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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
15.48%
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
$5.83B
2
State Street
State Street
Massachusetts
$2.76B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.83B
4
BlackRock
BlackRock
New York
$4.57B
5
Capital Research Global Investors
Capital Research Global Investors
California
$377M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$124M
2
Millennium Management
Millennium Management
New York
$27.8M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$798M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$17.2M
5
VVP
Vulcan Value Partners
Alabama
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGC
801
Aspen Grove Capital
Colorado
$313K -$33.2K -315 -10%
XF
802
XML Financial
Maryland
$313K +$105 +1 +0%
GRP
803
Global Retirement Partners
California
$310K +$4.42K +42 +1%
IWC
804
Integrated Wealth Concepts
Massachusetts
$309K +$41.3K +392 +15%
NCM
805
Northside Capital Management
Oregon
$306K – – –
NFSG
806
Newbridge Financial Services Group
Florida
$305K +$32.7K +311 +12%
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K +$190K +1,801 +166%
CA
808
Cornerstone Advisory
Maryland
$304K -$21K -200 -6%
MA
809
Montag & Associates
Georgia
$303K +$631 +6 +0.2%
C
810
Certuity
Florida
$303K +$2.11K +20 +0.7%
CPW
811
Catalyst Private Wealth
California
$302K +$302K +2,869 New
LFASL
812
Lugano Financial Advisors SA (LFA)
Switzerland
$300K – – –
MIS
813
Morningstar Investment Services
Illinois
$299K +$58.1K +549 +24%
MCWA
814
Meadow Creek Wealth Advisors
Georgia
$299K +$18.6K +177 +7%
WT
815
Whittier Trust
California
$298K +$46.2K +439 +18%
BEI
816
Benjamin Edwards Inc
Missouri
$292K +$17.1K +163 +6%
TFA
817
Toth Financial Advisory
Virginia
$289K +$289K +2,750 New
FCH
818
Freestone Capital Holdings
Washington
$287K +$287K +2,730 New
NB
819
Northwest Bancshares
Pennsylvania
$287K – – –
AF
820
Allworth Financial
California
$286K +$166K +1,441 +138%
AC
821
Allstate Corporation
Illinois
$285K – – –
EWM
822
Evercore Wealth Management
New York
$285K -$5.79K -55 -2%
PAM
823
Paradigm Asset Management
New York
$285K -$579K -5,500 -67%
MFA
824
Mayflower Financial Advisors
Massachusetts
$282K -$36.2K -344 -11%
WTB
825
Washington Trust Bank
Washington
$278K – – –
31 32
33
34 35