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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
351
Close Asset Management
United Kingdom
$4.78M -$3.26K -25 -0.1%
CFMC
352
Curbstone Financial Management Corp
New Hampshire
$4.75M -$70.5K -540 -1%
SG Americas Securities
353
SG Americas Securities
New York
$4.74M -$7.99M -61,185 -63%
CCM
354
Cinctive Capital Management
New York
$4.73M +$4.73M +36,186 New
MFIM
355
Mesirow Financial Investment Management
Illinois
$4.69M -$99.4K -761 -2%
N
356
Natixis
France
$4.68M -$9.69M -74,211 -67%
AAM
357
Advisors Asset Management
Colorado
$4.63M +$401K +3,072 +9%
SPIA
358
Steward Partners Investment Advisory
New York
$4.58M +$628K +4,808 +16%
CIBC World Market
359
CIBC World Market
Ontario, Canada
$4.55M -$10.1M -77,531 -69%
ST
360
Sabal Trust
Florida
$4.53M – – –
JPWM
361
Jamison Private Wealth Management
Georgia
$4.51M -$5.22K -40 -0.1%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$4.51M +$1.15M +8,422 +34%
AWM
363
Avitas Wealth Management
California
$4.46M -$44.7K -342 -1%
MCM
364
Maltese Capital Management
New York
$4.44M +$2.14M +16,400 +93%
PCM
365
Poehling Capital Management
Wisconsin
$4.38M -$92.1K -705 -2%
CCS
366
Concentric Capital Strategies
Connecticut
$4.38M -$2.64M -20,201 -38%
PCM
367
PenderFund Capital Management
British Columbia, Canada
$4.37M -$1.18M -6,700 -21%
LFG
368
Larson Financial Group
Missouri
$4.34M +$120K +920 +3%
CAL
369
Capital Analysts LLC
Pennsylvania
$4.3M +$5.75K +44 +0.1%
KWA
370
Kingswood Wealth Advisors
California
$4.29M +$236K +1,808 +6%
ISL
371
Ingalls & Snyder LLC
New York
$4.28M – – –
GWM
372
Guardian Wealth Management
Illinois
$4.27M -$8.88K -68 -0.2%
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$4.24M -$144K -1,100 -3%
RBA
374
Richard Bernstein Advisors
New York
$4.13M – – –
EDRH
375
Edmond de Rothschild Holding
Switzerland
$4.12M +$209K +1,603 +5%
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