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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 %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$734K +$78.9K +604 +12%
MGWM
677
Marks Group Wealth Management
Minnesota
$726K -$82.5K -632 -10%
SAM
678
Strategy Asset Managers
California
$726K +$726K +5,556 New
FH
679
FWG Holdings
Florida
$717K +$11.3K +80 +2%
HNB
680
Huntington National Bank
Ohio
$715K +$185K +1,414 +35%
IIC
681
Integrated Investment Consultants
Michigan
$706K -$248K -1,902 -26%
FMLI
682
Fukoku Mutual Life Insurance
Japan
$706K +$706K +5,403 New
KIA
683
KCM Investment Advisors
California
$705K -$30.4K -233 -4%
HKAM
684
Horizon Kinetics Asset Management
New York
$700K +$39.2K +300 +6%
CWC
685
Carolinas Wealth Consulting
North Carolina
$695K +$54.1K +414 +8%
BP
686
BNP Paribas
France
$692K +$19.6K +150 +3%
SWA
687
Stratos Wealth Advisors
Ohio
$689K +$784 +6 +0.1%
9WM
688
9258 Wealth Management
Ohio
$683K -$12.7K -97 -2%
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$683K +$33.8K +259 +5%
AWM
690
Angeles Wealth Management
California
$682K +$682K +5,221 New
TFA
691
Toth Financial Advisory
Virginia
$679K +$320K +2,450 +89%
SWP
692
Stratos Wealth Partners
Ohio
$675K +$115K +879 +20%
OIS
693
Okabena Investment Services
Minnesota
$675K +$41K +314 +6%
MWM
694
MGB Wealth Management
Texas
$672K +$65.3K +500 +11%
RDWM
695
Red Door Wealth Management
Tennessee
$672K -$655K -5,016 -49%
NI
696
NFC Investments
Tennessee
$671K – – –
VFA
697
Valeo Financial Advisors
Indiana
$666K +$136K +1,045 +26%
PFS
698
Prospera Financial Services
Texas
$663K -$25.6K -196 -4%
SM
699
Sweeney & Michel
California
$661K +$979 +7 +0.1%
PWP
700
Principle Wealth Partners
Connecticut
$656K -$196K -1,500 -23%
26 27
28
29 30