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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 %
KA
701
Kovack Advisors
Florida
$428K -$5.33K -53 -1%
FL
702
FreeGulliver LLC
Louisiana
$425K +$85.6K +851 +25%
DILIC
703
Dai-ichi Life Insurance Company
Japan
$424K -$76.8K -764 -15%
PCM
704
Prelude Capital Management
New York
$422K +$422K +4,200 New
Connor, Clark & Lunn Investment Management (CC&L)
705
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$422K +$422K +4,200 New
EI
706
Ethic Inc
New York
$422K +$13.9K +138 +3%
FSA
707
Fort Sheridan Advisors
Illinois
$421K +$101 +1 +0%
EWA
708
EP Wealth Advisors
California
$419K -$147K -1,460 -26%
WPW
709
Watershed Private Wealth
Illinois
$418K – – –
SWP
710
Stratos Wealth Partners
Ohio
$418K +$93.6K +931 +29%
PTC
711
Petrus Trust Company
Texas
$417K +$417K +4,148 New
PPWP
712
Premier Path Wealth Partners
New Jersey
$417K -$3.33K -33 -0.8%
CWP
713
Concord Wealth Partners
Virginia
$414K +$317K +3,153 +326%
TCWM
714
Total Clarity Wealth Management
Illinois
$408K +$408K +4,060 New
BAM
715
Belpointe Asset Management
Nevada
$407K +$88.3K +878 +28%
VVP
716
Venture Visionary Partners
Ohio
$406K +$101 +1 +0%
KCPG
717
Kavar Capital Partners Group
Kansas
$405K -$405K -4,022 -50%
AWA
718
Arkadios Wealth Advisors
Georgia
$403K -$65.9K -655 -14%
RFA
719
Register Financial Advisors
Georgia
$401K -$45.1K -448 -10%
BC
720
Bridgefront Capital
Texas
$401K -$292K -2,908 -42%
NEI
721
Northwest & Ethical Investments
Ontario, Canada
$397K +$397K +3,949 New
OA
722
Operose Advisors
Wisconsin
$395K – – –
CCA
723
Clearwater Capital Advisors
Illinois
$388K -$56K -557 -13%
KP
724
Keel Point
Alabama
$385K +$61.1K +607 +19%
AL
725
ADE LLC
Maryland
$383K – – –
27 28
29
30 31