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KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
651
Avior Wealth Management
Nebraska
$1.2M +$74.8K +506 +7%
A
652
Allianz
Germany
$1.19M +$280K +1,890 +31%
AFWM
653
AMJ Financial Wealth Management
Virginia
$1.18M -$50.7K -343 -4%
SRC
654
Sage Rhino Capital
California
$1.18M +$740 +5 +0.1%
VAS
655
Vestmark Advisory Solutions
Massachusetts
$1.18M +$348K +2,351 +42%
GRP
656
Global Retirement Partners
California
$1.17M +$582K +3,933 +99%
CCM
657
Corsair Capital Management
New York
$1.16M -$27.8K -188 -2%
SAM
658
Sawgrass Asset Management
Florida
$1.16M -$276K -1,865 -19%
VT
659
Vise Technologies
New York
$1.16M +$677K +4,579 +142%
TAM
660
Trust Asset Management
Texas
$1.14M – – –
MC
661
Moors & Cabot
Massachusetts
$1.14M +$57.2K +387 +5%
VIM
662
Vinva Investment Management
Australia
$1.12M -$2.27M -15,311 -67%
CG
663
Caprock Group
Idaho
$1.12M +$215K +1,453 +24%
IFWM
664
Institute for Wealth Management
Colorado
$1.12M – – –
FTWA
665
Fifth Third Wealth Advisors
Ohio
$1.11M -$592 -4 -0.1%
IAS
666
Insigneo Advisory Services
Florida
$1.11M +$278K +1,877 +33%
UFF
667
USA Financial Formulas
Michigan
$1.11M +$98.5K +666 +10%
GC
668
Grange Capital
Oregon
$1.1M +$1.1M +7,470 New
DAS
669
Dynamic Advisor Solutions
Arizona
$1.1M -$10.8K -73 -1%
CNBT
670
Canandaigua National Bank & Trust
New York
$1.09M -$141K -954 -11%
DWM
671
Darwin Wealth Management
Florida
$1.09M +$963K +6,511 +747%
FBT
672
First Bank & Trust
South Dakota
$1.08M +$81.9K +554 +8%
QI
673
Qtron Investments
Massachusetts
$1.07M -$149K -1,009 -12%
Verition Fund Management
674
Verition Fund Management
Connecticut
$1.07M +$628K +4,245 +143%
YMRC
675
Yorktown Management & Research Company
Virginia
$1.06M – – –
25 26
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