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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 %
CHA
701
Carmichael Hill & Associates
Maryland
$279K +$663 +8 +0.2%
DWT
702
Dorsey & Whitney Trust
South Dakota
$275K -$4.72K -57 -2%
OAM
703
Ostrum Asset Management
France
$269K +$1.08K +13 +0.4%
KP
704
Keel Point
Alabama
$267K -$5.05K -61 -2%
SWP
705
Stratos Wealth Partners
Ohio
$267K +$267K +3,222 New
VFA
706
Valeo Financial Advisors
Indiana
$266K +$266K +3,208 New
SCP
707
Sivia Capital Partners
California
$265K +$265K +3,195 New
CWS
708
Cypress Wealth Services
California
$264K +$264K +3,187 New
XF
709
XML Financial
Maryland
$263K +$263K +3,170 New
BAM
710
Belpointe Asset Management
Nevada
$263K +$263K +3,168 New
MTWM
711
Masso Torrence Wealth Management
New Jersey
$262K +$262K +3,162 New
SFG
712
Sovereign Financial Group
Connecticut
$262K +$262K +3,160 New
N
713
Numerai
California
$262K +$262K +3,159 New
SAM
714
Seelaus Asset Management
New Jersey
$260K +$260K +3,140 New
ZB
715
Zions Bancorporation
Utah
$259K +$258K +3,117 +23,977%
LWL
716
Leo Wealth LLC
Texas
$257K +$257K +3,081 New
SC
717
Sapient Capital
Indiana
$256K +$256K +3,094 New
CA
718
Cornerstone Advisory
Maryland
$256K +$256K +3,085 New
AC
719
Apella Capital
Connecticut
$255K +$255K +3,193 New
CCM
720
Coldstream Capital Management
Washington
$255K +$255K +3,072 New
USCWA
721
U.S. Capital Wealth Advisors
Texas
$253K +$253K +3,059 New
BF
722
BOK Financial
Oklahoma
$253K +$5.3K +64 +2%
EWM
723
Evercore Wealth Management
New York
$253K +$253K +3,055 New
SHGA
724
Sand Hill Global Advisors
California
$252K +$252K +3,043 New
MFA
725
Mayflower Financial Advisors
Massachusetts
$250K -$39.9K -482 -14%
27 28
29
30 31