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KKR & Co
KKR

Overview Fund Activity

1,032 hedge funds and large institutions have $50.9B invested in KKR & Co in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 332 increasing their positions, 357 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+117
Holders Change %
+12.79%
% of All Funds
14.96%
Holding in Top 10
43
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14%
% of All Funds
0.62%
New
187
Increased
332
Reduced
357
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
ValueAct Holdings
California
$192M
4
Morgan Stanley
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPEP
226
Walnut Private Equity Partners
Nebraska
$10.1M – – –
O
227
Ossiam
France
$10M +$8.75M +87,044 +700%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$9.91M -$138K -1,368 -1%
BCM
229
Basswood Capital Management
New York
$9.35M – – –
MCP
230
Mirador Capital Partners
California
$9.21M -$2.36M -23,445 -20%
CFM
231
Coronation Fund Managers
South Africa
$9.13M -$7.93M -78,840 -46%
EWA
232
EverSource Wealth Advisors
Alabama
$9.08M -$174K -1,874 -2%
AssetMark Inc
233
AssetMark Inc
California
$8.91M +$1.58M +15,713 +22%
PCM
234
Palisade Capital Management
New Jersey
$8.75M -$4.89M -48,580 -36%
MCM
235
Marsico Capital Management
Colorado
$8.72M +$8.72M +86,657 New
TYCC
236
Texas Yale Capital Corp
Florida
$8.65M – – –
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$8.47M -$668K -6,639 -7%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$8.43M +$7.14M +70,953 +550%
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$8.41M +$5.75M +57,207 +216%
CCM
240
Campbell Capital Management
Florida
$8.32M -$99.4K -988 -1%
JSP
241
Jackson Square Partners
California
$8.26M -$701K -6,966 -8%
PCH
242
Polar Capital Holdings
United Kingdom
$8.25M +$8.25M +81,995 New
CCA
243
Covey Capital Advisors
Georgia
$8.1M -$989K -9,834 -11%
CTI
244
Community Trust & Investment
Kentucky
$8.09M +$57.7K +574 +0.7%
KCM
245
Kingdon Capital Management
New York
$8.05M +$8.05M +80,000 New
HF
246
HRT Financial
New York
$7.98M -$19M -189,094 -70%
RJFSA
247
Raymond James Financial Services Advisors
Florida
$7.95M +$955K +9,492 +14%
PCM
248
Pinnbrook Capital Management
New York
$7.91M +$7.91M +78,648 New
Public Sector Pension Investment Board (PSP Investments)
249
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.82M +$99.8K +992 +1%
TSWM
250
Triangle Securities Wealth Management
North Carolina
$7.7M -$626K -6,221 -8%
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