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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 %
SDWIA
626
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$645K -$352K -3,499 -35%
SPC
627
Sigma Planning Corp
Michigan
$639K +$639K +6,350 New
NA
628
NewEdge Advisors
Louisiana
$638K +$199K +1,978 +45%
RIM
629
Redwood Investment Management
Arizona
$637K -$129K -1,279 -17%
WF
630
Welch & Forbes
Massachusetts
$631K -$27.7K -275 -4%
SWA
631
Stratos Wealth Advisors
Ohio
$626K -$134K -1,334 -18%
GC
632
Guggenheim Capital
Illinois
$621K +$166K +1,646 +36%
SPC
633
Spirepoint Private Client
Florida
$617K +$617K +6,132 New
N
634
Numerai
California
$609K +$291K +2,892 +92%
FTDI
635
First Trust Direct Indexing
Massachusetts
$606K -$250K -2,489 -29%
GAM
636
Guinness Asset Management
United Kingdom
$594K -$106K -1,058 -15%
CW
637
CIC Wealth
Maryland
$592K +$134K +1,330 +29%
STA
638
Summit Trail Advisors
New York
$592K +$148K +1,472 +33%
CIC
639
Carnegie Investment Counsel
Ohio
$579K -$21K -209 -4%
FPAS
640
Focus Partners Advisor Solutions
Missouri
$573K +$573K +5,695 New
GLA
641
Good Life Advisors
Pennsylvania
$571K +$805 +8 +0.1%
9WM
642
9258 Wealth Management
Ohio
$568K +$81.9K +814 +17%
KIA
643
KCM Investment Advisors
California
$567K – – –
PRC
644
Pearl River Capital
Michigan
$565K +$565K +5,616 New
Simplex Trading
645
Simplex Trading
Illinois
$558K -$164K -1,628 -23%
MA
646
MJP Associates
Connecticut
$550K +$550K +5,466 New
AFA
647
Arlington Financial Advisors
California
$550K – – –
Axa
648
Axa
France
$546K -$1.71K -17 -0.3%
CGH
649
Crossmark Global Holdings
Texas
$545K +$115K +1,146 +27%
SQA
650
Simon Quick Advisors
New Jersey
$545K +$545K +5,415 New
24 25
26
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