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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 %
NW
501
NewEdge Wealth
Pennsylvania
$1.22M +$553K +5,696 +83%
BRWA
502
B. Riley Wealth Advisors
Florida
$1.22M +$11.5K +186 +0.9%
DWM
503
Dakota Wealth Management
Florida
$1.22M +$675K +6,708 +125%
EPA
504
Element Pointe Advisors
Florida
$1.21M – – –
PAS
505
Point72 Asia (Singapore)
Singapore
$1.2M +$1.2M +11,961 New
SWM
506
Spire Wealth Management
Virginia
$1.19M +$61.3K +609 +5%
HCA
507
Harbor Capital Advisors
Illinois
$1.19M -$128K -1,270 -10%
NIM
508
Northeast Investment Management
Massachusetts
$1.19M +$342K +3,400 +40%
LFAS
509
Level Four Advisory Services
Texas
$1.15M – – –
PAS
510
Park Avenue Securities
New York
$1.15M +$1.15M +11,426 New
VCM
511
Virtue Capital Management
Tennessee
$1.14M +$224K +2,280 +25%
SCM
512
Silvant Capital Management
Georgia
$1.13M – – –
JEST
513
JTC Employer Solutions Trustee
Jersey
$1.12M – – –
NYLIM
514
New York Life Investment Management
New York
$1.12M +$29.2K +290 +3%
SCA
515
Snowden Capital Advisors
New York
$1.11M -$157K -1,561 -12%
AO
516
Advisor OS
Illinois
$1.1M +$1.1M +10,983 New
DC
517
Davenport & Co
Virginia
$1.1M +$40.9K +407 +4%
CWM
518
Chemistry Wealth Management
New York
$1.1M +$15.8K +157 +1%
SW
519
SVB Wealth
Massachusetts
$1.1M -$8.75K -87 -0.8%
TWM
520
Trueblood Wealth Management
Ohio
$1.09M -$6.64K -66 -0.6%
IMRF
521
Illinois Municipal Retirement Fund
Illinois
$1.08M – – –
MCM
522
MAI Capital Management
Ohio
$1.08M +$17.2K +171 +2%
BFS
523
Bradley Foster & Sargent
Connecticut
$1.07M – – –
HHGC
524
Hunting Hill Global Capital
New York
$1.05M -$679K -6,750 -39%
CIA
525
Concurrent Investment Advisors
Florida
$1.05M +$626K +6,221 +147%
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