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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 %
SIC
826
SJS Investment Consulting
Ohio
$43K -$249 -3 -0.6%
NMM
827
Naples Money Management
Florida
$42.7K +$42.7K +515 New
SVCP
828
Silicon Valley Capital Partners
California
$41.9K +$83 +1 +0.2%
FWM
829
Focused Wealth Management
New York
$41.5K +$83 +1 +0.2%
AA
830
Ancora Advisors
Ohio
$41.4K – – –
PCMC
831
Planning Capital Management Corporation
Pennsylvania
$41.4K +$41.4K +500 New
FUBT
832
First United Bank & Trust
Maryland
$41.4K +$41.4K +500 New
HIIFS
833
Harel Insurance Investments & Financial Services
Israel
$41K – – –
TPCW
834
TD Private Client Wealth
New York
$40.8K – – –
PCM
835
Penserra Capital Management
California
$38K +$32.4K +400 +580%
MTIC
836
Missouri Trust & Investment Company
Missouri
$37.9K +$30.5K +368 +409%
SWA
837
SOA Wealth Advisors
New York
$37.5K – – –
HBW
838
Hazlett, Burt & Watson
West Virginia
$36K – – –
UOTTAIMCU
839
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$35.6K +$35.6K +430 New
RAM
840
Riggs Asset Management
Pennsylvania
$34.6K – – –
RIM
841
Rakuten Investment Management
Japan
$34.4K +$34.4K +412 New
OIAM
842
OFI Invest Asset Management
France
$31.8K -$150 -2 -0.5%
PB
843
Pinnacle Bancorp
Nebraska
$30.5K – – –
TCWA
844
Turtle Creek Wealth Advisors
Texas
$30.4K +$30.4K +367 New
C
845
Covestor
United Kingdom
$30K +$168 +2 +0.6%
BWM
846
Baystate Wealth Management
Massachusetts
$27K +$1.74K +21 +7%
AF
847
Advisornet Financial
Minnesota
$26.8K – – –
Kayne Anderson Rudnick Investment Management
848
Kayne Anderson Rudnick Investment Management
California
$24.8K +$6.98K +84 +39%
NS
849
NBC Securities
Alabama
$24K -$32K -400 -57%
AT
850
Avalon Trust
New Mexico
$23.5K – – –
32 33
34
35 36