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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 %
IIM
776
Intact Investment Management
Quebec, Canada
$182K – – –
BBHC
777
Brown Brothers Harriman & Co
New York
$173K -$53.9K -651 -24%
HNB
778
Huntington National Bank
Ohio
$172K +$29.1K +351 +20%
ST
779
Smithfield Trust
Pennsylvania
$171K +$17.8K +213 +12%
GFL
780
Granite FO LLC
New Hampshire
$166K – – –
WSCM
781
Wellington Shields Capital Management
New York
$166K – – –
DJSG
782
D.J. St. Germain
Massachusetts
$163K – – –
WB
783
Webster Bank
Connecticut
$160K +$89.1K +1,075 +125%
AA
784
Alta Advisers
United Kingdom
$157K – – –
MCM
785
MidAtlantic Capital Management
Virginia
$157K +$157K +1,897 New
AAP
786
Arax Advisory Partners
Colorado
$157K +$331 +4 +0.2%
GWSG
787
GPS Wealth Strategies Group
Colorado
$157K – – –
Fifth Third Bancorp
788
Fifth Third Bancorp
Ohio
$143K -$23.6K -285 -14%
BWL
789
Bogart Wealth LLC
Virginia
$141K -$3.56K -43 -2%
TVWM
790
Tower View Wealth Management
Wisconsin
$135K +$249 +3 +0.2%
HI
791
Hoey Investments
Pennsylvania
$130K – – –
LFASL
792
Lugano Financial Advisors SA (LFA)
Switzerland
$120K -$116K -1,400 -49%
CF
793
Centaurus Financial
California
$119K +$119K +1,433 New
HWA
794
HHM Wealth Advisors
Tennessee
$116K – – –
LS
795
Livforsakringsbolaget Skandia
Sweden
$112K +$62.5K +755 +126%
SC
796
Steph & Co
Wisconsin
$105K +$105K +1,272 New
LC
797
Lindbrook Capital
California
$105K +$40.8K +493 +64%
MHR
798
Matthew Hamilton Rosenberg
$104K – – –
WBC
799
Westpac Banking Corp
Australia
$103K +$40K +483 +63%
PFBT
800
Parkside Financial Bank & Trust
Missouri
$101K -$912 -11 -0.9%
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