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KKR & Co

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
11.96%
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
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
676
Institutional & Family Asset Management
Colorado
$30.5K +$112 +2 +0.4%
GWM
677
Geneos Wealth Management
Colorado
$30.1K -$464K -8,293 -94%
DI
678
Disciplined Investments
Oklahoma
$29.4K -$448 -8 -2%
SIC
679
SJS Investment Consulting
Ohio
$29K -$224 -4 -0.8%
SVCP
680
Silicon Valley Capital Partners
California
$28.2K +$28.2K +503 New
BWM
681
BerganKDV Wealth Management
Minnesota
$28K -$672 -12 -2%
HIIFS
682
Harel Insurance Investments & Financial Services
Israel
$28K
AA
683
Ancora Advisors
Ohio
$28K
WWP
684
WR Wealth Planners
Missouri
$28K
FWM
685
Focused Wealth Management
New York
$28K +$2.86K +51 +11%
TPCW
686
TD Private Client Wealth
New York
$27.6K
HBW
687
Hazlett, Burt & Watson
West Virginia
$26K
QL
688
Quarry LP
New York
$25.7K +$12.5K +224 +95%
SWA
689
SOA Wealth Advisors
New York
$25.3K
CCA
690
Catalyst Capital Advisors
New York
$23.5K -$592K -10,580 -96%
AP
691
Arlington Partners
Alabama
$23.5K -$64.1K -1,145 -73%
RAM
692
Riggs Asset Management
Pennsylvania
$23.4K
QCG
693
Quadrant Capital Group
Ohio
$23.4K -$7.06K -126 -23%
SF
694
Safeguard Financial
Wisconsin
$23K +$23K +411 New
PB
695
Pinnacle Bancorp
Nebraska
$20.6K
C
696
Covestor
United Kingdom
$20K -$227 -4 -1%
HCM
697
Hollencrest Capital Management
California
$18.9K -$19.6K -350 -51%
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$18.8K -$10K -179 -35%
PA
699
PSI Advisors
Florida
$16K
AT
700
Avalon Trust
New Mexico
$15.9K