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KKR & Co
KKR

Overview Fund Activity

833 hedge funds and large institutions have $32.9B invested in KKR & Co in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 280 increasing their positions, 262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
+89
Holders Change %
+11.96%
% of All Funds
12.86%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.56%
New
154
Increased
280
Reduced
262
Closed
56
Calls
$140M
Puts
$218M
Net Calls
-$77.9M
Net Calls Change
-$92.1M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$784M
2
Jennison Associates
Jennison Associates
New York
+$428M
3
BlackRock
BlackRock
New York
+$235M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$193M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$103M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$373M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$284M
3
Deutsche Bank
Deutsche Bank
Germany
-$250M
4
Holocene Advisors
Holocene Advisors
New York
-$174M
5
JSP
Jackson Square Partners
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
Evercore Wealth Management
New York
$200K +$200K +2,681 New
TFM
702
TFC Financial Management
Massachusetts
$190K – – –
PCM
703
Penserra Capital Management
California
$186K +$37.1K +500 +25%
Bessemer Group
704
Bessemer Group
New Jersey
$175K -$14.6K -196 -8%
EBA
705
Eagle Bay Advisors
New York
$171K -$201K -2,700 -54%
Fifth Third Bancorp
706
Fifth Third Bancorp
Ohio
$170K +$48.3K +647 +40%
SWM
707
Scissortail Wealth Management
Oklahoma
$158K +$158K +2,124 New
CWP
708
Concord Wealth Partners
Virginia
$155K +$11.2K +150 +8%
EWM
709
Edge Wealth Management
New York
$142K – – –
GWSG
710
GPS Wealth Strategies Group
Colorado
$141K +$372 +5 +0.3%
QC
711
Quent Capital
New York
$136K +$136K +1,821 New
CAL
712
Capital Analysts LLC
Pennsylvania
$131K -$55K -736 -30%
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$92.6K -1,245 -42%
TVWM
714
Tower View Wealth Management
Wisconsin
$130K -$18.6K -250 -13%
BWL
715
Bogart Wealth LLC
Virginia
$127K – – –
MWC
716
MBM Wealth Consultants
Missouri
$126K -$112K -1,500 -47%
MA
717
Montag & Associates
Georgia
$125K – – –
FHA
718
First Horizon Advisors
Tennessee
$125K +$82.9K +1,116 +197%
AF
719
Arrow Financial
New York
$124K – – –
AP
720
Arlington Partners
Alabama
$122K – – –
HI
721
Hoey Investments
Pennsylvania
$117K – – –
HIA
722
Harbor Investment Advisory
Maryland
$113K – – –
SCA
723
Sandy Cove Advisors
Massachusetts
$112K +$112K +1,500 New
CF
724
Centaurus Financial
California
$101K -$60.7K -816 -38%
PCG
725
Private Capital Group
Connecticut
$100K +$1.34K +18 +1%
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