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KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$9.85M +$2.45M +16,554 +33%
Calamos Advisors
302
Calamos Advisors
Illinois
$9.77M -$9.04M -61,086 -48%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
303
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.76M +$9.76M +66,000 New
YCM
304
Yousif Capital Management
Michigan
$9.71M -$1.06M -7,199 -10%
EF
305
Empowered Funds
Pennsylvania
$9.62M +$642K +4,341 +7%
DK
306
DJE Kapital
Germany
$9.52M +$9.52M +64,837 New
OPCM
307
Osborne Partners Capital Management
California
$9.49M -$393K -2,657 -4%
MSU
308
Mizuho Securities USA
New York
$9.46M +$2.99M +20,247 +46%
CPIG
309
Chicago Partners Investment Group
Illinois
$9.42M +$5.75M +38,788 +157%
BCI
310
Brinker Capital Investments
Pennsylvania
$9.09M -$282K -1,906 -3%
OPS
311
Orion Portfolio Solutions
Nebraska
$9.09M -$282K -1,906 -3%
BMO
312
Beck Mack & Oliver
New York
$9M -$104K -700 -1%
TSWM
313
Triangle Securities Wealth Management
North Carolina
$9M -$754K -5,097 -8%
EMPI
314
Elo Mutual Pension Insurance
Finland
$8.83M +$723K +4,886 +9%
AWS
315
Atria Wealth Solutions
New York
$8.82M +$9.47K +64 +0.1%
SIAP
316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.72M -$639K -4,320 -7%
MA
317
Menlo Advisors
California
$8.63M -$333K -2,250 -4%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$8.56M +$28.1K +190 +0.3%
AWM
319
AE Wealth Management
Kansas
$8.44M +$1.27M +8,566 +18%
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$8.37M -$924K -6,247 -10%
Arrowstreet Capital
321
Arrowstreet Capital
Massachusetts
$8.35M +$4.27M +28,862 +105%
NA
322
NewEdge Advisors
Louisiana
$8.26M +$1.15M +7,802 +16%
DA
323
Denali Advisors
California
$8.24M +$4.68M +31,662 +132%
WCA
324
Waratah Capital Advisors
Ontario, Canada
$8.18M -$1.3M -8,787 -14%
UB
325
UMB Bank
Missouri
$8.12M +$252K +1,705 +3%
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