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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
$1.34B
2
Millennium Management
Millennium Management
New York
$777M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
Morgan Stanley
New York
$657M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.72B
2
VH
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
801
Elevation Wealth Partners
California
$93.9K +$93.9K +1,525 New
WTC
802
WhitTier Trust Company
Nevada
$91.1K – – –
RAM
803
Ramirez Asset Management
New York
$82.9K – – –
M
804
MOTCO
Texas
$82.9K – – –
TCOV
805
Trust Company of Vermont
Vermont
$82.9K – – –
NBT
806
Northwest Bank & Trust
Iowa
$82.9K +$82.9K +1,000 New
DAM
807
Delta Asset Management
Tennessee
$82.1K – – –
AF
808
Allworth Financial
California
$82K -$34.8K -420 -30%
PCTC
809
Perkins Coie Trust Company
Washington
$81.5K – – –
QCG
810
Quadrant Capital Group
Ohio
$80.9K +$47.3K +571 +141%
SIS
811
Sound Income Strategies
Florida
$80.8K – – –
CWP
812
Concord Wealth Partners
Virginia
$80.2K -$193K -2,329 -71%
NB
813
NBT Bank
New York
$71.3K +$71.3K +860 New
CWC
814
Carolinas Wealth Consulting
North Carolina
$68.1K +$46.2K +557 +210%
CH
815
Canton Hathaway
Rhode Island
$66K – – –
VNA
816
Valley National Advisers
Pennsylvania
$65K +$58.8K +714 +952%
PTC
817
Private Trust Company
Ohio
$61.9K -$32.1K -387 -34%
TFGT
818
TS Financial Group (TSFG)
Illinois
$60K -$20.5K -248 -25%
BGAI
819
Bruce G. Allen Investments
Colorado
$53.3K +$53.3K +643 New
WTA
820
Washington Trust Advisors
Massachusetts
$51.9K +$37.4K +452 +258%
CFO
821
CVA Family Office
Colorado
$47.6K +$47.6K +575 New
AIM
822
Arcadia Investment Management
Michigan
$47.1K – – –
GWM
823
Geneos Wealth Management
Colorado
$46.1K +$1.57K +19 +4%
IFAM
824
Institutional & Family Asset Management
Colorado
$45.4K +$83 +1 +0.2%
DMBA
825
Deseret Mutual Benefit Administrators
Utah
$43.3K -$10K -121 -19%
31 32
33
34 35