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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
726
Family Management
New York
$593K – – –
IGAM
727
iA Global Asset Management
Quebec, Canada
$592K +$273K +2,090 +86%
EW
728
Evoke Wealth
California
$591K +$591K +4,527 New
BIM
729
Baldwin Investment Management
Pennsylvania
$588K – – –
SDWMA
730
Schneider Downs Wealth Management Advisors
Pennsylvania
$588K – – –
FCCM
731
First City Capital Management
Georgia
$587K – – –
DIA
732
Dana Investment Advisors
Wisconsin
$587K – – –
RFN
733
RDA Financial Network
Iowa
$574K -$5.35K -41 -0.9%
GA
734
Gateway Advisory
New Jersey
$570K +$17.2K +132 +3%
SIC
735
Samalin Investment Counsel
New York
$565K -$73.4K -562 -11%
FL
736
FreeGulliver LLC
Louisiana
$562K +$10.2K +78 +2%
PPWP
737
Premier Path Wealth Partners
New Jersey
$561K +$8.36K +64 +2%
KP
738
Keel Point
Alabama
$557K +$20.1K +154 +4%
MA
739
MONECO Advisors
Connecticut
$552K – – –
TC
740
TwinBeech Capital
New York
$551K -$2.58M -19,773 -82%
WPW
741
Watershed Private Wealth
Illinois
$546K +$2.87K +22 +0.5%
Teacher Retirement System of Texas
742
Teacher Retirement System of Texas
Texas
$543K -$15.7M -119,905 -97%
BEI
743
Benjamin Edwards Inc
Missouri
$538K +$176K +1,345 +48%
NCFG
744
New Century Financial Group
New Jersey
$538K +$71.7K +549 +15%
VVP
745
Venture Visionary Partners
Ohio
$533K -$24.8K -190 -4%
TCWM
746
Total Clarity Wealth Management
Illinois
$530K – – –
KCPG
747
Kavar Capital Partners Group
Kansas
$525K – – –
CWP
748
Concord Wealth Partners
Virginia
$524K -$15.7K -120 -3%
LMKC
749
L.M. Kohn & Company
Ohio
$521K +$54.8K +420 +12%
GRP
750
Global Retirement Partners
California
$520K +$135K +1,037 +35%
28 29
30
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