KKR icon

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 %
RJT
451
Raymond James Trust
Florida
$1.71M -$48K -477 -3%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$1.7M -$5.99M -59,556 -78%
Nomura Holdings
453
Nomura Holdings
Japan
$1.68M +$1.68M +16,727 New
WIA
454
World Investment Advisors
California
$1.68M +$1.68M +16,655 New
DC
455
Dantai Capital
Hong Kong
$1.66M – – –
OIS
456
Okabena Investment Services
Minnesota
$1.64M -$194K -1,927 -11%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$1.64M +$314K +3,124 +24%
JWCA
458
J.W. Cole Advisors
Florida
$1.62M +$62.7K +623 +4%
ACA
459
Atlas Capital Advisors
Wyoming
$1.6M +$254K +2,526 +19%
TMAM
460
Tokio Marine Asset Management
Japan
$1.6M +$34K +338 +2%
LSA
461
Lansing Street Advisors
Pennsylvania
$1.57M +$5.43K +54 +0.3%
EFS
462
Essex Financial Services
Connecticut
$1.57M +$91.4K +909 +6%
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$1.52M +$352K +3,502 +30%
Acadian Asset Management
464
Acadian Asset Management
Massachusetts
$1.5M -$3.35M -33,380 -69%
LNC
465
Lincoln National Corp
Pennsylvania
$1.5M +$441K +4,385 +42%
YLHM
466
Yelin Lapidot Holdings Management
Israel
$1.49M – – –
CGIM
467
Capital Group Investment Management
Singapore
$1.45M -$6.35M -63,118 -81%
Allspring Global Investments
468
Allspring Global Investments
North Carolina
$1.45M +$1M +9,982 +227%
WKWM
469
Walter & Keenan Wealth Management
Indiana
$1.44M -$30.2K -300 -2%
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$1.43M +$1.43M +14,245 New
PAG
471
Private Advisor Group
New Jersey
$1.43M +$40.1K +399 +3%
MGP
472
Metis Global Partners
California
$1.41M +$271K +2,695 +24%
FNBSF
473
First National Bank Sioux Falls
South Dakota
$1.4M -$14K -139 -1%
RSWM
474
Robertson Stephens Wealth Management
California
$1.39M +$91.1K +906 +7%
VanEck Associates
475
VanEck Associates
New York
$1.39M -$132K -1,311 -9%
17 18
19
20 21