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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
1
T. Rowe Price Investment Management
Maryland
$1.21B
2
Harris Associates
2
Harris Associates
Illinois
$1.24B
3
Capital International Investors
3
Capital International Investors
California
$1.81B
4
Invesco
4
Invesco
Georgia
$357M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$132M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$300M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
VH
3
ValueAct Holdings
California
$1.1B
4
AI
4
Ariel Investments
Illinois
$45.6M
5
VVP
5
Vulcan Value Partners
Alabama
$415M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
576
Resurgent Financial Advisors
Georgia
$185K +$185K +3,978 New
Walleye Trading
577
Walleye Trading
New York
$183K +$183K +3,943 New
OA
578
Operose Advisors
Wisconsin
$182K -$49.9K -1,075 -22%
PCOC
579
Power Corp of Canada
Canada
$171K – – –
CNBTD
580
Citizens National Bank Trust Department
Mississippi
$165K – – –
S
581
SignatureFD
Georgia
$158K +$108K +2,331 +218%
CHA
582
Carmichael Hill & Associates
Maryland
$155K +$464 +10 +0.3%
NFSG
583
Newbridge Financial Services Group
Florida
$154K +$139 +3 +0.1%
WPWM
584
Western Pacific Wealth Management
Illinois
$149K +$45K +970 +43%
AAP
585
Arax Advisory Partners
Colorado
$147K -$51.8K -1,116 -26%
NA
586
NewEdge Advisors
Louisiana
$144K -$208K -11,143 -59%
MHR
587
Matthew Hamilton Rosenberg
$142K – – –
Bessemer Group
588
Bessemer Group
New Jersey
$141K +$32.4K +698 +30%
USCWA
589
U.S. Capital Wealth Advisors
Texas
$140K +$140K +3,027 New
WSC
590
Wellington Shields & Co
New York
$139K – – –
FA
591
Fortis Advisors
Pennsylvania
$139K – – –
TWM
592
Tradition Wealth Management
Minnesota
$135K +$103K +2,231 +324%
HCP
593
Hexagon Capital Partners
Arkansas
$128K +$7.75K +167 +6%
MA
594
Montag & Associates
Georgia
$124K -$70.8K -1,525 -36%
TFM
595
TFC Financial Management
Massachusetts
$118K – – –
WT
596
Whittier Trust
California
$115K -$51.9K -1,118 -31%
CA
597
Crewe Advisors
Utah
$109K -$3.06K -66 -3%
GFL
598
Granite FO LLC
New Hampshire
$104K +$104K +2,000 New
MWC
599
MBM Wealth Consultants
Missouri
$101K +$22.4K +480 +28%
CWP
600
Concord Wealth Partners
Virginia
$96.5K +$96.5K +2,078 New
22 23
24
25 26