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KKR & Co
KKR

Overview Fund Activity

1,064 hedge funds and large institutions have $56.4B invested in KKR & Co in 2024 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 448 increasing their positions, 309 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+32
Holders Change %
+3.1%
% of All Funds
15.48%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
137
Increased
448
Reduced
309
Closed
90
Calls
$521M
Puts
$330M
Net Calls
+$191M
Net Calls Change
+$110M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.43B
2
State Street
State Street
Massachusetts
+$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$473M
4
BlackRock
BlackRock
New York
+$439M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$361M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$999M
2
Millennium Management
Millennium Management
New York
-$937M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$607M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$261M
5
VVP
Vulcan Value Partners
Alabama
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$3.4M +$810K +7,694 +31%
RA
377
Royce & Associates
New York
$3.39M – – –
AQR Capital Management
378
AQR Capital Management
Connecticut
$3.36M +$1.35M +12,856 +67%
RA
379
Rational Advisors
New York
$3.36M -$1.52M -14,400 -31%
RBA
380
Richard Bernstein Advisors
New York
$3.33M – – –
PCP
381
Proficio Capital Partners
Massachusetts
$3.28M +$9.05K +86 +0.3%
KWA
382
Kingswood Wealth Advisors
California
$3.27M -$305K -2,895 -9%
SPIA
383
Steward Partners Investment Advisory
New York
$3.18M -$43.8K -416 -1%
EDRH
384
Edmond de Rothschild Holding
Switzerland
$3.15M +$1.11M +10,562 +54%
XT
385
XTX Topco
Cayman Islands
$3.12M +$1.68M +15,959 +117%
Two Sigma Investments
386
Two Sigma Investments
New York
$3.08M -$2.28M -21,621 -42%
Simplex Trading
387
Simplex Trading
Illinois
$3.08M +$2.49M +23,671 +427%
M&T Bank
388
M&T Bank
New York
$3.06M -$217K -2,065 -7%
RG
389
Rathbones Group
United Kingdom
$3.03M +$190K +1,810 +7%
RIM
390
Rakuten Investment Management
Japan
$2.93M +$2.41M +22,727 +457%
BFG
391
Bleakley Financial Group
New Jersey
$2.93M -$43K -409 -1%
SW
392
Simplicity Wealth
New Jersey
$2.93M -$42.8K -407 -1%
GC
393
Guggenheim Capital
Illinois
$2.9M +$2.25M +21,397 +347%
MGP
394
Metis Global Partners
California
$2.88M +$1.41M +13,384 +96%
SFI
395
Siemens Fonds Invest
Germany
$2.87M +$471K +4,473 +20%
TWC
396
TD Waterhouse Canada
Ontario, Canada
$2.86M -$119K -1,135 -4%
ESBC
397
E.S. Barr & Co
Kentucky
$2.85M – – –
Kovitz Investment Group Partners
398
Kovitz Investment Group Partners
Illinois
$2.83M +$960K +9,124 +51%
CGH
399
Crossmark Global Holdings
Texas
$2.81M +$2.24M +21,235 +391%
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$2.8M +$113K +1,075 +4%
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