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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 %
ASN
526
Advisory Services Network
Georgia
$2.27M +$500K +3,382 +28%
FFA
527
Farther Finance Advisors
California
$2.25M +$514K +3,474 +30%
CAMG
528
CWA Asset Management Group
Florida
$2.24M +$185K +1,248 +9%
IIM
529
INTECH Investment Management
Florida
$2.22M +$975K +6,592 +78%
YLHM
530
Yelin Lapidot Holdings Management
Israel
$2.19M – – –
ACA
531
Atlas Capital Advisors
Wyoming
$2.19M -$14.6K -99 -0.7%
CA
532
Clearstead Advisors
Ohio
$2.18M -$1.19M -8,029 -35%
DKCM
533
Davidson Kahn Capital Management
California
$2.17M +$2.17M +14,696 New
LFAS
534
Level Four Advisory Services
Texas
$2.15M +$88K +595 +4%
FMN
535
Financial Management Network
California
$2.12M +$247K +1,624 +13%
AT
536
Avalon Trust
New Mexico
$2.12M +$3.85K +26 +0.2%
RA
537
RiverPark Advisors
New York
$2.11M -$139K -937 -6%
BCM
538
Bayesian Capital Management
New York
$2.09M +$1.08M +7,300 +106%
BBVA
539
Banco Bilbao Vizcaya Argentaria
Spain
$2.09M -$1.05M -7,111 -33%
SC
540
Scotia Capital
Ontario, Canada
$2.08M +$1.78M +12,054 +596%
MFG
541
Mosaic Financial Group
Illinois
$2.07M – – –
CIA
542
Choate Investment Advisors
Massachusetts
$2.06M +$34.5K +233 +2%
FNBSF
543
First National Bank Sioux Falls
South Dakota
$2.05M – – –
Mercer Global Advisors
544
Mercer Global Advisors
Colorado
$2.04M -$1.57M -10,582 -43%
IWM
545
IHT Wealth Management
Illinois
$2.03M -$64.8K -438 -3%
MNBTD
546
Moody National Bank Trust Division
Texas
$2.02M -$111K -752 -5%
QT
547
Quantbot Technologies
New York
$2.02M +$2.02M +13,648 New
DWM
548
Dakota Wealth Management
Florida
$2.01M -$172K -1,161 -8%
CLGM
549
Capitolis Liquid Global Markets
New York
$2.01M – – –
AWM
550
Apollon Wealth Management
South Carolina
$1.97M +$868K +5,869 +79%
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