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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 %
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$6.79M +$3.85M +26,057 +131%
WW
352
Waterfront Wealth
Kansas
$6.74M -$214K -1,450 -3%
SCA
353
STALEY CAPITAL ADVISERS
Pennsylvania
$6.66M – – –
GAM
354
Gotham Asset Management
New York
$6.6M +$64.3K +435 +1%
JWM
355
Jessup Wealth Management
Ohio
$6.6M -$34.8K -235 -0.5%
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$6.57M -$1.25M -8,474 -16%
SM
357
Samjo Management
New York
$6.57M -$132K -890 -2%
CM
358
Castleark Management
Illinois
$6.48M -$852K -5,760 -12%
P
359
&Partners
Tennessee
$6.47M +$2.45M +16,116 +61%
Wealthfront Advisers
360
Wealthfront Advisers
California
$6.41M +$2.4M +16,231 +60%
ECM
361
Engle Capital Management
Connecticut
$6.36M -$10.5M -70,779 -62%
PFP
362
Pinnacle Financial Partners
Tennessee
$6.33M -$392K -2,654 -6%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$6.32M +$1.43M +9,657 +29%
PFM
364
Patton Fund Management
Texas
$6.22M -$910K -6,153 -13%
DCM
365
Dilation Capital Management
New York
$6.21M +$6.21M +42,004 New
KHLMTHM
366
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.19M – – –
HIMCH
367
Hartford Investment Management Co (HIMCO)
Connecticut
$6.18M -$108K -731 -2%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$6.15M +$189K +1,275 +3%
BHC
369
Bowen Hanes & Co
Florida
$6M +$6M +40,560 New
WP
370
Woodline Partners
California
$6M +$6M +40,540 New
TPCW
371
TD Private Client Wealth
New York
$5.99M +$322K +2,178 +6%
ORC
372
O'Rourke & Company
Massachusetts
$5.94M -$833K -5,633 -12%
IA
373
IFP Advisors
Florida
$5.93M -$117K -793 -2%
OWP
374
Old Well Partners
North Carolina
$5.83M -$2.17M -14,700 -27%
SPIA
375
Steward Partners Investment Advisory
New York
$5.7M +$513K +3,471 +10%
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