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KKR & Co
KKR

Overview Fund Activity

1,064 hedge funds and large institutions have $56.4B invested in KKR & Co in 2024 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 448 increasing their positions, 309 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+32
Holders Change %
+3.1%
% of All Funds
15.47%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
137
Increased
448
Reduced
309
Closed
90
Calls
$521M
Puts
$330M
Net Calls
+$191M
Net Calls Change
+$110M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.43B
2
State Street
State Street
Massachusetts
+$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$473M
4
BlackRock
BlackRock
New York
+$439M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$361M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$999M
2
Millennium Management
Millennium Management
New York
-$937M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$607M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$261M
5
VVP
Vulcan Value Partners
Alabama
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
476
Louisbourg Investments
New Brunswick, Canada
$1.63M -$379K -4,324 -19%
Axa
477
Axa
France
$1.6M +$1.03M +9,810 +181%
CM
478
Capula Management
Cayman Islands
$1.59M +$1.59M +15,100 New
DILIC
479
Dai-ichi Life Insurance Company
Japan
$1.58M +$1.13M +10,773 +256%
YLHM
480
Yelin Lapidot Holdings Management
Israel
$1.56M – – –
PAS
481
Park Avenue Securities
New York
$1.56M +$356K +3,385 +30%
RJT
482
Raymond James Trust
Florida
$1.56M -$236K -2,247 -13%
PAG
483
Private Advisor Group
New Jersey
$1.55M +$48.2K +458 +3%
Assenagon Asset Management
484
Assenagon Asset Management
Luxembourg
$1.51M -$5.38M -51,164 -78%
WKWM
485
Walter & Keenan Wealth Management
Indiana
$1.51M – – –
EIP
486
Epoch Investment Partners
New York
$1.49M +$580K +5,507 +64%
LFAS
487
Level Four Advisory Services
Texas
$1.49M +$26.3K +250 +2%
AO
488
Advisor OS
Illinois
$1.48M +$325K +3,086 +28%
GPGA
489
Grandeur Peak Global Advisors
Utah
$1.47M +$1.47M +14,013 New
MFG
490
Mosaic Financial Group
Illinois
$1.47M +$737K +7,000 +100%
ACA
491
Atlas Capital Advisors
Wyoming
$1.47M -$211K -2,008 -13%
FNBSF
492
First National Bank Sioux Falls
South Dakota
$1.46M – – –
DWM
493
Dakota Wealth Management
Florida
$1.45M +$182K +1,725 +14%
IMCOOI
494
Investment Management Corp of Ontario (IMCO)
Canada
$1.45M +$474K +4,500 +48%
CIA
495
Choate Investment Advisors
Massachusetts
$1.44M – – –
CT
496
Coastline Trust
Rhode Island
$1.44M +$1.44M +13,719 New
SFA
497
Sequoia Financial Advisors
Ohio
$1.43M -$14.5K -138 -1%
PFA
498
Professional Financial Advisors
Nebraska
$1.43M +$21.4K +203 +2%
VCM
499
Virtue Capital Management
Tennessee
$1.42M +$52.4K +442 +4%
LCWP
500
Legacy Capital Wealth Partners
Arkansas
$1.42M +$1.42M +13,536 New
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