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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 %
AG
801
AlTi Global
New York
$267K +$267K +2,652 New
IGAM
802
iA Global Asset Management
Quebec, Canada
$266K +$8.06K +80 +3%
AWA
803
Aaron Wealth Advisors
Illinois
$266K +$266K +2,644 New
WTB
804
Washington Trust Bank
Washington
$266K – – –
AMBIA
805
Allen Mooney & Barnes Investment Advisors
Georgia
$264K – – –
MC
806
Middleton & Co
Massachusetts
$264K – – –
CCM
807
Coldstream Capital Management
Washington
$263K -$45.6K -453 -15%
BEI
808
Benjamin Edwards Inc
Missouri
$263K +$263K +2,615 New
NFSG
809
Newbridge Financial Services Group
Florida
$260K +$4.22K +42 +2%
PVI
810
Pine Valley Investments
New Jersey
$260K -$30K -298 -10%
TFM
811
TFC Financial Management
Massachusetts
$257K +$302 +3 +0.1%
IWC
812
Integrated Wealth Concepts
Massachusetts
$255K +$255K +2,540 New
Capstone Investment Advisors
813
Capstone Investment Advisors
New York
$252K +$252K +2,510 New
Chevy Chase Trust
814
Chevy Chase Trust
Maryland
$252K +$252K +2,509 New
KFGK
815
Keystone Financial Group (Kentucky)
Kentucky
$252K +$101 +1 +0%
ECG
816
Edge Capital Group
Georgia
$252K -$140K -1,394 -36%
SAM
817
Silvercrest Asset Management
New York
$252K – – –
FA
818
Fortis Advisors
Pennsylvania
$251K – – –
BI
819
Ballast Inc
Kentucky
$251K – – –
WAM
820
Wallington Asset Management
Indiana
$251K – – –
CBFP
821
Cedar Brook Financial Partners
Ohio
$250K +$2.72K +27 +1%
CG
822
Caprock Group
Idaho
$250K +$5.43K +54 +2%
SHGA
823
Sand Hill Global Advisors
California
$249K -$56.6K -563 -19%
CCA
824
Childress Capital Advisors
Texas
$249K -$52.8K -525 -17%
MYIA
825
Mount Yale Investment Advisors
Colorado
$248K -$1.41K -14 -0.6%
31 32
33
34 35