KKR icon

KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
701
Shell Asset Management
Netherlands
$936K +$528K +3,570 +129%
WF
702
Welch & Forbes
Massachusetts
$930K +$5.77K +39 +0.6%
SDWIA
703
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$928K -$21.3K -144 -2%
VSQM
704
V-Square Quantitative Management
Illinois
$926K +$464K +3,137 +100%
WOC
705
West Oak Capital
California
$924K – – –
DI
706
Diligent Investors
California
$921K – – –
EAM
707
Empirical Asset Management
Massachusetts
$914K +$340K +6,112 +59%
LA
708
Legacy Advisors
Pennsylvania
$910K +$326K +2,202 +56%
GT
709
Greenleaf Trust
Michigan
$908K +$65.7K +444 +8%
GC
710
Guidance Capital
Kentucky
$906K +$906K +5,475 New
KWA
711
Kingswood Wealth Advisors
California
$900K -$3.96M -26,784 -81%
TA
712
TFB Advisors
Kansas
$899K +$32.8K +222 +4%
SPC
713
Spirepoint Private Client
Florida
$889K – – –
OWP
714
Obermeyer Wealth Partners
Colorado
$881K – – –
BTWM
715
Baker Tilly Wealth Management
Wisconsin
$871K +$12K +81 +1%
STA
716
Summit Trail Advisors
New York
$868K +$283K +1,916 +48%
OCM
717
One Capital Management
California
$862K -$37K -250 -4%
DWT
718
Dorsey & Whitney Trust
South Dakota
$858K -$163K -1,103 -16%
GAM
719
Guinness Asset Management
United Kingdom
$856K +$170K +1,151 +25%
OC
720
Optimas Capital
Hong Kong
$850K -$7.08M -47,900 -89%
IIC
721
Integrated Investment Consultants
Michigan
$848K +$48.4K +327 +6%
GLA
722
Good Life Advisors
Pennsylvania
$848K -$25K -169 -3%
BP
723
Ballentine Partners
Massachusetts
$846K +$10.4K +70 +1%
EIP
724
Epoch Investment Partners
New York
$846K -$1.21M -8,191 -59%
MWM
725
MGB Wealth Management
Texas
$845K +$83.2K +562 +11%
27 28
29
30 31