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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 %
KIA
551
Kraematon Investment Advisors
Massachusetts
$931K -$151K -1,498 -14%
MC
552
Machina Capital
France
$931K -$21.1K -210 -2%
LA
553
LBP AM
France
$928K +$258K +2,565 +38%
MA
554
Mutual Advisors
Nebraska
$911K +$6.54K +65 +0.7%
VEA
555
Virtus ETF Advisers
New York
$907K +$907K +9,020 New
BPA
556
Beacon Pointe Advisors
California
$904K -$118K -1,169 -12%
AWM
557
Aries Wealth Management
Maine
$901K -$10.1K -100 -1%
TC
558
TownSquare Capital
Utah
$891K -$33.3K -331 -4%
SWM
559
Segment Wealth Management
Texas
$890K – – –
EH
560
Equitable Holdings
New York
$885K -$86.8K -863 -9%
QI
561
Qtron Investments
Massachusetts
$876K -$143K -1,421 -14%
FG
562
Fiduciary Group
Georgia
$875K – – –
Walleye Trading
563
Walleye Trading
New York
$875K +$875K +8,697 New
YCM
564
Yousif Capital Management
Michigan
$873K +$75.9K +755 +10%
SM
565
Sciencast Management
New Jersey
$870K -$1.02M -10,147 -54%
EIP
566
Epoch Investment Partners
New York
$870K -$113K -1,127 -12%
EGA
567
E&G Advisors
Texas
$868K -$10.1K -100 -1%
GP
568
Gridiron Partners
Pennsylvania
$867K – – –
VF
569
Virtu Financial
New York
$865K -$3.82M -37,923 -82%
DLA
570
Douglas Lane & Associates
New York
$864K -$283K -2,813 -25%
SAM
571
Sawgrass Asset Management
Florida
$861K -$30.2K -300 -3%
CC
572
Centiva Capital
New York
$861K +$861K +8,558 New
PP
573
Prudential plc
United Kingdom
$856K -$1.2M -11,922 -58%
SSW
574
Smith Shellnut Wilson
Mississippi
$856K – – –
LA
575
Legacy Advisors
Pennsylvania
$850K +$507K +5,040 +148%
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