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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 %
CA
701
Centerpoint Advisors
Massachusetts
$6K +$6K +113 New
CSS
702
Cubist Systematic Strategies
Connecticut
$5.25K -$9.35M -177,980 -100%
MTIC
703
Missouri Trust & Investment Company
Missouri
$5.25K – – –
GEA
704
Glen Eagle Advisors
New Jersey
$5.25K – – –
WT
705
Washington Trust
Rhode Island
$5.2K -$158 -3 -3%
Commonwealth Equity Services
706
Commonwealth Equity Services
Massachusetts
$4.98K +$207 +3,936 +4%
MIM
707
Macroview Investment Management
Maryland
$4.7K – – –
NC
708
NewSquare Capital
Pennsylvania
$4.2K – – –
AIP
709
Ameritas Investment Partners
Nebraska
$4.2K – – –
BAM
710
Bellevue Asset Management
Washington
$4.04K +$53 +1 +1%
CT
711
Colonial Trust
South Carolina
$4.01K – – –
CAL
712
Capital Advisors Ltd
Ohio
$4K – – –
BWM
713
Baystate Wealth Management
Massachusetts
$3.62K +$3.62K +69 New
CA
714
Clearstead Advisors
Ohio
$3.57K – – –
HWA
715
Heritage Wealth Advisors
Virginia
$3.41K +$3.41K +65 New
EARNEST Partners
716
EARNEST Partners
Georgia
$3.1K – – –
Allspring Global Investments
717
Allspring Global Investments
North Carolina
$3.1K – – –
FMP
718
Financial Management Professionals
Texas
$3K – – –
HI
719
Harbour Investments
Wisconsin
$2.68K -$1.05K -20 -28%
BIA
720
Bell Investment Advisors
California
$2.42K – – –
SC
721
Schubert & Co
Texas
$2.36K +$735 +14 +45%
RI
722
Ridgewood Investments
New Jersey
$2.21K +$2.21K +42 New
JFA
723
JNBA Financial Advisors
Minnesota
$2.05K +$2.05K +39 New
PCM
724
Penserra Capital Management
California
$2K – – –
JWA
725
JFS Wealth Advisors
Pennsylvania
$1.73K -$2.79K -53 -62%
27 28
29
30 31