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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
651
Gladstone Institutional Advisory
Florida
$821K +$821K +6,288 New
ETC
652
Exchange Traded Concepts
Oklahoma
$819K +$811K +6,213 +10,185%
WF
653
Welch & Forbes
Massachusetts
$816K – – –
DI
654
Diligent Investors
California
$813K -$9.79K -75 -1%
AWA
655
Arete Wealth Advisors
Illinois
$804K -$122K -936 -13%
CG
656
Caprock Group
Idaho
$798K +$346K +2,651 +77%
A
657
Allianz
Germany
$798K +$537K +4,110 +206%
OCM
658
One Capital Management
California
$794K -$93.4K -715 -11%
FCP
659
Fidelis Capital Partners
Florida
$786K -$4.3K -31 -0.5%
SPC
660
Spirepoint Private Client
Florida
$785K +$1.31K +10 +0.2%
OWP
661
Obermeyer Wealth Partners
Colorado
$778K -$148K -1,134 -16%
PMG
662
ProVise Management Group
Florida
$777K -$227K -1,740 -23%
GLA
663
Good Life Advisors
Pennsylvania
$770K +$25.7K +197 +3%
TA
664
TFB Advisors
Kansas
$765K +$107K +821 +16%
MFG
665
Merit Financial Group
Georgia
$761K -$110K -843 -13%
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$758K +$73.3K +561 +11%
PFA
667
Petra Financial Advisors
Colorado
$750K +$750K +5,741 New
CW
668
CIC Wealth
Maryland
$750K +$7.18K +55 +1%
PSP
669
Principal Street Partners
Tennessee
$749K -$92.1K -714 -11%
GT
670
Glenview Trust
Kentucky
$744K +$97.3K +745 +15%
GT
671
Greenleaf Trust
Michigan
$743K +$238K +1,824 +47%
SAG
672
SageView Advisory Group
California
$741K -$156K -1,197 -17%
BP
673
Ballentine Partners
Massachusetts
$738K +$489K +3,744 +196%
IAS
674
Insigneo Advisory Services
Florida
$738K +$221K +1,693 +43%
Connor, Clark & Lunn Investment Management (CC&L)
675
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$736K – – –
25 26
27
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