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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 %
Janus Henderson Group
276
Janus Henderson Group
United Kingdom
$5.97M -$291K -2,889 -5%
IAM
277
Iridian Asset Management
Connecticut
$5.8M -$1.6M -15,918 -22%
FC
278
FORA Capital
Florida
$5.79M +$5.79M +57,563 New
CBA
279
Coastal Bridge Advisors
Connecticut
$5.78M -$22.9K -228 -0.4%
MC
280
Metavasi Capital
New York
$5.74M +$5.74M +57,053 New
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$5.71M +$5.21M +51,755 +1,028%
DADC
282
D.A. Davidson & Co
Montana
$5.68M -$323K -3,211 -5%
MML Investors Services
283
MML Investors Services
Massachusetts
$5.68M +$4.16M +41,344 +273%
Toronto Dominion Bank
284
Toronto Dominion Bank
Ontario, Canada
$5.56M -$2M -19,881 -26%
GJCM
285
Grand Jean Capital Management
California
$5.5M +$12.9K +128 +0.2%
ACH
286
ArrowMark Colorado Holdings
Colorado
$5.47M – – –
SIA
287
Soltis Investment Advisors
Utah
$5.47M +$5.47M +54,358 New
SG Americas Securities
288
SG Americas Securities
New York
$5.44M +$2.12M +21,113 +64%
PCM
289
PenderFund Capital Management
British Columbia, Canada
$5.36M -$2.41M -17,700 -31%
CAN
290
Cetera Advisor Networks
California
$5.33M +$1.12M +11,086 +26%
Creative Planning
291
Creative Planning
Kansas
$5.3M +$1.14M +11,347 +27%
BIC
292
Beach Investment Counsel
Pennsylvania
$5.29M – – –
EMPI
293
Elo Mutual Pension Insurance
Finland
$5.29M +$238K +2,362 +5%
Schroder Investment Management Group
294
Schroder Investment Management Group
United Kingdom
$5.28M -$338K -3,362 -6%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$5.13M -$1.98M -19,673 -28%
Two Sigma Investments
296
Two Sigma Investments
New York
$5.12M +$2.93M +29,100 +133%
SB
297
Strategic Blueprint
Georgia
$5.05M -$1.33M -13,232 -21%
Adage Capital Partners
298
Adage Capital Partners
Massachusetts
$5.03M +$5.03M +50,000 New
GIBU
299
Gulf International Bank (UK)
United Kingdom
$5M +$36.8K +366 +0.7%
WCA
300
Waratah Capital Advisors
Ontario, Canada
$5M +$5M +49,742 New
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12
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