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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 %
SFA
476
Sequoia Financial Advisors
Ohio
$1.38M +$651K +6,476 +89%
CIA
477
Choate Investment Advisors
Massachusetts
$1.38M – – –
DWAM
478
Duncan Williams Asset Management
Tennessee
$1.38M +$1.38M +13,701 New
DPAM
479
Degroof Petercam Asset Management
Belgium
$1.38M +$20.1K +200 +1%
XT
480
XTX Topco
Cayman Islands
$1.37M +$1M +9,951 +268%
FB
481
Fulton Bank
Pennsylvania
$1.36M +$20.2K +201 +2%
GIM
482
Guardian Investment Management
California
$1.36M – – –
RGI
483
River Global Investors
United Kingdom
$1.35M -$144K -1,433 -10%
PFA
484
Professional Financial Advisors
Nebraska
$1.34M +$1.34M +13,345 New
IAA
485
Independent Advisor Alliance
North Carolina
$1.34M +$201 +2 +0%
GC
486
Gilbert & Cook
Iowa
$1.33M -$131K -1,302 -9%
Fidelity International
487
Fidelity International
Bermuda
$1.33M -$15.4M -152,841 -92%
Lazard Asset Management
488
Lazard Asset Management
New York
$1.32M +$715K +7,107 +118%
TI
489
Tidal Investments
Wisconsin
$1.31M -$431K -4,284 -25%
PD
490
Point72 (DIFC)
United Arab Emirates
$1.31M +$1.31M +12,993 New
PI
491
PGGM Investments
Netherlands
$1.3M +$1.3M +12,892 New
IWM
492
IHT Wealth Management
Illinois
$1.29M -$287K -2,855 -18%
CAMG
493
CWA Asset Management Group
Florida
$1.28M +$43.4K +431 +4%
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$1.28M +$4.33K +43 +0.3%
KeyBank National Association
495
KeyBank National Association
Ohio
$1.27M -$56.9K -566 -4%
ASN
496
Advisory Services Network
Georgia
$1.27M +$612K +6,080 +94%
CB
497
Commerce Bank
Missouri
$1.25M -$106K -1,050 -8%
FPCG
498
Fort Pitt Capital Group
Pennsylvania
$1.24M +$2.11K +21 +0.2%
ZIMP
499
Zimmermann Investment Management & Planning
Pennsylvania
$1.23M +$89.1K +886 +8%
USGIU
500
U.S. Global Investors (USGI)
Texas
$1.22M -$241K -2,400 -16%
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