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 %
KACA
376
Kayne Anderson Capital Advisors
California
$1.96M -$1.96M -23,600 -50%
PS
377
Principal Securities
Iowa
$1.95M +$1.95M +23,572 New
FFH
378
Fairfax Financial Holdings
Ontario, Canada
$1.95M -$1.04M -12,500 -35%
SFI
379
Siemens Fonds Invest
Germany
$1.88M +$931K +11,236 +98%
UAS
380
United Asset Strategies
New York
$1.83M +$1.83M +22,074 New
BCA
381
Bray Capital Advisors
Florida
$1.82M – – –
WA
382
Waverly Advisors
Alabama
$1.81M +$1.81M +21,876 New
IAN
383
Integrated Advisors Network
Texas
$1.81M -$69.3K -837 -4%
Two Sigma Investments
384
Two Sigma Investments
New York
$1.81M +$1.81M +21,800 New
CA
385
Clearstead Advisors
Ohio
$1.77M -$1.77M -21,341 -50%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$1.77M -$121K -1,455 -6%
TAF
387
Tredje AP-fonden
Sweden
$1.75M -$2.24M -27,005 -56%
BSG
388
Black Swift Group
Colorado
$1.74M +$1.74M +21,000 New
EDRH
389
Edmond de Rothschild Holding
Switzerland
$1.73M +$73.4K +886 +4%
Kovitz Investment Group Partners
390
Kovitz Investment Group Partners
Illinois
$1.72M -$89.1K -1,075 -5%
OFG
391
Oxford Financial Group
Indiana
$1.7M – – –
PP
392
Prudential plc
United Kingdom
$1.69M -$3.73K -45 -0.2%
MWM
393
Mission Wealth Management
California
$1.67M +$1.82K +22 +0.1%
LDB
394
Lee, Danner & Bass
Tennessee
$1.63M – – –
MIM
395
MetLife Investment Management
New Jersey
$1.63M +$17.2K +208 +1%
BRWA
396
B. Riley Wealth Advisors
Florida
$1.62M -$15.4K -186 -0.9%
MNBTD
397
Moody National Bank Trust Division
Texas
$1.62M +$565K +6,818 +54%
CSI
398
Cross Staff Investments
New York
$1.62M +$10.8K +130 +0.7%
Pathstone Holdings
399
Pathstone Holdings
New Jersey
$1.61M +$1.61M +19,451 New
PA
400
Pinnacle Associates
New York
$1.61M -$5.22K -63 -0.3%
14 15
16
17 18