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KKR & Co
KKR

Overview Fund Activity

1,031 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, 356 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+117
Holders Change %
+12.8%
% of All Funds
14.95%
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
356
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
3
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
5
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
3
ValueAct Holdings
California
$192M
4
Morgan Stanley
4
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$399M -$399M -3,965,920 -50%
Northern Trust
27
Northern Trust
Illinois
$370M -$14.1M -140,534 -4%
VLKIM
28
Van Lanschot Kempen Investment Management
Netherlands
$351M – – –
Jane Street
29
Jane Street
New York
$279M +$90.4M +899,208 +48%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$265M -$353M -3,510,490 -57%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$254M +$8.87M +88,240 +4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$247M -$34.6M -343,642 -12%
Goldman Sachs
33
Goldman Sachs
New York
$241M +$872K +8,665 +0.4%
Charles Schwab
34
Charles Schwab
California
$224M +$70.5K +701 +0%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$222M +$28.3M +281,651 +15%
GQG Partners
36
GQG Partners
Florida
$217M +$217M +2,157,531 New
Holocene Advisors
37
Holocene Advisors
New York
$217M -$43.5M -432,447 -17%
Citadel Advisors
38
Citadel Advisors
Florida
$215M -$177M -1,762,486 -45%
Wells Fargo
39
Wells Fargo
California
$207M +$22.2M +220,231 +12%
DCP
40
Darsana Capital Partners
New York
$201M -$60.3M -600,000 -23%
UBS AM
41
UBS AM
Illinois
$192M -$1.62M -16,089 -0.8%
VH
42
ValueAct Holdings
California
$192M -$407M -4,049,300 -68%
Macquarie Group
43
Macquarie Group
Australia
$187M -$15.4M -152,640 -8%
Amundi
44
Amundi
France
$146M +$33M +353,151 +29%
MG
45
Markel Group
Virginia
$146M – – –
ClearBridge Investments
46
ClearBridge Investments
New York
$145M -$736K -7,321 -0.5%
RJA
47
Raymond James & Associates
Florida
$143M +$43M +427,844 +43%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$143M -$17.1M -170,140 -11%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$137M -$1M -9,949 -0.7%
Ameriprise
50
Ameriprise
Minnesota
$131M -$36M -357,696 -22%
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