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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 %
EI
801
Ethic Inc
New York
$612K -$9.47K -64 -2%
CRI
802
Colonial River Investments
Virginia
$609K +$609K +4,117 New
WPC
803
Wedmont Private Capital
Pennsylvania
$609K -$929K -6,589 -60%
DIA
804
Dana Investment Advisors
Wisconsin
$604K -$60.9K -412 -9%
HCM
805
Howard Capital Management
Georgia
$603K +$30.6K +207 +5%
TCM
806
Teza Capital Management
Illinois
$603K +$603K +4,074 New
AAS
807
Ameritas Advisory Services
Nebraska
$600K +$321K +2,168 +115%
SIC
808
Samalin Investment Counsel
New York
$596K -$44.8K -303 -7%
FSA
809
Fort Sheridan Advisors
Illinois
$596K +$83K +561 +16%
KCPG
810
Kavar Capital Partners Group
Kansas
$595K – – –
GSWM
811
Golden State Wealth Management
California
$594K +$594K +4,015 New
XF
812
XML Financial
Maryland
$593K +$33.7K +228 +6%
USGIU
813
U.S. Global Investors (USGI)
Texas
$584K -$740K -5,000 -56%
VVP
814
Venture Visionary Partners
Ohio
$584K -$20.3K -137 -3%
OA
815
Operose Advisors
Wisconsin
$581K – – –
CWM
816
Calamos Wealth Management
Illinois
$580K +$11.5K +78 +2%
PPW
817
Parcion Private Wealth
Washington
$579K -$8.43K -57 -1%
TCWM
818
Total Clarity Wealth Management
Illinois
$578K -$22.2K -150 -4%
MLM
819
Mount Lucas Management
Pennsylvania
$577K -$121K -821 -17%
RFA
820
Register Financial Advisors
Georgia
$576K +$296 +2 +0.1%
MWM
821
Meridian Wealth Management
Kentucky
$571K +$571K +3,858 New
FC
822
Fjell Capital
North Dakota
$565K +$565K +3,823 New
PCM
823
Prelude Capital Management
New York
$565K -$106K -717 -16%
TWM
824
Tradition Wealth Management
Minnesota
$564K -$7.84K -53 -1%
JIC
825
Johnson Investment Counsel
Ohio
$564K +$72K +487 +15%
31 32
33
34 35