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KKR & Co
KKR

Overview Fund Activity

785 hedge funds and large institutions have $25.8B invested in KKR & Co in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 299 increasing their positions, 253 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-48
Holders Change %
-5.76%
% of All Funds
12.42%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
87
Increased
299
Reduced
253
Closed
125
Calls
$156M
Puts
$307M
Net Calls
-$151M
Net Calls Change
-$73.1M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$368M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$135M
3
BlackRock
3
BlackRock
New York
$2.28B
4
Jennison Associates
4
Jennison Associates
New York
$469M
5
Capital International Investors
5
Capital International Investors
California
$1.76B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Invesco
2
Invesco
Georgia
$426M
3
WPEP
3
Walnut Private Equity Partners
Nebraska
$12.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$284M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
676
Smithfield Trust
Pennsylvania
$113K +$113K +1,926 New
GWSG
677
GPS Wealth Strategies Group
Colorado
$111K – – –
BWL
678
Bogart Wealth LLC
Virginia
$102K +$2.51K +43 +3%
MWC
679
MBM Wealth Consultants
Missouri
$99K – – –
AF
680
Arrow Financial
New York
$98K – – –
MA
681
Montag & Associates
Georgia
$98K – – –
Fifth Third Bancorp
682
Fifth Third Bancorp
Ohio
$97K -$35.9K -615 -27%
PCTC
683
Perkins Coie Trust Company
Washington
$96K +$28.4K +483 +42%
AP
684
Arlington Partners
Alabama
$95K – – –
TVWM
685
Tower View Wealth Management
Wisconsin
$94K -$8.81K -150 -9%
HI
686
Hoey Investments
Pennsylvania
$92K – – –
FHA
687
First Horizon Advisors
Tennessee
$89K -$9.54K -163 -10%
HIA
688
Harbor Investment Advisory
Maryland
$89K – – –
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$14.8K -251 -14%
SCA
690
Sandy Cove Advisors
Massachusetts
$88K – – –
PI
691
Parkside Investments
Illinois
$82K +$82K +1,405 New
PCG
692
Private Capital Group
Connecticut
$80K +$1.41K +24 +2%
CFO
693
CVA Family Office
Colorado
$71K +$38.6K +660 +119%
TFGT
694
TS Financial Group (TSFG)
Illinois
$69K +$14.7K +250 +27%
SIS
695
Sound Income Strategies
Florida
$67K +$57.5K +980 +609%
EC
696
Elequin Capital
New York
$66K +$66K +1,122 New
WTC
697
WhitTier Trust Company
Nevada
$64K – – –
GWM
698
Geneos Wealth Management
Colorado
$64K – – –
FWM
699
Focused Wealth Management
New York
$62K +$58 +1 +0.1%
WTA
700
Washington Trust Advisors
Massachusetts
$59K +$2.1K +36 +4%
26 27
28
29 30