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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
$1.34B
2
Millennium Management
Millennium Management
New York
$777M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
Morgan Stanley
New York
$657M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.72B
2
VH
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
451
CFM Wealth Partners
Texas
$1.09M +$7.95K +96 +0.7%
KeyBank National Association
452
KeyBank National Association
Ohio
$1.09M -$72.5K -875 -6%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$1.09M -$320K -3,858 -23%
HCA
454
Harbor Capital Advisors
Illinois
$1.08M -$4.23K -51 -0.4%
VI
455
Vestcor Inc
New Brunswick, Canada
$1.08M -$14.2K -171 -1%
Cetera Investment Advisers
456
Cetera Investment Advisers
Illinois
$1.07M +$25K +302 +2%
RSWM
457
Robertson Stephens Wealth Management
California
$1.07M +$12.2K +147 +1%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$1.05M +$18.6K +224 +2%
KPWS
459
Kestra Private Wealth Services
Texas
$1.04M +$7.54K +91 +0.7%
SCA
460
Snowden Capital Advisors
New York
$1.04M +$23.5K +284 +2%
PMG
461
ProVise Management Group
Florida
$1.03M – – –
O
462
Ossiam
France
$1.03M -$851K -10,277 -45%
FPCG
463
Fort Pitt Capital Group
Pennsylvania
$1.02M +$2.24K +27 +0.2%
CAMG
464
CWA Asset Management Group
Florida
$1.02M +$9.45K +114 +0.9%
HT
465
Headlands Technologies
Illinois
$1M +$779K +9,399 +352%
JJBC
466
James J. Burns & Company
New York
$997K – – –
EPA
467
Element Pointe Advisors
Florida
$994K -$28.7K -346 -3%
CWP
468
Curated Wealth Partners
California
$984K -$175K -2,115 -15%
Wealthfront Advisers
469
Wealthfront Advisers
California
$976K +$73.4K +886 +8%
CNBT
470
Canandaigua National Bank & Trust
New York
$975K -$14.1K -170 -1%
AWM
471
AE Wealth Management
Kansas
$967K -$270K -3,114 -22%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$959K +$232K +2,803 +32%
SWM
473
Spire Wealth Management
Virginia
$948K +$2.36K +28 +0.2%
DLA
474
Douglas Lane & Associates
New York
$945K -$191K -2,300 -17%
ZIMP
475
Zimmermann Investment Management & Planning
Pennsylvania
$939K +$193K +2,324 +26%
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