KKR icon

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 %
KA
751
Kovack Advisors
Florida
$519K -$25.2K -193 -5%
PPW
752
Parcion Private Wealth
Washington
$518K +$518K +3,969 New
STA
753
Summit Trail Advisors
New York
$517K +$45.6K +349 +10%
LA
754
Legacy Advisors
Pennsylvania
$516K +$37.6K +288 +8%
SCM
755
Shelton Capital Management
Colorado
$515K – – –
OA
756
Operose Advisors
Wisconsin
$513K – – –
SCP
757
Stamos Capital Partners
California
$509K -$703K -5,380 -58%
RFA
758
Register Financial Advisors
Georgia
$509K -$12.8K -98 -2%
NEI
759
Northwest & Ethical Investments
Ontario, Canada
$507K +$226K +1,731 +81%
TWM
760
Tradition Wealth Management
Minnesota
$505K -$6.01K -46 -1%
HCM
761
Howard Capital Management
Georgia
$505K +$505K +3,868 New
ALAM
762
Asahi Life Asset Management
Japan
$503K +$503K +3,850 New
CWM
763
Calamos Wealth Management
Illinois
$501K -$2.22K -17 -0.4%
KAM
764
Knightsbridge Asset Management
California
$499K -$1.31K -10 -0.3%
HCP
765
Hardin Capital Partners
South Carolina
$499K – – –
AL
766
ADE LLC
Maryland
$497K – – –
XF
767
XML Financial
Maryland
$493K +$105K +806 +27%
TC
768
TAGStone Capital
North Carolina
$492K +$652 +5 +0.1%
RFA
769
Resurgent Financial Advisors
Georgia
$492K +$522 +4 +0.1%
SIM
770
SSI Investment Management
California
$484K -$392 -3 -0.1%
BTI
771
Blue Trust Inc
Georgia
$483K +$198K +1,879 +69%
AWA
772
Aaron Wealth Advisors
Illinois
$482K +$59.7K +457 +14%
Optiver Holding
773
Optiver Holding
Netherlands
$479K +$479K +3,669 New
WBC
774
Westpac Banking Corp
Australia
$473K – – –
MIS
775
Morningstar Investment Services
Illinois
$472K +$98.7K +747 +26%
29 30
31
32 33