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

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Invesco
Invesco
Georgia
$426M
3
WPEP
Walnut Private Equity Partners
Nebraska
$12.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$284M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
701
Selective Wealth Management
Virginia
$58K – – –
M
702
MOTCO
Texas
$58K +$58K +1,000 New
KTC
703
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
ACM
704
Aquatic Capital Management
Illinois
$53K +$53K +900 New
CH
705
Canton Hathaway
Rhode Island
$47K – – –
CAM
706
CenterStar Asset Management
Illinois
$46K – – –
MHR
707
Matthew Hamilton Rosenberg
$44K -$13.5K -233 -23%
CT
708
Cambridge Trust
Massachusetts
$42K +$24.3K +410 +137%
DA
709
Denali Advisors
California
$41K +$17.6K +300 +75%
HR
710
Howe & Rusling
New York
$38K – – –
BFEC
711
Benjamin F. Edwards & Company
Missouri
$38K +$38K +650 New
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$36K -$118 -2 -0.3%
AIM
713
Arcadia Investment Management
Michigan
$33K – – –
S
714
SignatureFD
Georgia
$33K +$5K +86 +18%
CWC
715
Carolinas Wealth Consulting
North Carolina
$32K +$59 +1 +0.2%
IFAM
716
Institutional & Family Asset Management
Colorado
$31K +$115 +2 +0.4%
DI
717
Disciplined Investments
Oklahoma
$31K +$1.87K +32 +6%
TWM
718
Tradition Wealth Management
Minnesota
$30K – – –
HA
719
Herold Advisors
New York
$29.2K +$29.2K +500 New
BWM
720
BerganKDV Wealth Management
Minnesota
$29K -$5.8K -100 -17%
HIIFS
721
Harel Insurance Investments & Financial Services
Israel
$29K -$1.8K -31 -6%
SIC
722
SJS Investment Consulting
Ohio
$29K – – –
AA
723
Ancora Advisors
Ohio
$29K – – –
TCM
724
Tradewinds Capital Management
Washington
$29K – – –
TFS
725
TrustCore Financial Services
Tennessee
$29K – – –
27 28
29
30 31