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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 %
SIC
676
Salem Investment Counselors
North Carolina
$8.12K +$8.12K +175 New
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$7.98K – – –
AAG
678
Armstrong Advisory Group
Massachusetts
$6.96K +$6.96K +150 New
AWM
679
Atticus Wealth Management
Florida
$6.17K – – –
ICM
680
Islay Capital Management
Texas
$5.82K – – –
CTC
681
Central Trust Company
Missouri
$5.57K – – –
FFA
682
Farther Finance Advisors
California
$5.39K +$5.39K +116 New
HWMA
683
Heritage Wealth Management (Arizona)
Arizona
$5.29K +$4.22K +91 +396%
MTIC
684
Missouri Trust & Investment Company
Missouri
$5K – – –
Jones Financial Companies
685
Jones Financial Companies
Missouri
$5K +$5K +115 New
BHWM
686
Beaird Harris Wealth Management
Texas
$4.97K +$4.97K +107 New
WT
687
Washington Trust
Rhode Island
$4.74K -$12.2K -263 -72%
CS
688
Comerica Securities
Michigan
$4.74K +$4.74K +102 New
GEA
689
Glen Eagle Advisors
New Jersey
$4.64K – – –
MIM
690
Macroview Investment Management
Maryland
$4.14K – – –
JWA
691
JFS Wealth Advisors
Pennsylvania
$3.99K +$650 +14 +19%
ETC
692
Exchange Traded Concepts
Oklahoma
$3.81K +$650 +14 +21%
AIP
693
Ameritas Investment Partners
Nebraska
$3.71K – – –
NC
694
NewSquare Capital
Pennsylvania
$3.71K +$3.71K +80 New
CT
695
Colonial Trust
South Carolina
$3.65K +$3.65K +78 New
BAM
696
Bellevue Asset Management
Washington
$3.49K – – –
HI
697
Harbour Investments
Wisconsin
$3.3K – – –
CA
698
Clearstead Advisors
Ohio
$3.16K -$10.3K -222 -77%
FMP
699
Financial Management Professionals
Texas
$3K – – –
CAL
700
Capital Advisors Ltd
Ohio
$3K +$380 +9 +15%
26 27
28
29 30