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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 %
AAF
526
Andra AP-fonden
Sweden
$1.05M -$4.93M -49,000 -82%
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$905 -9 -0.1%
BF
528
BOK Financial
Oklahoma
$1.04M +$735K +7,347 +240%
WWM
529
Western Wealth Management
Colorado
$1.04M +$37K +368 +4%
FMN
530
Financial Management Network
California
$1.03M +$90.5K +922 +10%
BFA
531
Beaumont Financial Advisors
Massachusetts
$1.03M – – –
RDWM
532
Red Door Wealth Management
Tennessee
$1.02M -$1.31K -13 -0.1%
CHAM
533
Clear Harbor Asset Management
Connecticut
$1.02M -$7.85K -78 -0.8%
SWS
534
SYSTM Wealth Solutions
Illinois
$1.02M +$184K +1,832 +22%
AC
535
ASB Consultores
Florida
$1M +$1M +9,984 New
VA
536
Verdad Advisers
Massachusetts
$1M +$1M +9,950 New
ZF
537
Zhang Financial
Michigan
$996K -$76.5K -761 -7%
QT
538
Quantbot Technologies
New York
$993K -$2.19M -21,741 -69%
AIM
539
Aigen Investment Management
New York
$990K -$1.76M -17,491 -64%
SCP
540
Stamos Capital Partners
California
$986K +$390K +3,880 +66%
RIM
541
RW Investment Management
Idaho
$985K +$6.54K +65 +0.7%
DCM
542
Driehaus Capital Management
Illinois
$979K -$133K -1,325 -12%
YMRC
543
Yorktown Management & Research Company
Virginia
$976K – – –
AIMCA
544
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$976K – – –
KPWS
545
Kestra Private Wealth Services
Texas
$975K -$292K -2,905 -23%
I
546
InceptionR
California
$973K +$973K +9,678 New
MC
547
Moors & Cabot
Massachusetts
$972K +$18.2K +181 +2%
CNBT
548
Canandaigua National Bank & Trust
New York
$967K -$217K -2,154 -18%
AM
549
AGF Management
Ontario, Canada
$947K – – –
IMCOOI
550
Investment Management Corp of Ontario (IMCO)
Canada
$934K -$412K -4,100 -31%
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