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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
$604M
3
Capital International Investors
Capital International Investors
California
$2.2B
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
$7.06M
2
Goldman Sachs
Goldman Sachs
New York
$172M
3
VH
ValueAct Holdings
California
$1.08B
4
Wolverine Trading
Wolverine Trading
Illinois
$0
5
EIP
Epoch Investment Partners
New York
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
626
Smithfield Trust
Pennsylvania
$97K -$4.76K -90 -5%
ACA
627
Atlas Capital Advisors
Wyoming
$91.9K – – –
Fifth Third Bancorp
628
Fifth Third Bancorp
Ohio
$91.7K +$998 +19 +1%
BWL
629
Bogart Wealth LLC
Virginia
$91.6K – – –
AF
630
Arrow Financial
New York
$87.7K – – –
TVWM
631
Tower View Wealth Management
Wisconsin
$85K +$211 +4 +0.2%
CSPIA
632
Cary Street Partners Investment Advisory
Virginia
$83.7K – – –
HI
633
Hoey Investments
Pennsylvania
$82.4K – – –
AP
634
Arlington Partners
Alabama
$82.1K +$54.3K +1,034 +195%
PAM
635
Paradigm Asset Management
New York
$76.4K -$2.63K -50 -3%
HWA
636
HHM Wealth Advisors
Tennessee
$73.5K +$73.5K +1,400 New
BBHC
637
Brown Brothers Harriman & Co
New York
$71.3K +$42.4K +808 +147%
CCA
638
Column Capital Advisors
Indiana
$65.2K – – –
WTC
639
WhitTier Trust Company
Nevada
$57.8K – – –
PCTC
640
Perkins Coie Trust Company
Washington
$57.5K -$5.25K -100 -8%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$57.3K +$1.58K +30 +3%
AF
642
Allworth Financial
California
$55.5K +$27.5K +524 +98%
M
643
MOTCO
Texas
$52.5K – – –
TCOV
644
Trust Company of Vermont
Vermont
$52.5K – – –
DAM
645
Delta Asset Management
Tennessee
$52K -$525 -10 -1%
SIS
646
Sound Income Strategies
Florida
$51.2K -$263 -5 -0.5%
TFGT
647
TS Financial Group (TSFG)
Illinois
$51K – – –
SIA
648
SkyView Investment Advisors
New Jersey
$49K – – –
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$47.8K – – –
WP
650
WealthPLAN Partners
Nebraska
$45.8K +$45.8K +872 New
24 25
26
27 28