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KKR & Co
KKR

Overview Fund Activity

915 hedge funds and large institutions have $42.1B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 275 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+123
Holders Change %
+15.53%
% of All Funds
13.41%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
189
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
Wellington Management Group
Massachusetts
+$922M
2
Millennium Management
Millennium Management
New York
+$385M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$344M
4
Morgan Stanley
Morgan Stanley
New York
+$322M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$143M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$511M
2
VH
ValueAct Holdings
California
-$453M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$321M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$220M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
726
Manchester Capital Management
Vermont
$249K – – –
CCA
727
Childress Capital Advisors
Texas
$249K +$249K +3,001 New
CCA
728
Cadent Capital Advisors
Oklahoma
$249K -$37.3K -450 -13%
WSC
729
Wellington Shields & Co
New York
$249K – – –
DCM
730
Dudley Capital Management
Virginia
$249K +$249K +3,000 New
EC
731
EntryPoint Capital
New York
$247K +$247K +2,980 New
NCM
732
Northside Capital Management
Oregon
$241K +$241K +2,903 New
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K +$239K +2,889 New
PVI
734
Pine Valley Investments
New Jersey
$239K +$239K +2,882 New
AAIS
735
ABN AMRO Investment Solutions
$237K +$237K +2,858 New
ECM
736
Evergreen Capital Management
Washington
$233K +$233K +2,806 New
VFO
737
Virtus Family Office
Texas
$232K -$280K -3,374 -55%
MA
738
Montag & Associates
Georgia
$232K +$10.6K +128 +5%
GRP
739
Global Retirement Partners
California
$229K +$81.2K +996 +55%
ACP
740
Aviance Capital Partners
Florida
$228K +$228K +2,757 New
C
741
Certuity
Florida
$228K +$228K +2,754 New
Verition Fund Management
742
Verition Fund Management
Connecticut
$228K +$228K +2,746 New
NB
743
Northwest Bancshares
Pennsylvania
$226K +$226K +2,725 New
AC
744
Allstate Corporation
Illinois
$224K +$224K +2,709 New
CAG
745
Crestwood Advisors Group
Massachusetts
$224K +$224K +2,706 New
William Blair Investment Management
746
William Blair Investment Management
Illinois
$222K -$81.9K -989 -27%
MCWA
747
Meadow Creek Wealth Advisors
Georgia
$222K +$222K +2,676 New
WTB
748
Washington Trust Bank
Washington
$219K +$219K +2,644 New
AMBIA
749
Allen Mooney & Barnes Investment Advisors
Georgia
$218K +$218K +2,630 New
ACA
750
American Capital Advisory
Idaho
$217K +$217K +2,625 New
28 29
30
31 32