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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
1
Lone Pine Capital
Connecticut
$345M
2
Invesco
2
Invesco
Georgia
$604M
3
Capital International Investors
3
Capital International Investors
California
$2.2B
4
EC
4
Eminence Capital
New York
$138M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$119M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$7.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$172M
3
VH
3
ValueAct Holdings
California
$1.08B
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
EIP
5
Epoch Investment Partners
New York
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
601
Western Pacific Wealth Management
Illinois
$168K – – –
TWM
602
Tradition Wealth Management
Minnesota
$164K +$10.5K +200 +7%
ECG
603
Edge Capital Group
Georgia
$160K +$160K +3,041 New
Bessemer Group
604
Bessemer Group
New Jersey
$158K -$2.21K -42 -1%
WSC
605
Wellington Shields & Co
New York
$158K – – –
FA
606
Fortis Advisors
Pennsylvania
$158K – – –
MHR
607
Matthew Hamilton Rosenberg
$145K -$16.2K -309 -10%
HCP
608
Hexagon Capital Partners
Arkansas
$140K -$4.47K -85 -3%
MA
609
Montag & Associates
Georgia
$140K – – –
SS
610
Sunbelt Securities
Texas
$140K +$140K +2,718 New
IAIM
611
Industrial Alliance Investment Management
Quebec, Canada
$138K -$1.86M -35,300 -93%
TFM
612
TFC Financial Management
Massachusetts
$134K – – –
WT
613
Whittier Trust
California
$130K – – –
CA
614
Crewe Advisors
Utah
$123K – – –
EWM
615
Endurance Wealth Management
Rhode Island
$121K +$105K +2,000 +667%
MWC
616
MBM Wealth Consultants
Missouri
$114K – – –
BAAM
617
Baker Avenue Asset Management
California
$109K +$1.47K +28 +1%
GFL
618
Granite FO LLC
New Hampshire
$106K – – –
WSCM
619
Wellington Shields Capital Management
New York
$105K – – –
BFEC
620
Benjamin F. Edwards & Company
Missouri
$102K – – –
CWP
621
Concord Wealth Partners
Virginia
$101K -$7.88K -150 -7%
CCP
622
Carmel Capital Partners
California
$101K +$101K +1,924 New
AA
623
Alta Advisers
United Kingdom
$99.8K – – –
GWSG
624
GPS Wealth Strategies Group
Colorado
$99.6K +$99.6K +1,896 New
AAP
625
Arax Advisory Partners
Colorado
$98.7K -$67.2K -1,280 -41%
23 24
25
26 27