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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 %
HFS
826
Hantz Financial Services
Michigan
$277K -$41.8K -397 -13%
AMBIA
827
Allen Mooney & Barnes Investment Advisors
Georgia
$277K – – –
MC
828
Middleton & Co
Massachusetts
$276K – – –
BTI
829
Blue Trust Inc
Georgia
$273K +$79.1K +786 +41%
KFGK
830
Keystone Financial Group (Kentucky)
Kentucky
$272K +$8.1K +77 +3%
AAP
831
Arax Advisory Partners
Colorado
$271K +$20.6K +196 +8%
TFM
832
TFC Financial Management
Massachusetts
$268K -$316 -3 -0.1%
BI
833
Ballast Inc
Kentucky
$265K +$1.68K +16 +0.6%
SAM
834
Silvercrest Asset Management
New York
$264K – – –
SEIA
835
Signature Estate & Investment Advisors
California
$263K +$263K +2,501 New
WAM
836
Wallington Asset Management
Indiana
$263K – – –
CCA
837
Childress Capital Advisors
Texas
$262K +$1.58K +15 +0.6%
QC
838
QCM Cayman
Texas
$259K +$259K +2,465 New
VFO
839
Virtus Family Office
Texas
$259K -$29.2K -277 -10%
CPWM
840
Cypress Point Wealth Management
Texas
$259K +$1.05K +10 +0.4%
MYIA
841
Mount Yale Investment Advisors
Colorado
$258K -$1.79K -17 -0.7%
IGAM
842
iA Global Asset Management
Quebec, Canada
$257K -$21.1K -200 -8%
UB
843
UMB Bank
Missouri
$256K +$22.3K +212 +10%
FWM
844
FFT Wealth Management
Pennsylvania
$256K +$256K +2,433 New
SHGA
845
Sand Hill Global Advisors
California
$256K -$5.16K -49 -2%
HCP
846
Hexagon Capital Partners
Arkansas
$255K +$105 +1 +0%
SC
847
Scotia Capital
Ontario, Canada
$254K +$13.5K +128 +6%
DOA
848
D'Orazio & Associates
Virginia
$254K +$2K +19 +0.8%
OP
849
ORG Partners
Indiana
$253K +$253K +2,421 New
HTC
850
Haverford Trust Company
Pennsylvania
$253K +$7.16K +68 +3%
32 33
34
35 36