missouri
$84K – – –
ST
591
Smithfield Trust
Pennsylvania
$83K – – –
AA
592
Alta Advisers
United Kingdom
$82K +$82K +1,900 New
C
593
Covestor
United Kingdom
$76K +$61.9K +1,427 +440%
ACA
594
Atlas Capital Advisors
Wyoming
$75.3K – – –
BWL
595
Bogart Wealth LLC
Virginia
$75K – – –
MWC
596
MBM Wealth Consultants
Missouri
$74K – – –
AF
597
Arrow Financial
New York
$72K – – –
TVWM
598
Tower View Wealth Management
Wisconsin
$69K +$215 +5 +0.3%
HI
599
Hoey Investments
Pennsylvania
$67K – – –
PFA
600
Professional Financial Advisors
Nebraska
$65K +$128 +3 +0.2%
22 23
24
25 26