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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 %
SRC
601
Sage Rhino Capital
California
$836K +$3.05K +29 +0.4%
PA
602
Parallel Advisors
California
$833K +$26.2K +249 +3%
BCM
603
Bayesian Capital Management
New York
$831K -$1.21M -11,526 -59%
GI
604
GAMMA Investing
California
$823K +$23.7K +225 +3%
DWP
605
Daymark Wealth Partners
Ohio
$821K +$821K +7,797 New
IC
606
IEQ Capital
California
$820K +$267K +2,537 +48%
CF
607
Centaurus Financial
California
$812K +$10.3K +98 +1%
SGA
608
Seaport Global Advisors
Massachusetts
$812K +$812K +7,713 New
PMG
609
ProVise Management Group
Florida
$809K – – –
IFWM
610
Institute for Wealth Management
Colorado
$806K -$11.5K -109 -1%
P
611
&Partners
Tennessee
$797K +$512K +4,868 +180%
PI
612
PGGM Investments
Netherlands
$785K -$572K -5,432 -42%
MAS
613
Meeder Advisory Services
Ohio
$782K +$328K +3,119 +72%
BAMCO Inc
614
BAMCO Inc
New York
$779K +$779K +7,400 New
MC
615
Moors & Cabot
Massachusetts
$774K -$243K -2,306 -24%
NA
616
NewEdge Advisors
Louisiana
$770K +$103K +976 +15%
Jones Financial Companies
617
Jones Financial Companies
Missouri
$770K +$732K +6,957 +1,954%
MA
618
MJP Associates
Connecticut
$765K +$190K +1,807 +33%
FTWA
619
Fifth Third Wealth Advisors
Ohio
$756K +$534K +5,071 +240%
Tudor Investment Corp
620
Tudor Investment Corp
Connecticut
$755K +$755K +7,176 New
HWM
621
HB Wealth Management
Georgia
$749K +$33.2K +315 +5%
AWA
622
Arete Wealth Advisors
Illinois
$748K +$748K +7,109 New
DAS
623
Dynamic Advisor Solutions
Arizona
$746K -$30.2K -287 -4%
OWP
624
Obermeyer Wealth Partners
Colorado
$746K – – –
AIP
625
Ameritas Investment Partners
Nebraska
$737K +$737K +7,004 New
23 24
25
26 27