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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 %
MC
751
Middleton & Co
Massachusetts
$217K +$217K +2,622 New
GIA
752
Guyasuta Investment Advisors
Pennsylvania
$216K +$216K +2,609 New
HCP
753
Hexagon Capital Partners
Arkansas
$213K +$83 +1 +0%
IGAM
754
iA Global Asset Management
Quebec, Canada
$212K -$4.97K -60 -2%
TFM
755
TFC Financial Management
Massachusetts
$211K – – –
NFSG
756
Newbridge Financial Services Group
Florida
$211K -$35K -423 -14%
AT
757
American Trust
Kentucky
$210K +$210K +2,532 New
KFGK
758
Keystone Financial Group (Kentucky)
Kentucky
$208K +$208K +2,505 New
SAM
759
Silvercrest Asset Management
New York
$208K +$208K +2,505 New
RA
760
RFG Advisory
Alabama
$207K +$207K +2,504 New
BI
761
Ballast Inc
Kentucky
$207K +$207K +2,500 New
IP
762
Intellectus Partners
California
$207K +$207K +2,500 New
FA
763
Fortis Advisors
Pennsylvania
$207K +$207K +2,500 New
WAM
764
Wallington Asset Management
Indiana
$207K +$207K +2,500 New
MYIA
765
Mount Yale Investment Advisors
Colorado
$205K +$205K +2,480 New
SW
766
SteelPeak Wealth
California
$204K -$248K -2,996 -55%
FHA
767
Flagship Harbor Advisors
Massachusetts
$203K +$203K +2,445 New
BG
768
Benedetti & Gucer
Georgia
$202K +$202K +2,444 New
CCIA
769
Campbell & Co Investment Adviser
Maryland
$202K +$202K +2,440 New
CBFP
770
Cedar Brook Financial Partners
Ohio
$201K +$201K +2,461 New
CG
771
Caprock Group
Idaho
$201K +$201K +2,429 New
HFM
772
Harvest Fund Management
China
$192K +$145K +1,755 +313%
WT
773
Whittier Trust
California
$190K – – –
SS
774
Sunbelt Securities
Texas
$188K – – –
OP
775
ORG Partners
Indiana
$184K -$17.6K -212 -9%
29 30
31
32 33