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KKR & Co
KKR

Overview Fund Activity

915 hedge funds and large institutions have $42.1B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 275 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+123
Holders Change %
+15.53%
% of All Funds
13.41%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
189
Increased
275
Reduced
316
Closed
54
Calls
$388M
Puts
$316M
Net Calls
+$71.5M
Net Calls Change
-$77.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
2
Millennium Management
New York
$777M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
4
Morgan Stanley
New York
$657M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.72B
2
VH
2
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
226
Texas Yale Capital Corp
Florida
$7.12M – – –
VC
227
Voss Capital
Texas
$7.04M -$20.3M -245,000 -74%
CCM
228
Campbell Capital Management
Florida
$6.94M +$6.94M +83,752 New
TSWM
229
Triangle Securities Wealth Management
North Carolina
$6.86M -$53.4K -644 -0.8%
FCI
230
Financial Counselors Inc
Kansas
$6.71M -$19.1K -230 -0.3%
Truist Financial
231
Truist Financial
North Carolina
$6.65M +$92.3K +1,114 +1%
CTI
232
Community Trust & Investment
Kentucky
$6.62M +$6.62M +79,847 New
OWP
233
Old Well Partners
North Carolina
$6.6M -$377K -4,550 -5%
Capital Fund Management (CFM)
234
Capital Fund Management (CFM)
France
$6.56M +$6.56M +79,222 New
Russell Investments Group
235
Russell Investments Group
United Kingdom
$6.5M +$2.2M +26,431 +51%
BNP Paribas Asset Management
236
BNP Paribas Asset Management
France
$6.47M +$3.32M +40,019 +105%
CGIM
237
Capital Group Investment Management
Singapore
$6.42M -$9.06M -109,342 -59%
BCI
238
Brinker Capital Investments
Pennsylvania
$6.42M -$342K -4,167 -5%
OPS
239
Orion Portfolio Solutions
Nebraska
$6.42M -$342K -4,167 -5%
Public Sector Pension Investment Board (PSP Investments)
240
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.36M +$135K +1,632 +2%
BAMF
241
BI Asset Management Fondsmaeglerselskab
Denmark
$6.33M +$717K +8,658 +13%
MA
242
Menlo Advisors
California
$6.26M -$100K -1,210 -2%
PCM
243
PenderFund Capital Management
British Columbia, Canada
$6.26M -$1.54M -14,040 -20%
SIAP
244
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.24M -$73.2K -884 -1%
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$6.23M -$3.04M -36,697 -33%
IAM
246
Iridian Asset Management
Connecticut
$6.1M -$517K -6,239 -8%
AssetMark Inc
247
AssetMark Inc
California
$6.04M -$22.3K -269 -0.4%
ACM
248
Aquatic Capital Management
Illinois
$6.02M +$6.02M +72,700 New
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$5.85M -$1.12M -13,555 -16%
OPCM
250
Osborne Partners Capital Management
California
$5.83M -$16.6K -200 -0.3%
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