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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 %
DWAM
501
Duncan Williams Asset Management
Tennessee
$1.42M -$18.8K -179 -1%
IAA
502
Independent Advisor Alliance
North Carolina
$1.42M +$24.3K +231 +2%
GIM
503
Guardian Investment Management
California
$1.41M -$7.89K -75 -0.6%
Capstone Investment Advisors
504
Capstone Investment Advisors
New York
$1.4M +$1.13M +10,772 +429%
Fidelity International
505
Fidelity International
Bermuda
$1.39M – – –
RGI
506
River Global Investors
United Kingdom
$1.39M -$27.3K -259 -2%
ZIMP
507
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M +$98.1K +932 +8%
RSWM
508
Robertson Stephens Wealth Management
California
$1.38M -$68.7K -653 -5%
CB
509
Commerce Bank
Missouri
$1.37M +$55.5K +527 +4%
NIM
510
Northeast Investment Management
Massachusetts
$1.35M +$105K +1,000 +8%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$1.34M -$1.37K -13 -0.1%
IWM
512
IHT Wealth Management
Illinois
$1.33M -$11.5K -109 -0.9%
BFS
513
Bradley Foster & Sargent
Connecticut
$1.33M +$207K +1,963 +18%
NW
514
NewEdge Wealth
Pennsylvania
$1.33M +$4.32K +41 +0.3%
AAS
515
Avantax Advisory Services
Texas
$1.32M +$949K +9,019 +256%
FPCG
516
Fort Pitt Capital Group
Pennsylvania
$1.3M +$2.11K +20 +0.2%
VI
517
Vestcor Inc
New Brunswick, Canada
$1.3M -$1.5M -14,242 -54%
DCM
518
Driehaus Capital Management
Illinois
$1.28M +$258K +2,450 +25%
GS
519
GTS Securities
New York
$1.27M +$1.27M +12,086 New
GT
520
Glenmede Trust
Pennsylvania
$1.27M -$2.22M -21,092 -64%
JJBC
521
James J. Burns & Company
New York
$1.27M +$1.27M +12,033 New
EPA
522
Element Pointe Advisors
Florida
$1.26M – – –
QCM
523
Quantinno Capital Management
New York
$1.26M +$578K +5,494 +85%
ASN
524
Advisory Services Network
Georgia
$1.26M -$66.3K -630 -5%
HCMT
525
Highland Capital Management (Tennessee)
Tennessee
$1.25M -$249K -2,363 -17%
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