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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 %
SW
826
SteelPeak Wealth
California
$248K – – –
CPWM
827
Cypress Point Wealth Management
Texas
$247K +$247K +2,452 New
A
828
Allianz
Germany
$247K +$247K +2,452 New
FHA
829
Flagship Harbor Advisors
Massachusetts
$246K +$402 +4 +0.2%
HCP
830
Hexagon Capital Partners
Arkansas
$244K -$14.9K -148 -6%
GFL
831
Granite FO LLC
New Hampshire
$243K – – –
QWP
832
Quotient Wealth Partners
Texas
$242K -$381K -3,791 -61%
BPC
833
Banque Pictet & Cie
Switzerland
$241K +$241K +2,400 New
WT
834
Whittier Trust
California
$241K +$10.4K +103 +4%
DOA
835
D'Orazio & Associates
Virginia
$240K +$240K +2,390 New
JFG
836
Jefferies Financial Group
New York
$240K -$4.16M -41,407 -95%
AAP
837
Arax Advisory Partners
Colorado
$240K +$49.1K +488 +26%
FNT
838
First National Trust
Pennsylvania
$238K +$238K +2,370 New
OCM
839
Objective Capital Management
Ohio
$237K +$237K +2,351 New
CC
840
Corton Capital
Ontario, Canada
$236K +$236K +2,348 New
HTC
841
Haverford Trust Company
Pennsylvania
$235K +$235K +2,333 New
FLC
842
Fifth Lane Capital
Texas
$234K +$234K +2,324 New
IAIM
843
International Assets Investment Management
Florida
$231K +$231K +2,308 New
SC
844
Scotia Capital
Ontario, Canada
$230K +$230K +2,288 New
PTCG
845
Pring Turner Capital Group
California
$230K +$230K +2,285 New
MIS
846
Morningstar Investment Services
Illinois
$229K -$150K -1,492 -40%
SS
847
Sunbelt Securities
Texas
$228K – – –
WPC
848
Wedmont Private Capital
Pennsylvania
$227K +$227K +2,263 New
ANTB
849
AMG National Trust Bank
Colorado
$227K +$227K +2,252 New
MPM
850
MBB Public Markets
Illinois
$226K +$226K +2,251 New
32 33
34
35 36