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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 %
SWA
651
SOA Wealth Advisors
New York
$21K +$46 +1 +0.2%
FWM
652
Focused Wealth Management
New York
$20.8K +$46 +1 +0.2%
RAM
653
Riggs Asset Management
Pennsylvania
$19.4K – – –
GTCM
654
Gyon Technologies Capital Management
New Jersey
$17.7K +$17.7K +382 New
C
655
Covestor
United Kingdom
$17K -$63.9K -1,383 -79%
PB
656
Pinnacle Bancorp
Nebraska
$17K – – –
HPC
657
HM Payson & Co
Maine
$16.3K -$2.14K -46 -12%
BCM
658
Blume Capital Management
California
$16.2K +$16.2K +350 New
MWM
659
MinichMacGregor Wealth Management
New York
$15.6K +$15.6K +336 New
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$15K -$11.7K -245 -44%
ANBT
661
American National Bank & Trust
Texas
$15K +$15K +321 New
EWM
662
Endurance Wealth Management
Rhode Island
$14K – – –
PA
663
PSI Advisors
Florida
$13.2K – – –
RTC
664
Riverview Trust Company
Washington
$13K -$36.8K -773 -74%
RFG
665
RFP Financial Group
Georgia
$11.8K +$11.8K +255 New
PI
666
PineBridge Investments
New York
$11.8K – – –
QL
667
Quarry LP
New York
$11.7K +$11.7K +251 New
CFD
668
Creative Financial Designs
Indiana
$9.55K +$46 +1 +0.5%
FWA
669
Freedom Wealth Alliance
Wisconsin
$9.28K +$9.28K +200 New
CAC
670
Core Alternative Capital
Georgia
$9.25K -$18.9K -406 -67%
WB
671
Webster Bank
Connecticut
$9K – – –
AF
672
Advisornet Financial
Minnesota
$8.82K +$2.74K +59 +45%
PMFA
673
Plante Moran Financial Advisors
Michigan
$8.73K +$8.73K +188 New
PFA
674
Pathway Financial Advisers
Indiana
$8.49K +$8.49K +183 New
GWS
675
Glassman Wealth Services
Virginia
$8.17K +$1.39K +30 +21%
25 26
27
28 29