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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
+$922M
2
Millennium Management
Millennium Management
New York
+$385M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$344M
4
Morgan Stanley
Morgan Stanley
New York
+$322M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$143M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$511M
2
VH
ValueAct Holdings
California
-$453M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$220M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
426
Tokio Marine Asset Management
Japan
$1.29M +$49.1K +593 +4%
LSA
427
Lansing Street Advisors
Pennsylvania
$1.29M +$1.29M +15,560 New
JWCA
428
J.W. Cole Advisors
Florida
$1.28M +$102K +1,226 +9%
BS
429
Banco Santander
Spain
$1.28M -$267K -3,224 -17%
GEM
430
Global Endowment Management
North Carolina
$1.26M -$674K -8,131 -35%
MML Investors Services
431
MML Investors Services
Massachusetts
$1.25M +$88.3K +1,066 +8%
VanEck Associates
432
VanEck Associates
New York
$1.25M +$238K +2,871 +24%
RGI
433
River Global Investors
United Kingdom
$1.23M -$10.8K -130 -0.9%
YLHM
434
Yelin Lapidot Holdings Management
Israel
$1.23M – – –
EFS
435
Essex Financial Services
Connecticut
$1.22M -$24.9K -300 -2%
WKWM
436
Walter & Keenan Wealth Management
Indiana
$1.21M – – –
USGIU
437
U.S. Global Investors (USGI)
Texas
$1.21M +$1.21M +14,550 New
GC
438
Gilbert & Cook
Iowa
$1.2M +$65.6K +792 +6%
FNBSF
439
First National Bank Sioux Falls
South Dakota
$1.16M – – –
LFAS
440
Level Four Advisory Services
Texas
$1.15M -$245K -2,962 -18%
PAG
441
Private Advisor Group
New Jersey
$1.15M +$21.7K +262 +2%
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$1.14M -$283K -3,410 -20%
CIA
443
Choate Investment Advisors
Massachusetts
$1.14M – – –
GIM
444
Guardian Investment Management
California
$1.12M – – –
DPAM
445
Degroof Petercam Asset Management
Belgium
$1.12M +$1.12M +13,500 New
CB
446
Commerce Bank
Missouri
$1.12M +$1.66K +20 +0.1%
ACA
447
Atlas Capital Advisors
Wyoming
$1.11M +$967K +11,676 +667%
IMCOOI
448
Investment Management Corp of Ontario (IMCO)
Canada
$1.11M +$1.11M +13,384 New
FB
449
Fulton Bank
Pennsylvania
$1.11M -$128K -1,540 -10%
IAA
450
Independent Advisor Alliance
North Carolina
$1.1M -$82.8K -999 -7%
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