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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 %
GT
676
Greenleaf Trust
Michigan
$310K +$6.46K +78 +2%
XT
677
XTX Topco
Cayman Islands
$307K +$307K +3,709 New
RFA
678
Resurgent Financial Advisors
Georgia
$307K – – –
WPWM
679
Western Pacific Wealth Management
Illinois
$307K +$11.2K +135 +4%
SF
680
Summit Financial
New Jersey
$306K +$28.8K +348 +10%
PGFC
681
Peapack-Gladstone Financial Corp
New Jersey
$305K +$83 +1 +0%
BW
682
Bison Wealth
Georgia
$304K -$5.47K -66 -2%
DAS
683
Dynamic Advisor Solutions
Arizona
$303K +$29.6K +364 +11%
Arrowstreet Capital
684
Arrowstreet Capital
Massachusetts
$303K +$303K +3,657 New
LMKC
685
L.M. Kohn & Company
Ohio
$302K – – –
WA
686
Wealth Alliance
New York
$301K +$301K +3,638 New
SP
687
Symmetry Partners
Connecticut
$301K -$110K -1,311 -27%
CLOS
688
Compagnie Lombard Odier SCmA
Switzerland
$300K – – –
TA
689
TFB Advisors
Kansas
$298K -$5.88K -71 -2%
AAS
690
Avantax Advisory Services
Texas
$296K +$16.2K +196 +6%
CNBTD
691
Citizens National Bank Trust Department
Mississippi
$295K – – –
GWM
692
Gitterman Wealth Management
New Jersey
$294K – – –
PAM
693
Panagora Asset Management
Massachusetts
$293K – – –
JIC
694
Johnson Investment Counsel
Ohio
$287K -$24K -290 -8%
AGC
695
Aspen Grove Capital
Colorado
$286K -$4.09K -49 -1%
SIM
696
Stratos Investment Management
Ohio
$284K +$284K +3,428 New
LA
697
Legacy Advisors
Pennsylvania
$283K +$283K +3,414 New
MOS
698
MGO One Seven
Ohio
$281K -$78.1K -942 -22%
GT
699
Glenview Trust
Kentucky
$280K -$355K -4,287 -56%
FL
700
FreeGulliver LLC
Louisiana
$279K +$279K +3,373 New
26 27
28
29 30