KKR icon

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 %
LW
626
Linscomb Wealth
Texas
$737K – – –
Vontobel Holding
627
Vontobel Holding
Switzerland
$735K +$17.8K +169 +2%
IIC
628
Integrated Investment Consultants
Michigan
$735K – – –
S
629
SignatureFD
Georgia
$732K +$48.4K +460 +7%
FWP
630
Firethorn Wealth Partners
Georgia
$730K -$47.9K -455 -6%
CI
631
Cigna Investments
Connecticut
$729K +$4.21K +40 +0.6%
VPIM
632
Vanguard Personalized Indexing Management
California
$727K +$194K +1,841 +36%
SAG
633
SageView Advisory Group
California
$723K +$723K +6,871 New
GSEP
634
Golden State Equity Partners
California
$719K +$719K +6,835 New
AC
635
ASB Consultores
Florida
$716K -$335K -3,184 -32%
OCM
636
One Capital Management
California
$715K +$715K +6,792 New
CIS
637
Capital International Sarl
California
$714K +$714K +6,780 New
DT
638
Diversified Trust
Tennessee
$712K -$117K -1,108 -14%
MSAM
639
Moloney Securities Asset Management
Missouri
$705K -$26.7K -254 -4%
MFG
640
Merit Financial Group
Georgia
$702K -$18K -171 -2%
DM
641
Deerfield Management
New York
$691K +$180K +1,710 +35%
FBT
642
First Bank & Trust
South Dakota
$688K +$10.9K +104 +2%
PSP
643
Principal Street Partners
Tennessee
$687K -$14.8K -141 -2%
PWP
644
Principle Wealth Partners
Connecticut
$686K +$2.11K +20 +0.3%
WCA
645
Westover Capital Advisors
Delaware
$680K +$680K +6,465 New
CC
646
Centiva Capital
New York
$679K -$222K -2,109 -25%
VWA
647
Visionary Wealth Advisors
Illinois
$677K – – –
SDWIA
648
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$675K – – –
SPC
649
Sigma Planning Corp
Michigan
$674K +$6.1K +58 +0.9%
ONB
650
Old National Bancorp
Indiana
$673K -$25.5K -242 -4%
24 25
26
27 28