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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 %
AGA
351
Accuvest Global Advisors
Utah
$3.27M -$312K -3,100 -9%
CCM
352
CAAS Capital Management
New York
$3.26M +$3.26M +32,430 New
RA
353
Royce & Associates
New York
$3.24M -$146K -1,451 -4%
LFG
354
Larson Financial Group
Missouri
$3.2M -$50.9K -506 -2%
SIA
355
Sit Investment Associates
Minnesota
$3.18M +$460K +4,575 +17%
RBA
356
Richard Bernstein Advisors
New York
$3.18M +$3.18M +31,626 New
ISL
357
Ingalls & Snyder LLC
New York
$3.18M -$56.2K -559 -2%
M&T Bank
358
M&T Bank
New York
$3.13M +$556K +5,525 +22%
PCP
359
Proficio Capital Partners
Massachusetts
$3.12M +$46K +457 +1%
BFM
360
Boothbay Fund Management
New York
$3.09M +$3.09M +30,730 New
SPIA
361
Steward Partners Investment Advisory
New York
$3.09M +$240K +2,385 +8%
DS
362
DRW Securities
Illinois
$3.06M +$1.43M +14,191 +88%
RFC
363
Regions Financial Corp
Alabama
$3.04M +$414K +4,119 +16%
CPIG
364
Chicago Partners Investment Group
Illinois
$3M -$21.4K -218 -0.7%
MCM
365
Maltese Capital Management
New York
$2.98M -$221K -2,200 -7%
EGM
366
Engineers Gate Manager
New York
$2.93M +$2.93M +29,118 New
IIM
367
INTECH Investment Management
Florida
$2.92M -$95.6K -950 -3%
TWC
368
TD Waterhouse Canada
Ontario, Canada
$2.85M +$8.3K +83 +0.3%
BFG
369
Bleakley Financial Group
New Jersey
$2.84M -$796K -7,917 -22%
SW
370
Simplicity Wealth
New Jersey
$2.84M +$2.84M +28,214 New
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$2.82M -$1.62M -16,235 -36%
RL
372
Retireful LLC
Michigan
$2.8M -$37.8K -376 -1%
ESBC
373
E.S. Barr & Co
Kentucky
$2.73M -$196K -1,950 -7%
RG
374
Rathbones Group
United Kingdom
$2.72M -$31.7K -315 -1%
VI
375
Vestcor Inc
New Brunswick, Canada
$2.67M +$1.36M +13,536 +104%
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