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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
$5.83B
2
State Street
State Street
Massachusetts
$2.76B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.83B
4
BlackRock
BlackRock
New York
$4.57B
5
Capital Research Global Investors
Capital Research Global Investors
California
$377M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$124M
2
Millennium Management
Millennium Management
New York
$27.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$798M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$17.2M
5
VVP
Vulcan Value Partners
Alabama
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
751
Legacy Advisors
Pennsylvania
$385K -$504K -4,791 -57%
WBC
752
Westpac Banking Corp
Australia
$382K +$242K +2,303 +174%
EI
753
Ethic Inc
New York
$382K -$60.4K -574 -14%
HWA
754
HHM Wealth Advisors
Tennessee
$380K +$232K +2,209 +158%
STA
755
Summit Trail Advisors
New York
$380K -$239K -2,275 -39%
SP
756
Symmetry Partners
Connecticut
$379K – – –
CCA
757
Clearwater Capital Advisors
Illinois
$378K -$27.8K -264 -7%
TCOK
758
Trust Company of Kansas
Kansas
$378K +$378K +3,593 New
PGFC
759
Peapack-Gladstone Financial Corp
New Jersey
$377K -$2.63K -25 -0.7%
LWL
760
Leo Wealth LLC
Texas
$376K +$526 +5 +0.1%
NCFG
761
New Century Financial Group
New Jersey
$376K +$376K +3,573 New
LMKC
762
L.M. Kohn & Company
Ohio
$376K -$7.68K -73 -2%
AFG
763
Atomi Financial Group
New York
$376K +$156K +1,485 +71%
PAM
764
Panagora Asset Management
Massachusetts
$375K -$21.9K -208 -6%
CNBTD
765
Citizens National Bank Trust Department
Mississippi
$374K – – –
GWM
766
Gitterman Wealth Management
New Jersey
$374K – – –
JF
767
Jump Financial
Illinois
$373K -$2.42M -22,956 -87%
LIM
768
Leavell Investment Management
Alabama
$369K +$369K +3,502 New
HCM
769
Hodges Capital Management
Texas
$369K -$1.16K -11 -0.3%
CG
770
Caprock Group
Idaho
$364K +$103K +978 +39%
AWM
771
Axxcess Wealth Management
California
$363K -$29.8K -283 -8%
SS
772
Sunbelt Securities
Texas
$362K +$123K +1,169 +51%
MHS
773
M Holdings Securities
Oregon
$360K +$360K +3,420 New
ESB
774
Essex Savings Bank
Connecticut
$360K -$67.2K -639 -16%
FFO
775
Fiduciary Family Office
Florida
$360K – – –
29 30
31
32 33