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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 %
BCM
651
BlueCrest Capital Management
Jersey
$356K +$356K +4,300 New
CGH
652
Crossmark Global Holdings
Texas
$355K +$31K +374 +10%
CIA
653
Concurrent Investment Advisors
Florida
$351K +$351K +4,236 New
BHCM
654
Boulder Hill Capital Management
New York
$348K +$348K +4,200 New
MA
655
MONECO Advisors
Connecticut
$347K – – –
AWM
656
Axxcess Wealth Management
California
$346K +$346K +4,182 New
FSA
657
Fort Sheridan Advisors
Illinois
$346K +$8.53K +103 +3%
PPWP
658
Premier Path Wealth Partners
New Jersey
$345K +$345K +4,165 New
WPW
659
Watershed Private Wealth
Illinois
$344K – – –
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$343K +$258K +3,116 +306%
EI
661
Ethic Inc
New York
$337K -$324K -3,913 -49%
ESB
662
Essex Savings Bank
Connecticut
$336K +$336K +4,057 New
VVP
663
Venture Visionary Partners
Ohio
$335K -$16.5K -199 -5%
HCM
664
Hodges Capital Management
Texas
$332K +$414 +5 +0.1%
KAM
665
Knightsbridge Asset Management
California
$331K +$5.05K +61 +2%
OA
666
Operose Advisors
Wisconsin
$325K – – –
TWM
667
Tradition Wealth Management
Minnesota
$324K – – –
ECG
668
Edge Capital Group
Georgia
$323K – – –
MAS
669
Meeder Advisory Services
Ohio
$319K +$319K +3,850 New
AL
670
ADE LLC
Maryland
$315K – – –
MIS
671
Morningstar Investment Services
Illinois
$315K +$315K +3,768 New
UB
672
UMB Bank
Missouri
$315K – – –
DGAM
673
Desjardins Global Asset Management
Quebec, Canada
$312K +$4.23K +51 +1%
TC
674
TAGStone Capital
North Carolina
$311K +$663 +8 +0.2%
SIM
675
SSI Investment Management
California
$311K -$1.16K -14 -0.4%
25 26
27
28 29