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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
15.48%
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 %
ICM
701
Islay Capital Management
Texas
$490K -$23.7K -225 -5%
MLM
702
Mount Lucas Management
Pennsylvania
$485K +$485K +4,604 New
JEST
703
JTC Employer Solutions Trustee
Jersey
$479K -$693K -6,575 -59%
OTL
704
Oak Thistle LLC
New York
$478K +$478K +4,538 New
FM
705
Family Management
New York
$478K – – –
KP
706
Keel Point
Alabama
$476K +$32.5K +281 +7%
AWM
707
Apollon Wealth Management
South Carolina
$475K -$13.4K -127 -3%
ET
708
Entropy Technologies
New York
$475K -$1.74M -16,513 -79%
BIM
709
Baldwin Investment Management
Pennsylvania
$474K – – –
SDWMA
710
Schneider Downs Wealth Management Advisors
Pennsylvania
$474K – – –
FCCM
711
First City Capital Management
Georgia
$473K -$26.7K -254 -5%
DIA
712
Dana Investment Advisors
Wisconsin
$473K +$1.58K +15 +0.3%
LSAG
713
Lake Street Advisors Group
New Hampshire
$473K -$77.9K -740 -14%
RFN
714
RDA Financial Network
Iowa
$467K -$9.58K -91 -2%
Parallax Volatility Advisers
715
Parallax Volatility Advisers
California
$467K +$136K +1,295 +41%
EWA
716
EP Wealth Advisors
California
$452K +$13.6K +129 +3%
SWP
717
Stratos Wealth Partners
Ohio
$451K +$14.4K +137 +3%
VVP
718
Venture Visionary Partners
Ohio
$450K +$24.4K +232 +6%
I
719
InceptionR
California
$446K -$572K -5,437 -56%
GA
720
Gateway Advisory
New Jersey
$446K -$22.7K -216 -5%
PPWP
721
Premier Path Wealth Partners
New Jersey
$445K +$10.4K +99 +2%
MA
722
MONECO Advisors
Connecticut
$445K -$5.26K -50 -1%
FL
723
FreeGulliver LLC
Louisiana
$445K +$105 +1 +0%
P8IP
724
Pier 88 Investment Partners
California
$442K -$1.52M -14,400 -77%
KA
725
Kovack Advisors
Florida
$439K -$8.84K -84 -2%
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