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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 %
PG
601
Patten Group
Tennessee
$281K +$585 +10 +0.2%
9WM
602
9258 Wealth Management
Ohio
$281K +$3.27K +56 +1%
TW
603
TrinityPoint Wealth
Connecticut
$280K – – –
V
604
Veritable
Delaware
$279K -$3.39K -58 -1%
FCCM
605
First City Capital Management
Georgia
$278K – – –
RFN
606
RDA Financial Network
Iowa
$276K -$76.9K -1,317 -22%
OMC
607
Overbrook Management Corp
New York
$275K -$44.6K -762 -14%
ACP
608
Aviance Capital Partners
Florida
$275K – – –
AFS
609
Aft Forsyth & Sober
Florida
$275K – – –
BAS
610
Brown Advisory Securities
Maryland
$273K +$1.76K +30 +0.6%
AAP
611
Arax Advisory Partners
Colorado
$268K -$19.1K -327 -7%
WP
612
WealthPLAN Partners
Nebraska
$268K +$5.87K +115 +2%
WIM
613
WealthPlan Investment Management
Nebraska
$268K +$268K +5,252 New
RCM
614
RNC Capital Management
California
$263K +$263K +4,500 New
ACI
615
Alpha Cubed Investments
California
$254K +$254K +4,350 New
ECM
616
Evergreen Capital Management
Washington
$253K -$3.68K -63 -1%
MFA
617
Mayflower Financial Advisors
Massachusetts
$253K +$20.9K +357 +9%
PTC
618
Philadelphia Trust Company
Pennsylvania
$253K +$253K +4,320 New
FMN
619
Financial Management Network
California
$251K +$60K +1,000 +31%
LFAS
620
Level Four Advisory Services
Texas
$250K +$30.1K +516 +14%
FFM
621
Forum Financial Management
Illinois
$249K -$598K – –
GT
622
Glenmede Trust
Pennsylvania
$245K +$23.9K +411 +11%
SAM
623
Silvercrest Asset Management
New York
$245K +$84.4K +1,441 +53%
AWA
624
Arete Wealth Advisors
Illinois
$243K +$243K +4,160 New
SPC
625
Sigma Planning Corp
Michigan
$242K -$352K -6,009 -59%
23 24
25
26 27