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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 %
MPA
301
Marvin & Palmer Associates
Delaware
$3.53M +$3.53M +42,580 New
CFMC
302
Curbstone Financial Management Corp
New Hampshire
$3.53M -$137K -1,650 -4%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$3.51M +$744K +8,978 +27%
CAN
304
Cetera Advisor Networks
California
$3.47M +$280K +3,377 +9%
KHLMTHM
305
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.47M – – –
Creative Planning
306
Creative Planning
Kansas
$3.42M +$447K +5,392 +15%
IA
307
IFP Advisors
Florida
$3.4M +$17.6K +213 +0.5%
RIL
308
Rothschild Investment LLC
Illinois
$3.4M – – –
X
309
Xponance
Pennsylvania
$3.38M +$14.1K +170 +0.4%
Allianz Asset Management
310
Allianz Asset Management
Germany
$3.29M -$677K -8,173 -17%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$3.24M +$11K +133 +0.3%
MFIM
312
Mesirow Financial Investment Management
Illinois
$3.16M +$3.16M +38,121 New
CAM
313
Close Asset Management
United Kingdom
$3M -$2.41M -29,042 -44%
KC
314
Kize Capital
New York
$3M -$18M -217,104 -86%
SS
315
Simplicity Solutions
Minnesota
$2.99M -$39.4K -476 -1%
BFG
316
Bleakley Financial Group
New Jersey
$2.99M -$39.4K -476 -1%
GWM
317
Guardian Wealth Management
Illinois
$2.97M -$4.47K -54 -0.2%
CAM
318
Cresset Asset Management
Illinois
$2.96M +$37.7K +455 +1%
AGA
319
Accuvest Global Advisors
Utah
$2.95M -$2.78M -33,599 -49%
AWM
320
Avitas Wealth Management
California
$2.92M +$33.6K +406 +1%
RA
321
Rational Advisors
New York
$2.9M -$2.78M -33,500 -49%
ST
322
Sabal Trust
Florida
$2.89M +$249 +3 +0%
PCM
323
Poehling Capital Management
Wisconsin
$2.88M -$776K -9,372 -21%
US Bancorp
324
US Bancorp
Minnesota
$2.84M -$2.4K -29 -0.1%
KWA
325
Kingswood Wealth Advisors
California
$2.83M -$277K -3,348 -9%
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13
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