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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 %
CCA
776
Clearwater Capital Advisors
Illinois
$469K – – –
TCOK
777
Trust Company of Kansas
Kansas
$469K – – –
LWL
778
Leo Wealth LLC
Texas
$465K -$1.83K -14 -0.4%
PAM
779
Panagora Asset Management
Massachusetts
$465K -$392 -3 -0.1%
CM
780
Cercano Management
Washington
$465K +$465K +3,560 New
CNBTD
781
Citizens National Bank Trust Department
Mississippi
$464K – – –
GWM
782
Gitterman Wealth Management
New Jersey
$464K – – –
SS
783
Sunbelt Securities
Texas
$463K +$13.7K +105 +3%
HCM
784
Hodges Capital Management
Texas
$458K +$392 +3 +0.1%
HWA
785
HHM Wealth Advisors
Tennessee
$456K -$15.8K -121 -3%
SEIA
786
Signature Estate & Investment Advisors
California
$455K +$128K +982 +39%
FSA
787
Fort Sheridan Advisors
Illinois
$453K -$73.4K -562 -14%
USCWA
788
U.S. Capital Wealth Advisors
Texas
$451K +$28.5K +218 +7%
AWM
789
Axxcess Wealth Management
California
$450K +$261 +2 +0.1%
ACGA
790
Atlanta Consulting Group Advisors
Georgia
$449K +$449K +3,441 New
FFO
791
Fiduciary Family Office
Florida
$446K – – –
ECM
792
Evergreen Capital Management
Washington
$444K +$52.4K +401 +13%
ESB
793
Essex Savings Bank
Connecticut
$442K -$4.31K -33 -1%
LIM
794
Leavell Investment Management
Alabama
$440K -$17.5K -134 -4%
AC
795
Apella Capital
Connecticut
$439K +$14K +106 +3%
CC
796
Centiva Capital
New York
$437K -$405K -3,099 -48%
MCM
797
Manchester Capital Management
Vermont
$437K +$12.3K +94 +3%
CWS
798
Cypress Wealth Services
California
$435K +$9.14K +70 +2%
JIC
799
Johnson Investment Counsel
Ohio
$434K -$6.14K -47 -1%
KWM
800
Kolinsky Wealth Management
New Jersey
$433K +$40.6K +311 +10%
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