KKR icon

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
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
Millennium Management
New York
$777M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
Morgan Stanley
New York
$657M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.72B
2
VH
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$2.34M +$13.3K +160 +0.6%
RL
352
Retireful LLC
Michigan
$2.34M -$2.72M -32,797 -54%
TWC
353
TD Waterhouse Canada
Ontario, Canada
$2.31M -$206K -2,538 -8%
JF
354
Jump Financial
Illinois
$2.31M +$971K +11,725 +73%
HSA
355
HBK Sorce Advisory
Pennsylvania
$2.31M -$319K -3,845 -12%
AIM
356
Aigen Investment Management
New York
$2.26M +$2.26M +27,336 New
RG
357
Rathbones Group
United Kingdom
$2.26M -$320K -3,865 -12%
SIA
358
Sit Investment Associates
Minnesota
$2.24M +$2.24M +27,075 New
William Blair & Company
359
William Blair & Company
Illinois
$2.21M +$92.5K +1,116 +4%
Teacher Retirement System of Texas
360
Teacher Retirement System of Texas
Texas
$2.19M -$1.69M -20,373 -44%
GAM
361
Gotham Asset Management
New York
$2.18M -$63.9K -771 -3%
BAM
362
Byrne Asset Management
New Jersey
$2.18M +$2.18M +26,191 New
BCM
363
Bayesian Capital Management
New York
$2.17M -$3.39M -40,950 -61%
WB
364
WesBanco Bank
West Virginia
$2.16M +$29.8K +360 +1%
RFC
365
Regions Financial Corp
Alabama
$2.16M -$199K -2,400 -8%
MCM
366
McKinley Capital Management
Alaska
$2.15M +$21.3K +257 +1%
M&T Bank
367
M&T Bank
New York
$2.12M +$589K +7,107 +38%
ICG
368
InterOcean Capital Group
Tennessee
$2.08M -$235K -2,833 -10%
FFO
369
Fortitude Family Office
Arizona
$2.08M +$2.08M +25,054 New
PCP
370
Pacific Capital Partners
$2.07M -$2.69M -32,500 -57%
PA
371
Procyon Advisors
Connecticut
$2.05M +$138K +1,669 +7%
BA
372
Bridgewater Associates
Connecticut
$2.02M – – –
RA
373
RiverPark Advisors
New York
$2.01M -$348K -4,206 -15%
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$2.01M +$2.01M +24,208 New
CCA
375
Checchi Capital Advisers
California
$1.99M -$57.2K -690 -3%
13 14
15
16 17