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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 %
PFS
626
Prospera Financial Services
Texas
$399K -$10.9K -132 -3%
EAM
627
Eschler Asset Management
United Kingdom
$399K – – –
DSC
628
Duncker Streett & Co
Missouri
$398K – – –
FCCM
629
First City Capital Management
Georgia
$394K – – –
IC
630
IEQ Capital
California
$390K -$49.8K -601 -11%
FC
631
Fusion Capital
South Carolina
$389K +$911 +11 +0.2%
AFS
632
Aft Forsyth & Sober
Florida
$389K – – –
AWA
633
Arkadios Wealth Advisors
Georgia
$387K +$22.1K +267 +6%
OIA
634
OneDigital Investment Advisors
Kansas
$382K +$382K +4,615 New
RFN
635
RDA Financial Network
Iowa
$382K +$3.48K +42 +0.9%
CW
636
CIC Wealth
Maryland
$377K +$377K +4,555 New
FM
637
Family Management
New York
$376K -$121K -1,465 -24%
CWM
638
Calamos Wealth Management
Illinois
$375K -$8.95K -108 -2%
GC
639
Guggenheim Capital
Illinois
$375K -$379K -4,571 -50%
SDWMA
640
Schneider Downs Wealth Management Advisors
Pennsylvania
$373K – – –
GA
641
Gateway Advisory
New Jersey
$373K – – –
BIM
642
Baldwin Investment Management
Pennsylvania
$373K +$373K +4,500 New
RFA
643
Register Financial Advisors
Georgia
$368K +$249 +3 +0.1%
CCA
644
Clearwater Capital Advisors
Illinois
$366K -$35.5K -429 -9%
STA
645
Summit Trail Advisors
New York
$365K +$31K +374 +9%
UM
646
UniSuper Management
Australia
$365K – – –
Allspring Global Investments
647
Allspring Global Investments
North Carolina
$364K +$359K +4,332 +6,564%
NA
648
NewEdge Advisors
Louisiana
$362K +$33.5K +404 +10%
SAG
649
SageView Advisory Group
California
$357K +$357K +4,063 New
KA
650
Kovack Advisors
Florida
$357K -$19K -229 -5%
24 25
26
27 28