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KKR & Co
KKR

Overview Fund Activity

914 hedge funds and large institutions have $42.1B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 275 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+122
Holders Change %
+15.4%
% of All Funds
13.4%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
188
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
1
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
2
Millennium Management
New York
$777M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
4
Morgan Stanley
New York
$657M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.72B
2
VH
2
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$407M +$55.6M +670,562 +16%
Winslow Capital Management
27
Winslow Capital Management
Minnesota
$344M +$344M +4,156,357 New
Citadel Advisors
28
Citadel Advisors
Florida
$323M -$18.3M -220,518 -5%
Northern Trust
29
Northern Trust
Illinois
$317M -$29.8M -359,539 -9%
VLKIM
30
Van Lanschot Kempen Investment Management
Netherlands
$289M – – –
Brown Advisory
31
Brown Advisory
Maryland
$274M -$1.25M -15,061 -0.5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$232M +$36.5M +441,111 +19%
DCP
33
Darsana Capital Partners
New York
$215M -$116M -1,400,000 -35%
Holocene Advisors
34
Holocene Advisors
New York
$214M +$64.1M +773,686 +43%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$202M +$18.6M +224,099 +10%
JCM
36
Junto Capital Management
New York
$201M -$4.66M -56,237 -2%
Goldman Sachs
37
Goldman Sachs
New York
$198M +$12.5M +150,561 +7%
Charles Schwab
38
Charles Schwab
California
$185M +$8.51M +102,773 +5%
Macquarie Group
39
Macquarie Group
Australia
$167M +$34M +410,057 +26%
UBS AM
40
UBS AM
Illinois
$160M -$1.59M -19,234 -1%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$160M -$25.1M -303,146 -14%
Jane Street
42
Jane Street
New York
$156M -$7.96M -96,020 -5%
Wells Fargo
43
Wells Fargo
California
$152M +$4.2M +50,695 +3%
Ameriprise
44
Ameriprise
Minnesota
$137M +$3.63M +43,794 +3%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$132M +$67.3M +811,828 +104%
MG
46
Markel Group
Virginia
$120M – – –
ClearBridge Investments
47
ClearBridge Investments
New York
$120M +$27.7M +334,645 +30%
Viking Global Investors
48
Viking Global Investors
Connecticut
$115M +$115M +1,388,521 New
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$115M +$114M +1,381,585 +28,196%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$114M -$3.8M -45,925 -3%
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