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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 %
DZ Bank
776
DZ Bank
Germany
– -$381K -8,200 Closed
II
777
Inspire Investing
Idaho
– -$344K -7,407 Closed
IAIM
778
International Assets Investment Management
Florida
– -$261K -5,628 Closed
SAG
779
SageView Advisory Group
California
– -$256K -5,509 Closed
AT
780
American Trust
Kentucky
– -$255K -5,484 Closed
OAM
781
Oppenheimer Asset Management
New York
– -$252K -5,430 Closed
DACS
782
Dymon Asia Capital (Singapore)
Singapore
– -$251K -5,400 Closed
FPAS
783
Focus Partners Advisor Solutions
Missouri
– -$226K -4,865 Closed
ACP
784
Aviance Capital Partners
Florida
– -$219K -4,712 Closed
IUHSA
785
Itau Unibanco Holding S.A.
Brazil
– -$198K -4,241 Closed
Walleye Trading
786
Walleye Trading
New York
– -$183K -3,943 Closed
USCWA
787
U.S. Capital Wealth Advisors
Texas
– -$140K -3,027 Closed
AS
788
AM Squared
Hong Kong
– -$60.3K -1,300 Closed
AF
789
Affiance Financial
Minnesota
– -$46.6K -1,003 Closed
AWM
790
Accurate Wealth Management
Florida
– -$46.5K -928 Closed
GTCM
791
Gyon Technologies Capital Management
New Jersey
– -$17.7K -382 Closed
MWM
792
MinichMacGregor Wealth Management
New York
– -$15.6K -336 Closed
ANBT
793
American National Bank & Trust
Texas
– -$15K -321 Closed
RFG
794
RFP Financial Group
Georgia
– -$11.8K -255 Closed
FWA
795
Freedom Wealth Alliance
Wisconsin
– -$9.28K -200 Closed
PMFA
796
Plante Moran Financial Advisors
Michigan
– -$8.73K -188 Closed
Jones Financial Companies
797
Jones Financial Companies
Missouri
– -$5K -115 Closed
BHWM
798
Beaird Harris Wealth Management
Texas
– -$4.97K -107 Closed
CS
799
Comerica Securities
Michigan
– -$4.74K -102 Closed
MCC
800
Money Concepts Capital
Florida
– -$2.74K -59 Closed
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