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KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
751
Cary Street Partners
Virginia
$757K +$757K +5,118 New
EW
752
Evoke Wealth
California
$756K +$85.9K +581 +13%
PI
753
PGGM Investments
Netherlands
$754K +$754K +5,097 New
MGWM
754
Marks Group Wealth Management
Minnesota
$751K -$70.6K -477 -9%
VFA
755
Valeo Financial Advisors
Indiana
$750K -$3.99K -27 -0.5%
LWMM
756
Legacy Wealth Management (Mississippi)
Mississippi
$747K +$40.5K +274 +6%
MYLI
757
Meiji Yasuda Life Insurance
Japan
$745K +$745K +5,040 New
AFG
758
Atomi Financial Group
New York
$744K +$66.4K +449 +10%
PWP
759
Principle Wealth Partners
Connecticut
$743K – – –
CWC
760
Carolinas Wealth Consulting
North Carolina
$735K -$51.9K -351 -7%
GS
761
GTS Securities
New York
$732K -$754K -5,099 -51%
EIA
762
Edgemoor Investment Advisors
Maryland
$724K – – –
FRA
763
Frank Rimerman Advisors
California
$721K +$304K +2,055 +73%
IC
764
IEQ Capital
California
$720K -$1.66M -11,251 -70%
GCM
765
Graham Capital Management
Connecticut
$715K +$715K +4,833 New
HH
766
Hilltop Holdings
Texas
$713K +$713K +4,820 New
EAM
767
Eschler Asset Management
United Kingdom
$712K – – –
TW
768
TrinityPoint Wealth
Connecticut
$712K +$2.22K +15 +0.3%
DSC
769
Duncker Streett & Co
Missouri
$710K – – –
PFS
770
Prospera Financial Services
Texas
$710K -$41.9K -283 -6%
EA
771
Emerald Advisers
Pennsylvania
$700K -$15.2K -103 -2%
FC
772
Fusion Capital
South Carolina
$699K +$740 +5 +0.1%
AFS
773
Aft Forsyth & Sober
Florida
$695K – – –
EB
774
Emprise Bank
Kansas
$692K – – –
LS
775
Livforsakringsbolaget Skandia
Sweden
$691K -$29.6K -200 -4%
29 30
31
32 33