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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 %
OCBCO
251
Oversea-Chinese Banking Corp (OCBC)
Singapore
$7.69M +$7.69M +76,445 New
FCI
252
Financial Counselors Inc
Kansas
$7.67M -$471K -4,681 -6%
MA
253
Menlo Advisors
California
$7.56M -$43.8K -435 -0.6%
AGDI
254
Absolute Gestao de Investimentos
Brazil
$7.47M +$1.5M +14,900 +25%
OPCM
255
Osborne Partners Capital Management
California
$7.09M +$3.82K +38 +0.1%
PCIG
256
Partners Capital Investment Group
Massachusetts
$7.07M -$7.58M -75,336 -52%
SIAP
257
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.04M -$530K -5,267 -7%
X
258
Xponance
Pennsylvania
$7M +$2.89M +28,781 +71%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$6.93M +$273K +2,711 +4%
NAM
260
Nissay Asset Management
Japan
$6.77M +$92.7K +922 +1%
OWP
261
Old Well Partners
North Carolina
$6.7M -$1.31M -13,000 -16%
PWP
262
Perfromance Wealth Partners
Illinois
$6.67M +$6.67M +66,326 New
Assenagon Asset Management
263
Assenagon Asset Management
Luxembourg
$6.59M +$5.47M +54,345 +487%
HighTower Advisors
264
HighTower Advisors
Illinois
$6.56M -$9.06M -90,063 -58%
Verition Fund Management
265
Verition Fund Management
Connecticut
$6.46M +$6.19M +61,531 +2,241%
HBCM
266
Heron Bay Capital Management
Michigan
$6.38M +$63.6K +632 +1%
PFMOSF
267
Philadelphia Financial Management of San Francisco
California
$6.37M -$6.34M -62,999 -50%
KAS
268
Kestra Advisory Services
Texas
$6.28M +$402K +3,996 +7%
BMO
269
Beck Mack & Oliver
New York
$6.25M – – –
UE
270
Unisphere Establishment
Liechtenstein
$6.24M -$6.34M -63,000 -50%
EF
271
Empowered Funds
Pennsylvania
$6.09M +$5.32M +52,904 +695%
BCI
272
Brinker Capital Investments
Pennsylvania
$6.07M -$1.79M -17,799 -23%
OPS
273
Orion Portfolio Solutions
Nebraska
$6.07M -$1.79M -17,799 -23%
TCM
274
Teza Capital Management
Illinois
$6M +$3.04M +30,204 +103%
Arrowstreet Capital
275
Arrowstreet Capital
Massachusetts
$5.98M +$5.61M +55,759 +1,525%
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