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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 %
Capital International Investors
1
Capital International Investors
California
$2.2B +$150M +2,852,538 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.07B +$25.1M +478,473 +1%
BlackRock
3
BlackRock
New York
$1.83B -$11.5M -218,212 -0.6%
Harris Associates
4
Harris Associates
Illinois
$1.4B +$1.29M +24,635 +0.1%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$1.39B +$21.8M +415,782 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.31B +$44.2M +842,229 +3%
VH
7
ValueAct Holdings
California
$1.08B -$166M -3,167,278 -13%
ACM
8
AKRE Capital Management
Virginia
$797M +$3.86M +73,450 +0.5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$728M +$51.9M +988,420 +8%
Invesco
10
Invesco
Georgia
$604M +$200M +3,798,560 +49%
State Street
11
State Street
Massachusetts
$580M +$12.5M +237,640 +2%
Capital World Investors
12
Capital World Investors
California
$546M -$12.6M -240,810 -2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$523M -$818K -15,579 -0.2%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$511M -$31.8M -605,222 -6%
VVP
15
Vulcan Value Partners
Alabama
$442M -$27.7M -528,370 -6%
First Manhattan
16
First Manhattan
New York
$437M +$71M +1,366,395 +19%
Bank of America
17
Bank of America
North Carolina
$435M +$71.9M +1,368,073 +20%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$404M +$13.7M +260,606 +4%
GRIM
19
Greenhaven Road Investment Management
Connecticut
$348M – – –
LPC
20
Lone Pine Capital
Connecticut
$345M +$345M +6,564,382 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$343M +$16.5M +314,074 +5%
Norges Bank
22
Norges Bank
Norway
$324M +$30.9M +588,758 +11%
Legal & General Group
23
Legal & General Group
United Kingdom
$280M +$4.03M +76,768 +1%
Morgan Stanley
24
Morgan Stanley
New York
$209M -$18.9M -360,449 -8%
ECU
25
Egerton Capital (UK)
United Kingdom
$202M -$29.2M -556,114 -13%
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