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 %
DI
651
Diligent Investors
California
$663K -$30.5K -290 -4%
WF
652
Welch & Forbes
Massachusetts
$660K -$2.64K -25 -0.4%
HAG
653
HighPoint Advisor Group
Illinois
$659K +$78.1K +651 +13%
MGWM
654
Marks Group Wealth Management
Minnesota
$651K -$82.5K -784 -11%
KI
655
Keystone Investors
Singapore
$640K +$163K +1,553 +34%
SPC
656
Spirepoint Private Client
Florida
$631K -$13.9K -132 -2%
SF
657
Summit Financial
New Jersey
$630K +$271K +2,575 +75%
EGM
658
Engineers Gate Manager
New York
$623K -$2.44M -23,198 -80%
DTL
659
Dynamic Technology Lab
Singapore
$622K +$411K +3,909 +195%
FCP
660
Fidelis Capital Partners
Florida
$621K -$151K -1,385 -20%
GLA
661
Good Life Advisors
Pennsylvania
$600K +$3.16K +30 +0.5%
CW
662
CIC Wealth
Maryland
$598K -$21K -200 -3%
ZB
663
Zions Bancorporation
Utah
$593K +$268K +2,542 +82%
Connor, Clark & Lunn Investment Management (CC&L)
664
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$593K +$151K +1,435 +34%
KIA
665
KCM Investment Advisors
California
$593K – – –
FH
666
FWG Holdings
Florida
$592K +$45.4K +385 +8%
CIA
667
Concurrent Investment Advisors
Florida
$584K -$517K -4,909 -47%
CIC
668
Carnegie Investment Counsel
Ohio
$579K -$27.3K -259 -4%
Acadian Asset Management
669
Acadian Asset Management
Massachusetts
$576K -$995K -9,480 -63%
BCWM
670
Bartlett & Co Wealth Management
Ohio
$568K – – –
9WM
671
9258 Wealth Management
Ohio
$561K -$33.2K -315 -6%
BFM
672
Boothbay Fund Management
New York
$557K -$2.68M -25,434 -83%
PFS
673
Prospera Financial Services
Texas
$555K +$102K +966 +22%
SWA
674
Stratos Wealth Advisors
Ohio
$555K -$100K -951 -15%
BTWM
675
Baker Tilly Wealth Management
Wisconsin
$552K +$11.2K +106 +2%
25 26
27
28 29