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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 %
RA
601
RFG Advisory
Alabama
$737K +$485K +4,822 +193%
IIC
602
Integrated Investment Consultants
Michigan
$735K +$68.4K +680 +10%
OWP
603
Obermeyer Wealth Partners
Colorado
$713K +$503 +5 +0.1%
FCP
604
Fidelis Capital Partners
Florida
$713K +$155K +1,543 +28%
LW
605
Linscomb Wealth
Texas
$704K – – –
MFG
606
Mosaic Financial Group
Illinois
$704K +$704K +7,000 New
MGWM
607
Marks Group Wealth Management
Minnesota
$701K -$51.1K -508 -7%
MSAM
608
Moloney Securities Asset Management
Missouri
$699K -$20K -199 -3%
SPIS
609
Steward Partners Investment Solutions
Oregon
$699K +$699K +6,948 New
CI
610
Cigna Investments
Connecticut
$693K -$11.6K -115 -2%
GCP
611
GSA Capital Partners
United Kingdom
$692K +$692K +6,881 New
AIG
612
American International Group
New York
$689K -$3.22K -32 -0.5%
Vontobel Holding
613
Vontobel Holding
Switzerland
$686K -$178K -1,773 -21%
HWM
614
HB Wealth Management
Georgia
$684K +$16.2K +161 +2%
CCG
615
Capital CS Group
California
$673K +$673K +6,689 New
PSP
616
Principal Street Partners
Tennessee
$671K -$130K -1,289 -16%
ONB
617
Old National Bancorp
Indiana
$667K +$59.8K +595 +10%
DI
618
Diligent Investors
California
$663K – – –
PWP
619
Principle Wealth Partners
Connecticut
$654K – – –
S
620
SignatureFD
Georgia
$653K +$46.2K +459 +8%
QCM
621
Quantinno Capital Management
New York
$653K +$96.8K +963 +17%
MFG
622
Merit Financial Group
Georgia
$650K +$120K +1,266 +23%
GAA
623
Global Assets Advisory
Florida
$650K +$650K +65,000 New
VWA
624
Visionary Wealth Advisors
Illinois
$647K -$28.3K -281 -4%
FBT
625
First Bank & Trust
South Dakota
$647K +$77.8K +774 +14%
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25
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