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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
+$200M
3
Capital International Investors
Capital International Investors
California
+$150M
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
-$333M
2
Goldman Sachs
Goldman Sachs
New York
-$170M
3
VH
ValueAct Holdings
California
-$166M
4
Wolverine Trading
Wolverine Trading
Illinois
-$132M
5
EIP
Epoch Investment Partners
New York
-$55.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
576
Watershed Private Wealth
Illinois
$218K +$218K +4,157 New
AMC
577
Asset Management Corp
Illinois
$218K +$218K +4,150 New
MA
578
MONECO Advisors
Connecticut
$216K +$216K +4,111 New
GSEP
579
Golden State Equity Partners
California
$214K +$214K +4,074 New
KA
580
Kovack Advisors
Florida
$212K +$212K +4,028 New
KCPG
581
Kavar Capital Partners Group
Kansas
$211K -$24.9K -474 -11%
LWM
582
Laidlaw Wealth Management
New York
$211K +$211K +4,020 New
HVP
583
Hudson Value Partners
Florida
$211K +$211K +4,015 New
NWM
584
Nicola Wealth Management
British Columbia, Canada
$210K +$210K +4,000 New
FCP
585
Fidelis Capital Partners
Florida
$209K +$209K +4,055 New
BL
586
Balentine LLC
Georgia
$207K +$207K +3,949 New
OA
587
Operose Advisors
Wisconsin
$206K – – –
MTWM
588
Masso Torrence Wealth Management
New Jersey
$205K +$205K +3,908 New
FANJ
589
Financial Architects (New Jersey)
New Jersey
$204K +$204K +3,879 New
MOS
590
MGO One Seven
Ohio
$201K +$201K +3,823 New
Lido Advisors
591
Lido Advisors
California
$200K +$200K +3,815 New
RFA
592
Resurgent Financial Advisors
Georgia
$196K -$13.1K -250 -6%
BF
593
BOK Financial
Oklahoma
$190K -$921K -17,533 -83%
CLOS
594
Compagnie Lombard Odier SCmA
Switzerland
$190K -$51K -971 -21%
CNBTD
595
Citizens National Bank Trust Department
Mississippi
$187K – – –
PCOC
596
Power Corp of Canada
Canada
$184K – – –
S
597
SignatureFD
Georgia
$180K +$1.68K +32 +0.9%
CHA
598
Carmichael Hill & Associates
Maryland
$175K +$473 +9 +0.3%
NFSG
599
Newbridge Financial Services Group
Florida
$175K +$158 +3 +0.1%
OAM
600
Ostrum Asset Management
France
$171K +$171K +3,253 New
22 23
24
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