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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
+$802M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$588M
3
Brown Advisory
Brown Advisory
Maryland
+$584M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$552M
5
GQG Partners
GQG Partners
Florida
+$217M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$1.01B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$625M
3
VH
ValueAct Holdings
California
-$407M
4
Morgan Stanley
Morgan Stanley
New York
-$399M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCPE
301
Bain Capital Public Equity
Massachusetts
$5M -$348K -3,462 -7%
WW
302
Waterfront Wealth
Kansas
$4.94M -$19K -200 -0.4%
Swedbank
303
Swedbank
Sweden
$4.93M +$359K +3,572 +8%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$4.86M – – –
Corient Private Wealth
305
Corient Private Wealth
Florida
$4.78M -$6.74M -67,055 -59%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$4.72M -$7.75K -77 -0.2%
SM
307
Samjo Management
New York
$4.66M -$171K -1,700 -4%
RA
308
Rational Advisors
New York
$4.66M +$1.14M +11,300 +32%
JWM
309
Jessup Wealth Management
Ohio
$4.61M -$391K -3,892 -8%
AA
310
ALPS Advisors
Colorado
$4.59M -$113K -1,120 -2%
PFP
311
Pinnacle Financial Partners
Tennessee
$4.57M +$32.9K +327 +0.7%
SCA
312
STALEY CAPITAL ADVISERS
Pennsylvania
$4.53M – – –
ORC
313
O'Rourke & Company
Massachusetts
$4.49M +$107K +1,066 +2%
CAM
314
Cacti Asset Management
Georgia
$4.43M -$692K -6,500 -14%
GCIA
315
Gabelli & Co Investment Advisers
New York
$4.35M -$1.24M -12,300 -22%
Nordea Investment Management
316
Nordea Investment Management
Sweden
$4.31M +$358K +3,534 +9%
TA
317
Teton Advisors
New York
$4.27M -$754K -7,500 -15%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$4.22M -$46.6K -463 -1%
MPA
319
Marvin & Palmer Associates
Delaware
$4.22M -$66.4K -660 -2%
KHLMTHM
320
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.21M – – –
Allianz Asset Management
321
Allianz Asset Management
Germany
$4.2M +$208K +2,064 +5%
IA
322
IFP Advisors
Florida
$4.17M +$34.5K +343 +0.8%
MFIM
323
Mesirow Financial Investment Management
Illinois
$4.06M +$225K +2,242 +6%
RIL
324
Rothschild Investment LLC
Illinois
$3.99M -$141K -1,400 -3%
CFMC
325
Curbstone Financial Management Corp
New Hampshire
$3.98M -$302K -3,000 -7%
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