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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 %
GAM
676
Guinness Asset Management
United Kingdom
$544K -$77.8K -739 -13%
BP
677
BNP Paribas
France
$542K +$31.6K +300 +6%
NI
678
NFC Investments
Tennessee
$541K – – –
HKAM
679
Horizon Kinetics Asset Management
New York
$532K – – –
FA
680
Fountainhead AM
New Jersey
$531K – – –
TA
681
TFB Advisors
Kansas
$530K +$43.4K +412 +9%
DS
682
DRW Securities
Illinois
$529K -$2.67M -25,369 -83%
VAS
683
Vestmark Advisory Solutions
Massachusetts
$528K +$228K +2,165 +76%
CSPIA
684
Cary Street Partners Investment Advisory
Virginia
$523K -$23K -219 -4%
GT
685
Glenview Trust
Kentucky
$521K +$167K +1,590 +47%
CWC
686
Carolinas Wealth Consulting
North Carolina
$516K -$3.37K -32 -0.6%
TC
687
TradeLink Capital
Illinois
$516K +$516K +4,900 New
SIC
688
Samalin Investment Counsel
New York
$515K -$46.6K -443 -8%
MWM
689
MGB Wealth Management
Texas
$515K +$16.6K +150 +3%
OIS
690
Okabena Investment Services
Minnesota
$511K -$1.21M -11,469 -70%
EIA
691
Edgemoor Investment Advisors
Maryland
$509K – – –
EA
692
Emerald Advisers
Pennsylvania
$509K +$509K +4,836 New
PCIA
693
Prime Capital Investment Advisors
Kansas
$506K -$1.66M -15,818 -77%
DSC
694
Duncker Streett & Co
Missouri
$505K – – –
TW
695
TrinityPoint Wealth
Connecticut
$504K -$3.68K -35 -0.7%
SM
696
Sweeney & Michel
California
$499K +$739 +7 +0.1%
FC
697
Fusion Capital
South Carolina
$496K +$737 +7 +0.1%
AFS
698
Aft Forsyth & Sober
Florida
$495K – – –
EB
699
Emprise Bank
Kansas
$493K – – –
CAG
700
Crestwood Advisors Group
Massachusetts
$490K +$9.89K +94 +2%
26 27
28
29 30