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KKR & Co
KKR

Overview Fund Activity

1,064 hedge funds and large institutions have $56.4B invested in KKR & Co in 2024 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 448 increasing their positions, 309 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+32
Holders Change %
+3.1%
% of All Funds
15.48%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
137
Increased
448
Reduced
309
Closed
90
Calls
$521M
Puts
$330M
Net Calls
+$191M
Net Calls Change
+$110M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.43B
2
State Street
State Street
Massachusetts
+$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$473M
4
BlackRock
BlackRock
New York
+$439M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$361M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$999M
2
Millennium Management
Millennium Management
New York
-$937M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$607M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$261M
5
VVP
Vulcan Value Partners
Alabama
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
726
Watershed Private Wealth
Illinois
$437K – – –
CWP
727
Concord Wealth Partners
Virginia
$435K +$1.16K +11 +0.3%
AWM
728
Avior Wealth Management
Nebraska
$431K -$43K -409 -9%
TCWM
729
Total Clarity Wealth Management
Illinois
$427K – – –
HNB
730
Huntington National Bank
Ohio
$427K +$65.7K +624 +18%
VFA
731
Valeo Financial Advisors
Indiana
$426K +$35.9K +341 +9%
FSA
732
Fort Sheridan Advisors
Illinois
$424K -$16.1K -153 -4%
KCPG
733
Kavar Capital Partners Group
Kansas
$423K – – –
DBIA
734
Dumont & Blake Investment Advisors
New Jersey
$421K +$210K +2,000 +100%
RFA
735
Register Financial Advisors
Georgia
$420K +$211 +2 +0.1%
IAS
736
Insigneo Advisory Services
Florida
$420K +$420K +3,955 New
AWA
737
Arkadios Wealth Advisors
Georgia
$416K -$6.21K -59 -1%
SCM
738
Shelton Capital Management
Colorado
$415K +$415K +3,943 New
AAS
739
Ameritas Advisory Services
Nebraska
$415K +$27.4K +260 +7%
OA
740
Operose Advisors
Wisconsin
$413K – – –
TWM
741
Tradition Wealth Management
Minnesota
$412K +$12.6K +120 +3%
GT
742
Greenleaf Trust
Michigan
$407K +$13.5K +128 +3%
CWM
743
Calamos Wealth Management
Illinois
$406K -$70.6K -671 -15%
KAM
744
Knightsbridge Asset Management
California
$404K -$17.5K -166 -4%
EAM
745
Eschler Asset Management
United Kingdom
$401K – – –
AL
746
ADE LLC
Maryland
$400K – – –
HCP
747
Hardin Capital Partners
South Carolina
$400K +$400K +3,800 New
TC
748
TAGStone Capital
North Carolina
$396K +$631 +6 +0.2%
RFA
749
Resurgent Financial Advisors
Georgia
$396K +$316 +3 +0.1%
SIM
750
SSI Investment Management
California
$390K -$526 -5 -0.1%
28 29
30
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