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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 %
FFM
576
Forum Financial Management
Illinois
$850K – – –
PAM
577
Paradigm Asset Management
New York
$825K -$226K -2,250 -22%
ARC
578
Advisor Resource Council
Texas
$825K +$825K +9,953 New
SF
579
Synovus Financial
Georgia
$817K -$403 -4 -0%
GWMIA
580
Global Wealth Management Investment Advisory
Florida
$816K -$12.3K -122 -1%
MYAM
581
Meiji Yasuda Asset Management
Japan
$813K +$158K +1,570 +24%
CCM
582
Corsair Capital Management
New York
$812K -$11K -109 -1%
HMS
583
Hanseatic Management Services
New Mexico
$811K +$23.5K +234 +3%
LOAMS
584
Lombard Odier Asset Management (Switzerland)
Switzerland
$797K +$797K +7,920 New
SRC
585
Sage Rhino Capital
California
$796K +$805 +8 +0.1%
DT
586
Diversified Trust
Tennessee
$792K -$3.52K -35 -0.4%
FFA
587
Farther Finance Advisors
California
$791K +$124K +1,235 +19%
Carson Wealth (CWM LLC)
588
Carson Wealth (CWM LLC)
Nebraska
$783K +$57.3K +570 +8%
IFWM
589
Institute for Wealth Management
Colorado
$781K +$269K +2,679 +53%
HT
590
Headlands Technologies
Illinois
$777K -$437K -4,343 -36%
FF
591
Friedenthal Financial
New Jersey
$775K +$775K +7,710 New
PMG
592
ProVise Management Group
Florida
$773K -$482K -4,789 -38%
PA
593
Parallel Advisors
California
$771K +$17.3K +172 +2%
TCA
594
Transcend Capital Advisors
New Jersey
$769K +$187K +1,857 +32%
CF
595
Centaurus Financial
California
$766K +$622K +6,184 +432%
GI
596
GAMMA Investing
California
$764K +$29.2K +290 +4%
VA
597
Vident Advisory
Georgia
$757K +$90.5K +900 +14%
HFM
598
Harvest Fund Management
China
$746K +$513K +5,100 +220%
FWP
599
Firethorn Wealth Partners
Georgia
$743K -$33.7K -335 -4%
DAS
600
Dynamic Advisor Solutions
Arizona
$742K +$367K +3,647 +98%
22 23
24
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