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KKR & Co
KKR

Overview Fund Activity

758 hedge funds and large institutions have $27.1B invested in KKR & Co in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+15
Holders Change %
+2.02%
% of All Funds
11.95%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.52%
New
74
Increased
241
Reduced
280
Closed
56
Calls
$268M
Puts
$130M
Net Calls
+$139M
Net Calls Change
+$167M

Top Buyers

1
DCP
1
Darsana Capital Partners
New York
$224M
2
Harris Associates
2
Harris Associates
Illinois
$1.63B
3
BlackRock
3
BlackRock
New York
$2.06B
4
Millennium Management
4
Millennium Management
New York
$108M
5
Invesco
5
Invesco
Georgia
$733M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.28B
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$81.3M
4
Capital International Investors
4
Capital International Investors
California
$2.23B
5
Goldman Sachs
5
Goldman Sachs
New York
$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
626
Intact Investment Management
Quebec, Canada
$123K -$437K -7,800 -78%
OP
627
ORG Partners
Indiana
$119K +$119K +2,112 New
BAAM
628
Baker Avenue Asset Management
California
$115K -$1.85K -33 -2%
Fifth Third Bancorp
629
Fifth Third Bancorp
Ohio
$114K +$16.4K +292 +17%
WSCM
630
Wellington Shields Capital Management
New York
$112K – – –
GFL
631
Granite FO LLC
New Hampshire
$112K – – –
DJSG
632
D.J. St. Germain
Massachusetts
$110K +$110K +1,973 New
BFEC
633
Benjamin F. Edwards & Company
Missouri
$109K – – –
CWP
634
Concord Wealth Partners
Virginia
$108K – – –
CCP
635
Carmel Capital Partners
California
$108K – – –
AA
636
Alta Advisers
United Kingdom
$106K – – –
GWSG
637
GPS Wealth Strategies Group
Colorado
$106K -$280 -5 -0.3%
AAP
638
Arax Advisory Partners
Colorado
$106K +$336 +6 +0.3%
CA
639
Crewe Advisors
Utah
$104K -$27.5K -491 -21%
ST
640
Smithfield Trust
Pennsylvania
$103K – – –
ACA
641
Atlas Capital Advisors
Wyoming
$98K – – –
BWL
642
Bogart Wealth LLC
Virginia
$97.7K – – –
HNB
643
Huntington National Bank
Ohio
$96.7K -$190K -3,395 -66%
AF
644
Arrow Financial
New York
$93.5K – – –
TVWM
645
Tower View Wealth Management
Wisconsin
$91K +$281 +5 +0.3%
GRP
646
Global Retirement Partners
California
$88.8K -$169K -3,025 -66%
HI
647
Hoey Investments
Pennsylvania
$87.9K – – –
MHR
648
Matthew Hamilton Rosenberg
$83.9K -$70.4K -1,257 -46%
HWA
649
HHM Wealth Advisors
Tennessee
$78.4K – – –
AF
650
Allworth Financial
California
$74.4K +$15.2K +272 +26%
24 25
26
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