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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
+$922M
2
Millennium Management
Millennium Management
New York
+$385M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$344M
4
Morgan Stanley
Morgan Stanley
New York
+$322M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$143M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$511M
2
VH
ValueAct Holdings
California
-$453M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$220M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
476
Metis Global Partners
California
$935K -$135K -1,633 -13%
SCM
477
Silvant Capital Management
Georgia
$932K -$8.04K -97 -0.9%
JEST
478
JTC Employer Solutions Trustee
Jersey
$930K – – –
GIS
479
Grayhawk Investment Strategies
Alberta, Canada
$926K +$926K +11,174 New
Assenagon Asset Management
480
Assenagon Asset Management
Luxembourg
$924K -$31.3M -377,597 -97%
DCM
481
Driehaus Capital Management
Illinois
$916K +$608K +7,341 +197%
SW
482
SVB Wealth
Massachusetts
$914K +$1.57K +19 +0.2%
TWM
483
Trueblood Wealth Management
Ohio
$903K +$903K +10,900 New
AGWCA
484
Annis Gardner Whiting Capital Advisors
Florida
$895K +$99K +1,195 +12%
CWM
485
Chemistry Wealth Management
New York
$895K – – –
NYLIM
486
New York Life Investment Management
New York
$895K +$98.1K +1,184 +12%
KIA
487
Kraematon Investment Advisors
Massachusetts
$891K -$150K -1,807 -14%
IMRF
488
Illinois Municipal Retirement Fund
Illinois
$891K +$891K +10,757 New
ZF
489
Zhang Financial
Michigan
$884K -$15.7K -190 -2%
BFS
490
Bradley Foster & Sargent
Connecticut
$881K +$32.1K +387 +4%
MCM
491
MAI Capital Management
Ohio
$876K +$22.1K +267 +3%
DC
492
Davenport & Co
Virginia
$876K +$412K +4,975 +89%
TG
493
TCW Group
California
$875K +$875K +10,474 New
LNC
494
Lincoln National Corp
Pennsylvania
$872K +$22.7K +274 +3%
PAM
495
Paradigm Asset Management
New York
$866K – – –
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$858K +$6.21K +75 +0.7%
CW
497
Connectus Wealth
Ohio
$853K +$853K +10,289 New
BFA
498
Beaumont Financial Advisors
Massachusetts
$847K – – –
CHAM
499
Clear Harbor Asset Management
Connecticut
$845K +$6.46K +78 +0.8%
RDWM
500
Red Door Wealth Management
Tennessee
$843K +$331 +4 +0%
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