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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 %
BFA
551
Beaumont Financial Advisors
Massachusetts
$1.08M +$1.05K +10 +0.1%
TC
552
TownSquare Capital
Utah
$1.08M +$143K +1,363 +15%
D.E. Shaw & Co
553
D.E. Shaw & Co
New York
$1.07M -$81.9M -778,004 -99%
RDWM
554
Red Door Wealth Management
Tennessee
$1.07M -$737 -7 -0.1%
CHAM
555
Clear Harbor Asset Management
Connecticut
$1.07M – – –
TWM
556
TriaGen Wealth Management
California
$1.06M +$1.06M +10,027 New
RA
557
RFG Advisory
Alabama
$1.04M +$271K +2,571 +35%
RIM
558
RW Investment Management
Idaho
$1.03M -$2.84K -27 -0.3%
YMRC
559
Yorktown Management & Research Company
Virginia
$1.02M – – –
SAM
560
Sawgrass Asset Management
Florida
$1.02M +$120K +1,138 +13%
SCA
561
Snowden Capital Advisors
New York
$1.02M -$143K -1,357 -12%
NL
562
NVWM LLC
Pennsylvania
$1.01M +$1.01M +9,561 +38,244%
SPA
563
Sherbrooke Park Advisers
New York
$1M +$510K +4,850 +103%
AWM
564
Aries Wealth Management
Maine
$998K +$55.1K +524 +6%
AM
565
AGF Management
Ontario, Canada
$991K – – –
HFM
566
Harvest Fund Management
China
$983K +$201K +1,906 +26%
SCP
567
Stamos Capital Partners
California
$977K -$54.7K -520 -5%
BF
568
BOK Financial
Oklahoma
$972K -$123K -1,170 -11%
BPA
569
Beacon Pointe Advisors
California
$963K +$17.5K +166 +2%
VA
570
Vident Advisory
Georgia
$963K +$171K +1,627 +22%
EH
571
Equitable Holdings
New York
$960K +$34.7K +330 +4%
KIA
572
Kraematon Investment Advisors
Massachusetts
$958K -$16.2K -154 -2%
HI
573
Horizon Investments
North Carolina
$956K +$956K +9,084 New
PCM
574
Prelude Capital Management
New York
$950K +$508K +4,825 +115%
SWM
575
Segment Wealth Management
Texas
$931K – – –
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