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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 %
MGWM
551
Marks Group Wealth Management
Minnesota
$620K +$12.1K +146 +2%
OAM
552
Oxford Asset Management
United Kingdom
$618K +$618K +7,458 New
SFA
553
Sequoia Financial Advisors
Ohio
$601K +$45.3K +547 +8%
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$598K -$30.3K -365 -5%
Simplex Trading
555
Simplex Trading
Illinois
$594K +$594K +7,176 New
FFO
556
Fiduciary Family Office
Florida
$593K +$593K +7,157 New
MSAM
557
Moloney Securities Asset Management
Missouri
$592K +$83 +1 +0%
OWP
558
Obermeyer Wealth Partners
Colorado
$587K – – –
FFN
559
Focus Financial Network
Minnesota
$582K +$582K +7,028 New
GSEP
560
Golden State Equity Partners
California
$580K -$10.4K -125 -2%
CI
561
Cigna Investments
Connecticut
$580K +$15.9K +192 +3%
LW
562
Linscomb Wealth
Texas
$580K -$42.7K -515 -7%
ICM
563
Ionic Capital Management
New York
$580K +$580K +7,000 New
GAM
564
Guinness Asset Management
United Kingdom
$577K -$50.2K -606 -8%
DIA
565
Dana Investment Advisors
Wisconsin
$574K +$14.2K +171 +3%
BC
566
Bridgefront Capital
Texas
$571K +$571K +6,896 New
AIG
567
American International Group
New York
$570K +$580 +7 +0.1%
NW
568
NewEdge Wealth
Pennsylvania
$568K +$35.6K +430 +7%
VWA
569
Visionary Wealth Advisors
Illinois
$556K -$33.1K -400 -6%
FFA
570
Farther Finance Advisors
California
$553K +$51K +615 +10%
LA
571
LBP AM
France
$552K – – –
HWM
572
HB Wealth Management
Georgia
$550K +$49.2K +594 +10%
IIC
573
Integrated Investment Consultants
Michigan
$549K +$149K +1,801 +37%
VA
574
Vident Advisory
Georgia
$549K +$261K +3,148 +91%
CGIM
575
Cannon Global Investment Management
Florida
$547K -$638K -7,700 -54%
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