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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
15.47%
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 %
SEC
401
Seven Eight Capital
New York
$2.76M +$2.76M +26,198 New
PA
402
Procyon Advisors
Connecticut
$2.74M +$272K +2,581 +11%
MCM
403
McKinley Capital Management
Alaska
$2.71M -$32.7K -311 -1%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$2.7M +$10.5K +100 +0.4%
FFO
405
Fortitude Family Office
Arizona
$2.7M +$59.1K +562 +2%
WB
406
WesBanco Bank
West Virginia
$2.64M -$115K -1,094 -4%
RFC
407
Regions Financial Corp
Alabama
$2.63M -$543K -5,161 -17%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$2.62M +$150K +1,412 +6%
PS
409
Principal Securities
Iowa
$2.61M -$35.4K -336 -1%
BAM
410
Byrne Asset Management
New Jersey
$2.6M -$110K -1,040 -4%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$2.59M +$1M +9,548 +63%
Verition Fund Management
412
Verition Fund Management
Connecticut
$2.59M -$4.18M -39,690 -62%
William Blair & Company
413
William Blair & Company
Illinois
$2.56M +$153K +1,457 +6%
CCA
414
Checchi Capital Advisers
California
$2.56M +$37.8K +359 +1%
TC
415
TwinBeech Capital
New York
$2.52M +$2.52M +23,989 New
CFG
416
Citizens Financial Group
Rhode Island
$2.52M +$2.2M +20,899 +680%
FFH
417
Fairfax Financial Holdings
Ontario, Canada
$2.48M – – –
HSA
418
HBK Sorce Advisory
Pennsylvania
$2.42M +$59.9K +569 +3%
AIM
419
Aigen Investment Management
New York
$2.41M +$1.37M +13,058 +133%
OFG
420
Oxford Financial Group
Indiana
$2.39M +$205K +1,950 +9%
Wealthfront Advisers
421
Wealthfront Advisers
California
$2.38M +$387K +3,677 +19%
CA
422
Clearstead Advisors
Ohio
$2.38M +$147K +1,393 +7%
SM
423
Sciencast Management
New Jersey
$2.37M +$1.46M +13,864 +160%
SAA
424
Southeast Asset Advisors
Georgia
$2.35M – – –
NB
425
Norinchukin Bank
Japan
$2.33M +$2.33M +22,161 New
15 16
17
18 19