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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
1
Lone Pine Capital
Connecticut
$345M
2
Invesco
2
Invesco
Georgia
$604M
3
Capital International Investors
3
Capital International Investors
California
$2.2B
4
EC
4
Eminence Capital
New York
$138M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$119M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$7.06M
2
Goldman Sachs
2
Goldman Sachs
New York
$172M
3
VH
3
ValueAct Holdings
California
$1.08B
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
EIP
5
Epoch Investment Partners
New York
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
676
Hazlett, Burt & Watson
West Virginia
$23K – – –
RAM
677
Riggs Asset Management
Pennsylvania
$22K – – –
PB
678
Pinnacle Bancorp
Nebraska
$19.3K – – –
C
679
Covestor
United Kingdom
$19K -$585 -11 -3%
HPC
680
HM Payson & Co
Maine
$18.5K – – –
PA
681
PSI Advisors
Florida
$15K – – –
AT
682
Avalon Trust
New Mexico
$14.9K +$14.9K +284 New
RTC
683
Riverview Trust Company
Washington
$14.3K – – –
PI
684
PineBridge Investments
New York
$13.3K – – –
HFM
685
Harvest Fund Management
China
$13K +$10.7K +209 +454%
QL
686
Quarry LP
New York
$12.3K -$840 -16 -6%
CFD
687
Creative Financial Designs
Indiana
$10.8K – – –
AF
688
Advisornet Financial
Minnesota
$10.6K +$630 +12 +6%
BCM
689
Blume Capital Management
California
$10.5K -$7.88K -150 -43%
CAC
690
Core Alternative Capital
Georgia
$10.2K -$263 -5 -3%
PFA
691
Pathway Financial Advisers
Indiana
$9.63K – – –
GWS
692
Glassman Wealth Services
Virginia
$9.03K -$210 -4 -2%
Kayne Anderson Rudnick Investment Management
693
Kayne Anderson Rudnick Investment Management
California
$9.03K – – –
RMC
694
Resources Management Corp
Connecticut
$9K +$9K +37 New
SIC
695
Salem Investment Counselors
North Carolina
$7.88K -$1.31K -25 -14%
AAG
696
Armstrong Advisory Group
Massachusetts
$7.88K – – –
AWM
697
Atticus Wealth Management
Florida
$6.99K – – –
EC
698
Elequin Capital
New York
$6.67K +$6.67K +127 New
ICM
699
Islay Capital Management
Texas
$6.59K – – –
CTC
700
Central Trust Company
Missouri
$6.3K – – –
26 27
28
29 30