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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 %
BAAM
601
Baker Avenue Asset Management
California
$95.3K +$95.3K +2,054 New
WSCM
602
Wellington Shields Capital Management
New York
$92.8K – – –
BFEC
603
Benjamin F. Edwards & Company
Missouri
$91K – – –
ST
604
Smithfield Trust
Pennsylvania
$90K – – –
AA
605
Alta Advisers
United Kingdom
$88K – – –
ACA
606
Atlas Capital Advisors
Wyoming
$81.2K – – –
BWL
607
Bogart Wealth LLC
Virginia
$81K – – –
Fifth Third Bancorp
608
Fifth Third Bancorp
Ohio
$80.2K -$47.3K -1,020 -37%
AF
609
Arrow Financial
New York
$78K – – –
TVWM
610
Tower View Wealth Management
Wisconsin
$75K +$186 +4 +0.2%
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
$74K +$74K +1,594 New
HI
612
Hoey Investments
Pennsylvania
$72.8K – – –
PAM
613
Paradigm Asset Management
New York
$69.8K -$673K -14,500 -91%
ZB
614
Zions Bancorporation
Utah
$69.4K +$69.4K +1,494 New
HCM
615
Hollencrest Capital Management
California
$63.1K +$63.1K +1,360 New
AS
616
AM Squared
Hong Kong
$60.3K +$60.3K +1,300 New
CCA
617
Column Capital Advisors
Indiana
$57.6K +$27.4K +590 +91%
Dimensional Fund Advisors
618
Dimensional Fund Advisors
Texas
$56.1K -$6.69K -144,134 -11%
PCTC
619
Perkins Coie Trust Company
Washington
$55.4K – – –
WTC
620
WhitTier Trust Company
Nevada
$51.1K – – –
PFBT
621
Parkside Financial Bank & Trust
Missouri
$49.2K +$27.6K +594 +127%
AF
622
Affiance Financial
Minnesota
$46.6K +$46.6K +1,003 New
AWM
623
Accurate Wealth Management
Florida
$46.5K +$46.5K +928 New
DAM
624
Delta Asset Management
Tennessee
$46.5K +$46.5K +1,001 New
M
625
MOTCO
Texas
$46.4K – – –
23 24
25
26 27