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KKR & Co
KKR

Overview Fund Activity

709 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-23
Holders Change %
-3.14%
% of All Funds
12.26%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
237
Reduced
249
Closed
79
Calls
$105M
Puts
$144M
Net Calls
-$38.5M
Net Calls Change
+$5.29M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$908M
2
Capital International Investors
Capital International Investors
California
$1.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
4
Viking Global Investors
Viking Global Investors
Connecticut
$137M
5
Citadel Advisors
Citadel Advisors
Florida
$94M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$66.3M
2
ECU
Egerton Capital (UK)
United Kingdom
$205M
3
VVP
Vulcan Value Partners
Alabama
$465M
4
Millennium Management
Millennium Management
New York
$45.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
626
Carolinas Wealth Consulting
North Carolina
$26K +$43 +1 +0.2%
CFO
627
CVA Family Office
Colorado
$25K +$9.05K +210 +57%
AIM
628
Arcadia Investment Management
Michigan
$24K – – –
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$24K +$5.37K +125 +29%
M1FG
630
Mach-1 Financial Group
Arkansas
$23K -$22.6K -525 -50%
DI
631
Disciplined Investments
Oklahoma
$23K – – –
AP
632
Arlington Partners
Alabama
$23K – – –
IFAM
633
Institutional & Family Asset Management
Colorado
$23K +$85 +2 +0.4%
BWM
634
BerganKDV Wealth Management
Minnesota
$22K -$176 -4 -0.8%
TFS
635
TrustCore Financial Services
Tennessee
$22K – – –
HIIFS
636
Harel Insurance Investments & Financial Services
Israel
$22K – – –
HCM
637
Highlander Capital Management
New Jersey
$22K – – –
SIC
638
SJS Investment Consulting
Ohio
$22K +$22K +503 New
AA
639
Ancora Advisors
Ohio
$21K – – –
CFGS
640
Concourse Financial Group Securities
Alabama
$20K -$10.6K -240 -35%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$20K +$2.19K +51 +12%
SWA
642
SOA Wealth Advisors
New York
$19K – – –
FWM
643
Focused Wealth Management
New York
$19K +$43 +1 +0.2%
RAM
644
Riggs Asset Management
Pennsylvania
$18K – – –
PVH
645
Psagot Value Holdings
Israel
$18K +$18K +407 New
HPC
646
HM Payson & Co
Maine
$17K – – –
PB
647
Pinnacle Bancorp
Nebraska
$16K – – –
WT
648
Washington Trust
Rhode Island
$15K -$205 -5 -1%
DA
649
Denali Advisors
California
$13K -$8.67K -200 -40%
CT
650
Cambridge Trust
Massachusetts
$13K – – –
24 25
26
27 28