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KKR & Co
KKR

Overview Fund Activity

914 hedge funds and large institutions have $42.1B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 275 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+122
Holders Change %
+15.4%
% of All Funds
13.4%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
188
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
1
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
2
Millennium Management
New York
$777M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
4
Morgan Stanley
New York
$657M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.72B
2
VH
2
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Putnam Investments
Massachusetts
$107M -$21M -252,916 -16%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$103M +$4.81M +58,027 +5%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$99.7M +$768K +9,266 +0.8%
Amundi
54
Amundi
France
$98.6M +$3.27M +40,215 +3%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$94.1M -$24.3M -293,586 -21%
HWCM
56
Hudson Way Capital Management
Texas
$92M +$5.66M +68,315 +7%
CS
57
Credit Suisse
Switzerland
$91.7M -$12.3M -148,365 -12%
FCM
58
Frontier Capital Management
Massachusetts
$89.8M +$572K +6,904 +0.6%
SC
59
Samlyn Capital
New York
$83.3M -$137M -1,653,081 -62%
DAM
60
Davis Asset Management
California
$82.9M – – –
Prudential Financial
61
Prudential Financial
New Jersey
$82.7M +$80.1M +966,702 +3,061%
RJA
62
Raymond James & Associates
Florida
$82.5M -$5.88M -71,001 -7%
UBS Group
63
UBS Group
Switzerland
$82.4M +$41.3M +497,970 +100%
National Pension Service
64
National Pension Service
South Korea
$80.1M +$1.33M +16,045 +2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$77.3M +$494K +5,909 +0.6%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$76.3M -$9.59M -115,752 -11%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$75.1M -$2.84M -34,255 -4%
EC
68
Eminence Capital
New York
$73.9M -$106M -1,278,758 -59%
ZIG
69
Zurich Insurance Group
Switzerland
$72.6M -$20.8M -251,108 -22%
SEI Investments
70
SEI Investments
Pennsylvania
$71.7M +$54.9M +662,050 +325%
GF
71
Gabelli Funds
New York
$70.8M -$911K -11,000 -1%
Barclays
72
Barclays
United Kingdom
$70.3M -$7.94M -95,819 -10%
BCPEMI
73
Bain Capital Public Equity Management II
Massachusetts
$68.3M +$68.3M +824,217 New
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$67.3M -$67.2M -810,920 -50%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$66M +$2.25M +27,214 +4%
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