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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 %
JF
376
Jump Financial
Illinois
$2.67M -$139K -1,380 -5%
GAM
377
Gotham Asset Management
New York
$2.64M -$9.25K -92 -0.3%
WB
378
WesBanco Bank
West Virginia
$2.63M +$7.44K +74 +0.3%
MCM
379
McKinley Capital Management
Alaska
$2.62M +$18K +179 +0.7%
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
$2.6M +$452K +4,494 +21%
BAM
381
Byrne Asset Management
New Jersey
$2.57M -$61.9K -615 -2%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$2.57M +$1.8M +17,864 +232%
Baird Financial Group
383
Baird Financial Group
Wisconsin
$2.57M +$898K +8,926 +54%
ICG
384
InterOcean Capital Group
Tennessee
$2.53M -$1.21K -12 -0%
PS
385
Principal Securities
Iowa
$2.53M +$157K +1,562 +7%
FFO
386
Fortitude Family Office
Arizona
$2.52M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
387
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.51M +$2.51M +25,000 New
COI
388
Connable Office Inc
Michigan
$2.49M -$677K -6,728 -21%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$2.48M +$2.3M +22,904 +1,326%
CM
390
Caption Management
Oklahoma
$2.46M +$2.46M +24,500 New
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
$2.46M -$14M -138,907 -85%
BA
392
Bridgewater Associates
Connecticut
$2.46M – – –
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$2.44M – – –
CCA
394
Checchi Capital Advisers
California
$2.41M – – –
CWM
395
CIBC World Markets
New York
$2.37M +$758K +7,534 +47%
FFH
396
Fairfax Financial Holdings
Ontario, Canada
$2.36M – – –
PA
397
Procyon Advisors
Connecticut
$2.36M -$124K -1,228 -5%
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$2.34M +$559K +5,563 +31%
SFFS
399
Stonehage Fleming Financial Services
Jersey
$2.33M +$1.35M +26,080 +139%
William Blair & Company
400
William Blair & Company
Illinois
$2.3M -$375K -3,726 -14%
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