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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
476
Essex Financial Services
Connecticut
$2.1M -$153K -1,091 -7%
FB
477
Fulton Bank
Pennsylvania
$2.07M +$33K +253 +2%
BFS
478
Bradley Foster & Sargent
Connecticut
$2.07M +$421K +3,222 +26%
PAS
479
Park Avenue Securities
New York
$2.06M +$130K +999 +7%
LSA
480
Lansing Street Advisors
Pennsylvania
$2.05M +$7.18K +55 +0.4%
Vontobel Holding
481
Vontobel Holding
Switzerland
$2.03M +$1.11M +8,535 +122%
GPGA
482
Grandeur Peak Global Advisors
Utah
$2.02M +$194K +1,486 +11%
USAA
483
United Services Automobile Association
Texas
$2.02M +$2.02M +15,494 New
LI
484
Louisbourg Investments
New Brunswick, Canada
$2M -$32.8K -300 -2%
RA
485
RiverPark Advisors
New York
$1.99M -$548K -4,198 -22%
OIA
486
OneDigital Investment Advisors
Kansas
$1.98M +$585K +4,481 +42%
NW
487
NewEdge Wealth
Pennsylvania
$1.95M +$307K +2,350 +19%
ACA
488
Atlas Capital Advisors
Wyoming
$1.95M +$125K +954 +7%
YLHM
489
Yelin Lapidot Holdings Management
Israel
$1.94M – – –
LFAS
490
Level Four Advisory Services
Texas
$1.93M -$22.7K -164 -1%
DWM
491
Dakota Wealth Management
Florida
$1.93M +$122K +933 +7%
RJT
492
Raymond James Trust
Florida
$1.92M -$8.88K -68 -0.5%
SFA
493
Sequoia Financial Advisors
Ohio
$1.91M +$131K +1,007 +7%
ZIMP
494
Zimmermann Investment Management & Planning
Pennsylvania
$1.9M +$184K +1,406 +11%
AO
495
Advisor OS
Illinois
$1.9M +$62.3K +477 +3%
MNBTD
496
Moody National Bank Trust Division
Texas
$1.88M -$720K -5,511 -28%
WKWM
497
Walter & Keenan Wealth Management
Indiana
$1.87M +$1.31K +10 +0.1%
AT
498
Avalon Trust
New Mexico
$1.87M -$783K -6,000 -30%
IWM
499
IHT Wealth Management
Illinois
$1.85M +$195K +1,491 +12%
Nomura Holdings
500
Nomura Holdings
Japan
$1.85M +$1.85M +14,132 New
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