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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 %
KeyBank National Association
526
KeyBank National Association
Ohio
$1.25M -$75.2K -715 -6%
HCA
527
Harbor Capital Advisors
Illinois
$1.25M +$2.63K +25 +0.2%
LOAMS
528
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.23M +$394K +3,748 +47%
GC
529
Gilbert & Cook
Iowa
$1.21M -$186K -1,766 -13%
SWM
530
Spire Wealth Management
Virginia
$1.19M -$59.7K -567 -5%
FFA
531
Farther Finance Advisors
California
$1.19M +$361K +3,458 +44%
SCM
532
Silvant Capital Management
Georgia
$1.18M – – –
OAM
533
Oppenheimer Asset Management
New York
$1.18M +$1.18M +11,238 New
CWM
534
Chemistry Wealth Management
New York
$1.18M +$22.2K +211 +2%
FMN
535
Financial Management Network
California
$1.18M +$62.3K +587 +6%
PP
536
Prudential plc
United Kingdom
$1.17M +$273K +2,590 +30%
MCM
537
MAI Capital Management
Ohio
$1.15M +$23.3K +221 +2%
SW
538
SVB Wealth
Massachusetts
$1.15M +$1.47K +14 +0.1%
DC
539
Davenport & Co
Virginia
$1.15M -$7.89K -75 -0.7%
TWM
540
Trueblood Wealth Management
Ohio
$1.14M -$1.68K -16 -0.1%
IMRF
541
Illinois Municipal Retirement Fund
Illinois
$1.13M – – –
Balyasny Asset Management
542
Balyasny Asset Management
Illinois
$1.12M -$73.2M -695,599 -98%
OIA
543
OneDigital Investment Advisors
Kansas
$1.12M +$601K +5,711 +116%
ZF
544
Zhang Financial
Michigan
$1.12M +$74.8K +711 +7%
HHGC
545
Hunting Hill Global Capital
New York
$1.1M – – –
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$1.79K +17 +0.2%
WWM
547
Western Wealth Management
Colorado
$1.09M – – –
PA
548
Profund Advisors
Maryland
$1.09M +$1.09M +10,333 New
MA
549
Mutual Advisors
Nebraska
$1.08M +$9.25K +78 +0.9%
Lazard Asset Management
550
Lazard Asset Management
New York
$1.08M -$296K -2,818 -21%
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