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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 %
BPA
501
Beacon Pointe Advisors
California
$841K -$116K -1,395 -12%
QI
502
Qtron Investments
Massachusetts
$839K – – –
LCM
503
Laurion Capital Management
New York
$829K – – –
AAM
504
Advisors Asset Management
Colorado
$828K +$828K +9,995 New
WWM
505
Western Wealth Management
Colorado
$826K -$65K -785 -7%
SDWIA
506
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$822K -$84.8K -1,024 -9%
EIP
507
Epoch Investment Partners
New York
$810K -$353K -4,257 -30%
RIM
508
RW Investment Management
Idaho
$806K – – –
YMRC
509
Yorktown Management & Research Company
Virginia
$804K – – –
AIMCA
510
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$804K – – –
EH
511
Equitable Holdings
New York
$800K -$46.6K -563 -6%
AAS
512
Ameritas Advisory Services
Nebraska
$787K +$136K +1,400 +21%
MC
513
Moors & Cabot
Massachusetts
$785K -$143K -1,726 -15%
MC
514
Machina Capital
France
$784K +$784K +9,468 New
AM
515
AGF Management
Ontario, Canada
$780K +$16.2K +195 +2%
FMN
516
Financial Management Network
California
$778K -$9.51K -117 -1%
TC
517
TownSquare Capital
Utah
$761K -$1.28M -15,485 -63%
VCM
518
Virtue Capital Management
Tennessee
$756K +$756K +9,291 New
AWM
519
Aries Wealth Management
Maine
$751K – – –
MA
520
Mutual Advisors
Nebraska
$745K +$6.21K +75 +0.8%
SAM
521
Sawgrass Asset Management
Florida
$734K +$34.9K +421 +5%
SWM
522
Segment Wealth Management
Texas
$733K – – –
PCIA
523
Prime Capital Investment Advisors
Kansas
$729K +$729K +8,801 New
EGA
524
E&G Advisors
Texas
$723K +$10.4K +126 +1%
FG
525
Fiduciary Group
Georgia
$721K – – –
19 20
21
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