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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 %
APP
751
Avantax Planning Partners
Iowa
$340K +$340K +3,384 New
CHA
752
Carmichael Hill & Associates
Maryland
$339K +$503 +5 +0.1%
JIC
753
Johnson Investment Counsel
Ohio
$339K -$9.76K -97 -3%
GT
754
Glenview Trust
Kentucky
$338K -$1.11K -11 -0.3%
ESB
755
Essex Savings Bank
Connecticut
$336K – – –
KAM
756
Knightsbridge Asset Management
California
$331K – – –
AGC
757
Aspen Grove Capital
Colorado
$331K -$14.6K -145 -4%
DWT
758
Dorsey & Whitney Trust
South Dakota
$328K -$6.24K -62 -2%
MCM
759
Manchester Capital Management
Vermont
$327K +$25.1K +250 +8%
OAM
760
Ostrum Asset Management
France
$327K – – –
UFF
761
USA Financial Formulas
Michigan
$323K +$323K +3,210 New
CWS
762
Cypress Wealth Services
California
$322K +$1.41K +14 +0.4%
AC
763
Apella Capital
Connecticut
$320K +$301 +3 +0.1%
SFG
764
Sovereign Financial Group
Connecticut
$320K +$1.91K +19 +0.6%
BAM
765
Blueshift Asset Management
New Jersey
$319K +$319K +3,169 New
MTWM
766
Masso Torrence Wealth Management
New Jersey
$318K +$101 +1 +0%
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
$316K +$316K +3,141 New
ZB
768
Zions Bancorporation
Utah
$311K -$3.32K -33 -1%
SCP
769
Sivia Capital Partners
California
$311K -$10.6K -105 -3%
CA
770
Cornerstone Advisory
Maryland
$310K – – –
CFG
771
Citizens Financial Group
Rhode Island
$309K +$309K +3,074 New
USCWA
772
U.S. Capital Wealth Advisors
Texas
$308K +$603 +6 +0.2%
MCM
773
Mainstay Capital Management
Michigan
$307K +$307K +3,052 New
MS
774
Maven Securities
Jersey
$305K +$305K +3,037 New
ATC
775
Argent Trust Co
Tennessee
$305K +$305K +3,035 New
29 30
31
32 33