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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 %
HFS
776
Hantz Financial Services
Michigan
$304K -$8.48M -84,402 -97%
MFA
777
Mayflower Financial Advisors
Massachusetts
$304K +$805 +8 +0.3%
TNBTD
778
Trustmark National Bank Trust Department
Mississippi
$303K +$303K +3,012 New
RIA
779
Realta Investment Advisors
Delaware
$303K +$303K +3,009 New
WSC
780
Wellington Shields & Co
New York
$302K – – –
CCA
781
Cadent Capital Advisors
Oklahoma
$302K – – –
DCM
782
Dudley Capital Management
Virginia
$300K – – –
XF
783
XML Financial
Maryland
$299K -$19.9K -198 -6%
NCM
784
Northside Capital Management
Oregon
$292K – – –
GRP
785
Global Retirement Partners
California
$292K +$9.25K +92 +3%
MA
786
Montag & Associates
Georgia
$289K +$8.45K +84 +3%
C
787
Certuity
Florida
$287K +$10.3K +102 +4%
LFASL
788
Lugano Financial Advisors SA (LFA)
Switzerland
$287K +$141K +1,400 +97%
VAS
789
Vestmark Advisory Solutions
Massachusetts
$287K +$287K +2,849 New
ECM
790
Evergreen Capital Management
Washington
$283K +$1.01K +10 +0.4%
OAM
791
Oxford Asset Management
United Kingdom
$278K -$472K -4,696 -63%
EWM
792
Evercore Wealth Management
New York
$278K -$29.7K -295 -10%
AI
793
Atom Investors
Texas
$276K +$276K +2,746 New
VFO
794
Virtus Family Office
Texas
$276K -$5.53K -55 -2%
NB
795
Northwest Bancshares
Pennsylvania
$274K – – –
AC
796
Allstate Corporation
Illinois
$272K – – –
P
797
&Partners
Tennessee
$272K +$272K +2,708 New
ETC
798
Exchange Traded Concepts
Oklahoma
$271K +$267K +2,657 +8,052%
AAIS
799
ABN AMRO Investment Solutions
$268K -$19.1K -190 -7%
MCWA
800
Meadow Creek Wealth Advisors
Georgia
$268K -$1.51K -15 -0.6%
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32
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