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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 %
FCCM
676
First City Capital Management
Georgia
$478K – – –
FC
677
Fusion Capital
South Carolina
$474K +$805 +8 +0.2%
FH
678
FWG Holdings
Florida
$473K -$61.1K -598 -11%
AFS
679
Aft Forsyth & Sober
Florida
$473K – – –
SPA
680
Sherbrooke Park Advisers
New York
$472K +$472K +4,696 New
EB
681
Emprise Bank
Kansas
$471K +$471K +4,681 New
AWM
682
Apollon Wealth Management
South Carolina
$467K -$152K -1,507 -25%
CAG
683
Crestwood Advisors Group
Massachusetts
$459K +$187K +1,858 +69%
MC
684
Maverick Capital
Texas
$458K +$458K +4,550 New
FM
685
Family Management
New York
$456K – – –
RFN
686
RDA Financial Network
Iowa
$456K -$8.35K -83 -2%
CWM
687
Calamos Wealth Management
Illinois
$455K – – –
KI
688
Keystone Investors
Singapore
$455K +$455K +4,528 New
AWM
689
Avior Wealth Management
Nebraska
$453K +$453K +4,508 New
MWM
690
MGB Wealth Management
Texas
$453K -$60.3K -600 -12%
BIM
691
Baldwin Investment Management
Pennsylvania
$453K – – –
SDWMA
692
Schneider Downs Wealth Management Advisors
Pennsylvania
$453K – – –
DIA
693
Dana Investment Advisors
Wisconsin
$450K -$247K -2,452 -35%
GA
694
Gateway Advisory
New Jersey
$448K -$5.03K -50 -1%
EW
695
Evoke Wealth
California
$444K +$444K +4,416 New
TA
696
TFB Advisors
Kansas
$440K +$97.2K +1,022 +28%
FHA
697
First Horizon Advisors
Tennessee
$438K -$63.9K -635 -13%
MAS
698
Meeder Advisory Services
Ohio
$434K +$46.6K +463 +12%
PFS
699
Prospera Financial Services
Texas
$434K -$50.9K -506 -11%
MA
700
MONECO Advisors
Connecticut
$430K +$9.15K +91 +2%
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