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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 %
HCP
826
Hardin Capital Partners
South Carolina
$564K +$1.92K +13 +0.3%
SCM
827
Shelton Capital Management
Colorado
$564K -$19.7K -133 -3%
PWM
828
Pines Wealth Management
North Carolina
$563K +$563K +3,994 New
AL
829
ADE LLC
Maryland
$563K – – –
MOS
830
MGO One Seven
Ohio
$560K +$153K +1,035 +38%
BC
831
Bridgefront Capital
Texas
$559K +$108K +728 +24%
RFA
832
Resurgent Financial Advisors
Georgia
$558K +$1.33K +9 +0.2%
TC
833
TAGStone Capital
North Carolina
$558K +$739 +5 +0.1%
GPW
834
Genesis Private Wealth
Virginia
$555K +$555K +3,754 New
AWA
835
Aaron Wealth Advisors
Illinois
$555K +$9.47K +64 +2%
SW
836
SMART Wealth
Nebraska
$555K +$555K +3,752 New
LMKC
837
L.M. Kohn & Company
Ohio
$552K -$38K -257 -6%
FTUS
838
Flow Traders U.S.
New York
$549K +$549K +3,712 New
SIM
839
SSI Investment Management
California
$547K -$740 -5 -0.1%
BBP
840
Banco BTG Pactual
Brazil
$546K +$546K +3,663 New
MSFS
841
Main Street Financial Solutions
Pennsylvania
$545K +$255K +1,725 +88%
KAM
842
Knightsbridge Asset Management
California
$543K -$23.1K -156 -4%
BPW
843
Bingham Private Wealth
California
$540K +$540K +3,653 New
CA
844
Commerzbank Aktiengesellschaft
Germany
$534K +$154K +1,037 +40%
HWA
845
HHM Wealth Advisors
Tennessee
$534K +$18K +122 +3%
TCM
846
Triumph Capital Management
Colorado
$532K -$503K -3,400 -49%
ECM
847
Evergreen Capital Management
Washington
$529K +$26.5K +179 +5%
PAM
848
Panagora Asset Management
Massachusetts
$527K -$148 -1 -0%
CM
849
Cercano Management
Washington
$527K – – –
CNBTD
850
Citizens National Bank Trust Department
Mississippi
$526K – – –
32 33
34
35 36