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KKR & Co
KKR

Overview Fund Activity

1,032 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, 357 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+117
Holders Change %
+12.79%
% of All Funds
14.96%
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
357
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$802M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$588M
3
Brown Advisory
Brown Advisory
Maryland
+$584M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$552M
5
GQG Partners
GQG Partners
Florida
+$217M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$1.01B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$625M
3
VH
ValueAct Holdings
California
-$407M
4
Morgan Stanley
Morgan Stanley
New York
-$399M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
726
Tradition Wealth Management
Minnesota
$382K -$12.1K -120 -3%
PAM
727
Panagora Asset Management
Massachusetts
$379K +$24.1K +240 +7%
TC
728
TAGStone Capital
North Carolina
$378K +$704 +7 +0.2%
RFA
729
Resurgent Financial Advisors
Georgia
$378K +$4.93K +49 +1%
GT
730
Greenleaf Trust
Michigan
$376K – – –
AWM
731
Axxcess Wealth Management
California
$375K -$45.6K -453 -11%
SIM
732
SSI Investment Management
California
$373K -$4.12K -41 -1%
LMKC
733
L.M. Kohn & Company
Ohio
$367K – – –
AAS
734
Ameritas Advisory Services
Nebraska
$366K -$441K -4,438 -55%
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$364K -$5.03K -50 -1%
SP
736
Symmetry Partners
Connecticut
$362K – – –
VFA
737
Valeo Financial Advisors
Indiana
$359K +$48.7K +503 +16%
LWL
738
Leo Wealth LLC
Texas
$359K +$49.3K +490 +16%
DA
739
Duality Advisers
Florida
$359K +$359K +3,568 New
CNBTD
740
Citizens National Bank Trust Department
Mississippi
$358K – – –
GWM
741
Gitterman Wealth Management
New Jersey
$357K – – –
MOS
742
MGO One Seven
Ohio
$357K +$16K +159 +5%
AAS
743
Avantax Advisory Services
Texas
$354K -$4.53K -45 -1%
BW
744
Bison Wealth
Georgia
$354K -$14.9K -148 -4%
HCM
745
Hodges Capital Management
Texas
$354K -$49.9K -496 -12%
PP
746
Paloma Partners
Connecticut
$350K +$350K +3,479 New
HNB
747
Huntington National Bank
Ohio
$346K +$137K +1,360 +66%
FFO
748
Fiduciary Family Office
Florida
$344K -$376K -3,740 -52%
SF
749
Summit Financial
New Jersey
$343K -$28.1K -279 -8%
PCMH
750
Polymer Capital Management (HK)
Hong Kong
$342K +$342K +3,400 New
28 29
30
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