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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 %
FBT
601
First Bank & Trust
South Dakota
$469K +$63K +760 +16%
KIA
602
KCM Investment Advisors
California
$467K -$8.53K -103 -2%
EWA
603
EP Wealth Advisors
California
$466K +$125K +1,512 +37%
DM
604
Deerfield Management
New York
$465K +$465K +5,610 New
MFG
605
Merit Financial Group
Georgia
$462K +$462K +5,576 New
Lido Advisors
606
Lido Advisors
California
$462K +$15.9K +192 +4%
FCP
607
Fidelis Capital Partners
Florida
$460K +$104K +1,250 +29%
QCM
608
Quantinno Capital Management
New York
$458K +$168K +2,030 +58%
AFA
609
Arlington Financial Advisors
California
$453K -$33.1K -400 -7%
Axa
610
Axa
France
$452K +$452K +5,450 New
QCM
611
QRG Capital Management
Illinois
$447K +$2.65K +32 +0.6%
DWM
612
Dakota Wealth Management
Florida
$446K +$9.69K +117 +2%
BTWM
613
Baker Tilly Wealth Management
Wisconsin
$434K -$188K -2,271 -30%
FH
614
FWG Holdings
Florida
$429K +$7.23K +88 +2%
MWM
615
MGB Wealth Management
Texas
$423K +$423K +5,100 New
IFWM
616
Institute for Wealth Management
Colorado
$421K -$37.5K -453 -8%
HKAM
617
Horizon Kinetics Asset Management
New York
$419K – – –
Nisa Investment Advisors
618
Nisa Investment Advisors
Missouri
$417K +$75.8K +915 +22%
FHA
619
First Horizon Advisors
Tennessee
$413K – – –
DILIC
620
Dai-ichi Life Insurance Company
Japan
$412K -$2.07M -25,000 -83%
ICM
621
Islay Capital Management
Texas
$404K +$394K +4,756 +3,805%
EIA
622
Edgemoor Investment Advisors
Maryland
$401K – – –
VPIM
623
Vanguard Personalized Indexing Management
California
$401K -$105K -1,272 -21%
9WM
624
9258 Wealth Management
Ohio
$400K +$83 +1 +0%
TW
625
TrinityPoint Wealth
Connecticut
$399K +$2.15K +26 +0.5%
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25
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