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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
15.47%
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
+$1.43B
2
State Street
State Street
Massachusetts
+$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$473M
4
BlackRock
BlackRock
New York
+$439M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$361M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$999M
2
Millennium Management
Millennium Management
New York
-$937M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$607M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$261M
5
VVP
Vulcan Value Partners
Alabama
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
776
Johnson Investment Counsel
Ohio
$355K +$421 +4 +0.1%
BW
777
Bison Wealth
Georgia
$354K – – –
ATC
778
Argent Trust Co
Tennessee
$346K +$26.6K +253 +8%
CWS
779
Cypress Wealth Services
California
$343K +$6.31K +60 +2%
MCM
780
Manchester Capital Management
Vermont
$342K +$316 +3 +0.1%
DWT
781
Dorsey & Whitney Trust
South Dakota
$342K -$1.16K -11 -0.3%
SSA
782
Schonfeld Strategic Advisors
New York
$342K -$16.6M -157,404 -98%
USCWA
783
U.S. Capital Wealth Advisors
Texas
$340K +$17.8K +169 +6%
AWA
784
Aaron Wealth Advisors
Illinois
$340K +$61.8K +587 +22%
SFG
785
Sovereign Financial Group
Connecticut
$340K +$4.95K +47 +1%
AC
786
Apella Capital
Connecticut
$339K +$2.01K +19 +0.6%
MTWM
787
Masso Torrence Wealth Management
New Jersey
$333K +$105 +1 +0%
Walleye Trading
788
Walleye Trading
New York
$333K -$583K -5,536 -64%
WPC
789
Wedmont Private Capital
Pennsylvania
$332K +$81.2K +733 +32%
FHA
790
First Horizon Advisors
Tennessee
$329K -$129K -1,226 -28%
MCM
791
Mainstay Capital Management
Michigan
$322K +$1.16K +11 +0.4%
IAIM
792
International Assets Investment Management
Florida
$319K +$76.6K +728 +32%
TNBTD
793
Trustmark National Bank Trust Department
Mississippi
$318K +$1.47K +14 +0.5%
DCM
794
Dudley Capital Management
Virginia
$317K +$1.58K +15 +0.5%
OAM
795
Ostrum Asset Management
France
$317K -$24.7K -235 -7%
KWM
796
Kolinsky Wealth Management
New Jersey
$316K +$316K +3,003 New
WSC
797
Wellington Shields & Co
New York
$316K – – –
CCA
798
Cadent Capital Advisors
Oklahoma
$316K – – –
CFM
799
Catalyst Funds Management
Australia
$316K +$316K +3,000 New
ECM
800
Evergreen Capital Management
Washington
$315K +$19.1K +181 +6%
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