KKR icon

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 %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$543K -$60.3K -600 -10%
PCM
652
Penserra Capital Management
California
$537K +$490K +4,881 +1,041%
SIC
653
Samalin Investment Counsel
New York
$537K -$44.8K -445 -8%
IC
654
IEQ Capital
California
$528K +$55.4K +551 +12%
LSAG
655
Lake Street Advisors Group
New Hampshire
$526K -$90.7K -902 -15%
CSPIA
656
Cary Street Partners Investment Advisory
Virginia
$522K +$106K +1,057 +26%
NI
657
NFC Investments
Tennessee
$517K +$517K +5,140 New
BTWM
658
Baker Tilly Wealth Management
Wisconsin
$517K -$10.3K -102 -2%
Lido Advisors
659
Lido Advisors
California
$510K -$50.6K -503 -9%
VPIM
660
Vanguard Personalized Indexing Management
California
$510K +$23.4K +233 +5%
HKAM
661
Horizon Kinetics Asset Management
New York
$509K – – –
FA
662
Fountainhead AM
New Jersey
$507K -$120K -1,191 -19%
MA
663
MYDA Advisors
New York
$503K +$503K +5,000 New
RIM
664
Rakuten Investment Management
Japan
$501K +$459K +4,566 +1,108%
OIA
665
OneDigital Investment Advisors
Kansas
$497K +$33.1K +329 +7%
CWC
666
Carolinas Wealth Consulting
North Carolina
$497K +$414K +4,117 +501%
ICM
667
Islay Capital Management
Texas
$491K – – –
DM
668
Deerfield Management
New York
$489K -$75.7K -753 -13%
BP
669
BNP Paribas
France
$488K +$488K +4,850 New
EIA
670
Edgemoor Investment Advisors
Maryland
$487K – – –
HAG
671
HighPoint Advisor Group
Illinois
$486K -$602 -6 -0.1%
EAM
672
Eschler Asset Management
United Kingdom
$486K – – –
TW
673
TrinityPoint Wealth
Connecticut
$485K – – –
SM
674
Sweeney & Michel
California
$483K +$483K +4,717 New
DSC
675
Duncker Streett & Co
Missouri
$483K – – –
25 26
27
28 29