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KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
501
Fulton Bank
Pennsylvania
$2.54M +$192K +1,301 +8%
AWA
502
Arkadios Wealth Advisors
Georgia
$2.53M +$95.8K +648 +4%
LP
503
LB Partners
Virginia
$2.53M – – –
IG
504
ING Group
Netherlands
$2.51M -$515K -3,482 -17%
CL
505
Choreo LLC
Illinois
$2.51M -$443K -2,985 -15%
BFS
506
Bradley Foster & Sargent
Connecticut
$2.48M +$143K +970 +6%
ECM
507
Everence Capital Management
Indiana
$2.48M +$2.48M +16,790 New
DS
508
DRW Securities
Illinois
$2.48M +$914K +6,178 +58%
BRWA
509
B. Riley Wealth Advisors
Florida
$2.46M -$278K -1,882 -10%
OAM
510
Oppenheimer Asset Management
New York
$2.43M +$10.2K +69 +0.4%
GPGA
511
Grandeur Peak Global Advisors
Utah
$2.42M +$129K +873 +6%
UAS
512
United Asset Strategies
New York
$2.42M -$105K -712 -4%
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.42M +$2.42M +15,000 New
HSA
514
HBK Sorce Advisory
Pennsylvania
$2.41M -$965K -6,525 -29%
CCS
515
Concentric Capital Strategies
Connecticut
$2.4M -$2.56M -17,318 -52%
HFM
516
Harvest Fund Management
China
$2.4M +$666K +4,501 +39%
EFS
517
Essex Financial Services
Connecticut
$2.37M +$155K +1,047 +7%
EH
518
Equitable Holdings
New York
$2.36M +$539K +3,645 +30%
IAA
519
Independent Advisor Alliance
North Carolina
$2.36M +$358K +2,422 +18%
SI
520
Sava Infond
Slovenia
$2.35M +$2.35M +15,915 New
LSA
521
Lansing Street Advisors
Pennsylvania
$2.33M +$3.7K +25 +0.2%
NW
522
NewEdge Wealth
Pennsylvania
$2.32M +$113K +763 +5%
LOAMS
523
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.3M +$471K +3,187 +26%
USAA
524
United Services Automobile Association
Texas
$2.29M – – –
SFA
525
Sequoia Financial Advisors
Ohio
$2.27M +$110K +742 +5%
19 20
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