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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 %
DI
576
Diligent Investors
California
$546K -$24.8K -299 -4%
WF
577
Welch & Forbes
Massachusetts
$543K – – –
MYAM
578
Meiji Yasuda Asset Management
Japan
$539K -$17.4K -210 -3%
PWP
579
Principle Wealth Partners
Connecticut
$539K – – –
ASN
580
Advisory Services Network
Georgia
$538K -$32.9K -397 -6%
NSG
581
Nalls Sherbakoff Group
Tennessee
$526K – – –
FA
582
Fountainhead AM
New Jersey
$517K -$124K -1,494 -19%
QWP
583
Quotient Wealth Partners
Texas
$513K +$513K +6,196 New
AWM
584
Apollon Wealth Management
South Carolina
$509K +$198K +2,387 +63%
LSAG
585
Lake Street Advisors Group
New Hampshire
$508K +$508K +6,132 New
CG
586
Cutler Group
California
$507K +$268K +3,239 +112%
AWA
587
Arete Wealth Advisors
Illinois
$504K -$108K -1,304 -18%
Wolverine Trading
588
Wolverine Trading
Illinois
$502K -$687K -8,288 -58%
BCWM
589
Bartlett & Co Wealth Management
Ohio
$501K -$25.1K -300 -5%
BC
590
Bartlett & Co
Ohio
$501K -$25.1K -300 -5%
ONB
591
Old National Bancorp
Indiana
$500K -$68.8K -830 -12%
S
592
SignatureFD
Georgia
$500K +$58.4K +705 +13%
Lazard Asset Management
593
Lazard Asset Management
New York
$497K – – –
CIC
594
Carnegie Investment Counsel
Ohio
$494K +$83 +1 +0%
SCP
595
Stamos Capital Partners
California
$490K -$901K -10,880 -65%
HAG
596
HighPoint Advisor Group
Illinois
$489K +$489K +4,851 New
AA
597
Auxano Advisors
Washington
$488K +$488K +5,895 New
TCA
598
Transcend Capital Advisors
New Jersey
$479K +$27.2K +328 +6%
SIC
599
Samalin Investment Counsel
New York
$479K -$7.46K -90 -2%
GLA
600
Good Life Advisors
Pennsylvania
$469K +$8.04K +97 +2%
22 23
24
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