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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 %
GP
526
Gridiron Partners
Pennsylvania
$714K +$714K +8,617 New
Vontobel Holding
527
Vontobel Holding
Switzerland
$712K -$121K -1,460 -15%
FTDI
528
First Trust Direct Indexing
Massachusetts
$705K +$381K +4,595 +117%
SSW
529
Smith Shellnut Wilson
Mississippi
$705K – – –
FFM
530
Forum Financial Management
Illinois
$700K +$108K +1,299 +18%
NIM
531
Northeast Investment Management
Massachusetts
$696K +$199K +2,400 +40%
SWS
532
SYSTM Wealth Solutions
Illinois
$687K -$13.5K -163 -2%
GWMIA
533
Global Wealth Management Investment Advisory
Florida
$682K -$176K -2,124 -21%
CCM
534
Corsair Capital Management
New York
$678K – – –
SF
535
Synovus Financial
Georgia
$673K -$3.07K -37 -0.5%
KCPG
536
Kavar Capital Partners Group
Kansas
$666K +$333K +4,022 +100%
PSP
537
Principal Street Partners
Tennessee
$659K -$138K -1,667 -17%
YCM
538
Yousif Capital Management
Michigan
$657K +$28.4K +343 +5%
DT
539
Diversified Trust
Tennessee
$655K -$199K -2,406 -23%
SRC
540
Sage Rhino Capital
California
$655K – – –
HMS
541
Hanseatic Management Services
New Mexico
$648K +$648K +7,827 New
FWP
542
Firethorn Wealth Partners
Georgia
$640K -$8.95K -108 -1%
Envestnet Portfolio Solutions
543
Envestnet Portfolio Solutions
Illinois
$637K +$59.7K +721 +10%
GI
544
GAMMA Investing
California
$632K +$632K +7,303 New
RIM
545
Redwood Investment Management
Arizona
$631K -$358K -4,324 -36%
EF
546
Empowered Funds
Pennsylvania
$631K +$69K +833 +12%
SWA
547
Stratos Wealth Advisors
Ohio
$626K +$829 +10 +0.1%
AQR Capital Management
548
AQR Capital Management
Connecticut
$625K +$30.7K +371 +5%
MFS
549
Mirabella Financial Services
United Kingdom
$625K -$2.88M -34,799 -82%
PA
550
Parallel Advisors
California
$621K +$3.23K +39 +0.5%
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