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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 %
BJL
776
Brighton Jones LLC
Washington
$689K +$360K +2,437 +110%
SIM
777
Stratos Investment Management
Ohio
$682K +$330K +2,228 +94%
PCIA
778
Prime Capital Investment Advisors
Kansas
$682K -$986K -6,664 -59%
1L
779
10Elms LLP
Oklahoma
$679K +$679K +4,594 New
CAG
780
Crestwood Advisors Group
Massachusetts
$676K -$17K -115 -2%
GCP
781
GSA Capital Partners
United Kingdom
$675K +$675K +4,566 New
JEST
782
JTC Employer Solutions Trustee
Jersey
$674K – – –
FM
783
Family Management
New York
$671K – – –
IGAM
784
iA Global Asset Management
Quebec, Canada
$670K – – –
WBC
785
Westpac Banking Corp
Australia
$669K +$133K +899 +25%
MCM
786
Manchester Capital Management
Vermont
$669K +$174K +1,174 +35%
WWM
787
Whalen Wealth Management
Nevada
$667K +$667K +4,510 New
SDWMA
788
Schneider Downs Wealth Management Advisors
Pennsylvania
$666K – – –
FCCM
789
First City Capital Management
Georgia
$665K – – –
OL
790
one8zero8 LLC
North Carolina
$653K +$653K +4,416 New
PPWP
791
Premier Path Wealth Partners
New Jersey
$643K +$7.4K +50 +1%
LSAG
792
Lake Street Advisors Group
New Hampshire
$636K -$54.7K -370 -8%
FA
793
Fountainhead AM
New Jersey
$634K -$50K -338 -7%
FL
794
FreeGulliver LLC
Louisiana
$625K -$11.2K -76 -2%
CCM
795
Coldstream Capital Management
Washington
$622K +$139K +941 +29%
BCWM
796
Bartlett & Co Wealth Management
Ohio
$621K -$118K -800 -16%
FWM
797
FFT Wealth Management
Pennsylvania
$620K +$244K +1,650 +65%
WPW
798
Watershed Private Wealth
Illinois
$618K – – –
RFN
799
RDA Financial Network
Iowa
$617K -$34.2K -231 -5%
KA
800
Kovack Advisors
Florida
$612K +$24K +162 +4%
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32
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