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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 %
MIM
426
MetLife Investment Management
New Jersey
$1.98M +$5.43K +54 +0.3%
PA
427
Pinnacle Associates
New York
$1.97M +$16.3K +162 +0.8%
BCM
428
Bayesian Capital Management
New York
$1.95M -$676K -6,724 -26%
CA
429
Cetera Advisors
Colorado
$1.95M +$1.95M +19,407 New
EDRH
430
Edmond de Rothschild Holding
Switzerland
$1.95M -$150K -1,490 -7%
ZIM
431
Zacks Investment Management
Illinois
$1.94M +$1.94M +19,327 New
LI
432
Louisbourg Investments
New Brunswick, Canada
$1.94M -$1.23M -14,601 -39%
RCM
433
Riverpark Capital Management
New York
$1.93M – – –
AQR Capital Management
434
AQR Capital Management
Connecticut
$1.92M +$1.16M +11,547 +153%
Wealthfront Advisers
435
Wealthfront Advisers
California
$1.9M +$719K +7,150 +61%
WAM
436
Weiss Asset Management
Massachusetts
$1.9M +$1.9M +18,876 New
SPIO
437
Seven Post Investment Office
California
$1.88M – – –
P8IP
438
Pier 88 Investment Partners
California
$1.87M +$1.87M +18,600 New
MFS
439
Mirabella Financial Services
United Kingdom
$1.87M +$1.11M +11,030 +146%
WS
440
Wedbush Securities
California
$1.87M +$114K +1,134 +7%
CSI
441
Cross Staff Investments
New York
$1.86M -$102K -1,012 -5%
AAM
442
AR Asset Management
California
$1.81M – – –
QCM
443
QRG Capital Management
Illinois
$1.8M +$1.26M +12,504 +232%
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$1.78M -$309K -3,071 -15%
NCM
445
Next Capital Management
New York
$1.78M +$17.5K +174 +1%
FSA
446
Franklin Street Advisors
North Carolina
$1.75M – – –
TRCT
447
Tower Research Capital (TRC)
New York
$1.73M -$1.2M -11,882 -41%
CWP
448
CFM Wealth Partners
Texas
$1.72M +$401K +3,985 +30%
LP
449
LB Partners
Virginia
$1.72M – – –
LCM
450
Landscape Capital Management
New Jersey
$1.72M +$1.72M +17,075 New
16 17
18
19 20