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KKR & Co
KKR

Overview Fund Activity

1,031 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, 356 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+117
Holders Change %
+12.8%
% of All Funds
14.95%
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
356
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
3
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
5
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
3
ValueAct Holdings
California
$192M
4
Morgan Stanley
4
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$123M +$52.2M +518,917 +74%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$123M +$29.1M +286,659 +31%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$120M -$5.1M -50,735 -4%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$118M -$2.7M -26,808 -2%
Franklin Resources
55
Franklin Resources
California
$114M +$109M +1,080,991 +2,204%
Deutsche Bank
56
Deutsche Bank
Germany
$114M +$48.5M +482,083 +75%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$108M +$67.1M +667,260 +164%
Viking Global Investors
58
Viking Global Investors
Connecticut
$108M -$31.9M -317,355 -23%
HWCM
59
Hudson Way Capital Management
Texas
$107M -$4.75M -47,195 -4%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$107M +$35.4M +351,921 +50%
CS
61
Credit Suisse
Switzerland
$105M -$6.35M -63,110 -6%
SEI Investments
62
SEI Investments
Pennsylvania
$104M +$17.3M +171,902 +20%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$101M -$13M -128,844 -11%
DAM
64
Davis Asset Management
California
$101M – – –
BCPEMI
65
Bain Capital Public Equity Management II
Massachusetts
$94.8M +$11.9M +118,120 +14%
SO
66
STRS Ohio
Ohio
$93.6M +$41.1M +408,264 +78%
National Pension Service
67
National Pension Service
South Korea
$92.2M -$5.13M -50,963 -5%
FCM
68
Frontier Capital Management
Massachusetts
$91.2M -$17.9M -177,562 -16%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$90.6M -$584K -5,809 -0.6%
ZIG
70
Zurich Insurance Group
Switzerland
$87.8M -$313K -3,113 -0.4%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$86.1M +$7.62M +75,759 +10%
GF
72
Gabelli Funds
New York
$85.1M -$820K -8,157 -1%
UBS Group
73
UBS Group
Switzerland
$81.8M -$18.2M -180,719 -18%
Alyeska Investment Group
74
Alyeska Investment Group
Illinois
$80.4M +$65.8M +653,801 +448%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$79.3M -$60.2M -598,302 -43%
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