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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 %
SFI
401
Siemens Fonds Invest
Germany
$2.29M – – –
TSS
402
Two Sigma Securities
New York
$2.28M +$2.28M +22,633 New
HSA
403
HBK Sorce Advisory
Pennsylvania
$2.26M -$544K -5,412 -19%
SAA
404
Southeast Asset Advisors
Georgia
$2.25M +$522K +5,190 +30%
SC
405
Sierra Capital
Florida
$2.22M -$3.4M -33,828 -61%
BCA
406
Bray Capital Advisors
Florida
$2.2M – – –
WA
407
Waverly Advisors
Alabama
$2.19M -$12.5K -124 -0.6%
TAF
408
Tredje AP-fonden
Sweden
$2.18M +$62.5K +621 +3%
VIM
409
Vinva Investment Management
Australia
$2.18M +$361K +3,589 +20%
IAN
410
Integrated Advisors Network
Texas
$2.14M -$56.8K -565 -3%
UAS
411
United Asset Strategies
New York
$2.13M -$94K -935 -4%
CA
412
Clearstead Advisors
Ohio
$2.12M -$18.9K -189 -0.9%
QC
413
Quadrature Capital
United Kingdom
$2.12M -$2.65M -26,366 -56%
ET
414
Entropy Technologies
New York
$2.11M +$2.11M +21,023 New
WI
415
WBI Investments
New Jersey
$2.11M +$2.11M +20,958 New
OFG
416
Oxford Financial Group
Indiana
$2.09M +$17.3K +172 +0.8%
LCM
417
Laurion Capital Management
New York
$2.08M +$1.07M +10,686 +107%
PCIA
418
Prime Capital Investment Advisors
Kansas
$2.07M +$1.19M +11,823 +134%
RA
419
RiverPark Advisors
New York
$2.07M -$368K -3,659 -15%
SWM
420
Sendero Wealth Management
Texas
$2.04M -$3.43M -34,108 -63%
MWM
421
Mission Wealth Management
California
$2.04M +$16.4K +163 +0.8%
AT
422
Avalon Trust
New Mexico
$2.04M +$2.01M +20,000 +7,042%
AAM
423
Advisors Asset Management
Colorado
$2.02M +$1.01M +10,060 +101%
PCP
424
Pacific Capital Partners
$2.01M -$503K -5,000 -20%
MNBTD
425
Moody National Bank Trust Division
Texas
$2M +$28.9K +287 +1%
15 16
17
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