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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
1
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
2
Millennium Management
New York
$777M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
4
Morgan Stanley
New York
$657M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.72B
2
VH
2
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
851
Hollencrest Capital Management
California
$22K -$5.97K -72 -21%
RFG
852
RFP Financial Group
Georgia
$21.1K – – –
RMC
853
Resources Management Corp
Connecticut
$21K – – –
AAG
854
Armstrong Advisory Group
Massachusetts
$19.2K – – –
BTI
855
Blue Trust Inc
Georgia
$19K +$12.6K +211 +197%
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$18K -$41.2K -497 -70%
HI
857
Harbour Investments
Wisconsin
$17.7K +$12.7K +153 +251%
GWS
858
Glassman Wealth Services
Virginia
$17.6K +$3.07K +37 +21%
CCA
859
Catalyst Capital Advisors
New York
$17.4K -$17.4K -210 -50%
GEA
860
Glen Eagle Advisors
New Jersey
$15.9K – – –
PFA
861
Pathway Financial Advisers
Indiana
$15.3K +$83 +1 +0.5%
GBT
862
Grove Bank & Trust
Florida
$15.2K -$2.07K -25 -12%
CAC
863
Core Alternative Capital
Georgia
$13.4K -$5.9K -71 -31%
TFIPS
864
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.3K +$13.3K +160 New
OC
865
Oakworth Capital
Alabama
$12.2K +$12.2K +147 New
AWM
866
Atticus Wealth Management
Florida
$11K – – –
CTC
867
Central Trust Company
Missouri
$9.94K – – –
ANBT
868
American National Bank & Trust
Texas
$9.61K -$73.2K -884 -88%
CFD
869
Creative Financial Designs
Indiana
$8.94K -$8.2K -99 -48%
MSG
870
Main Street Group
Virginia
$8.29K +$8.29K +100 New
JWA
871
JFS Wealth Advisors
Pennsylvania
$8.04K -$3.31K -40 -29%
SRCM
872
Signature Resources Capital Management
California
$6.38K +$6.38K +77 New
CAL
873
Capital Advisors Ltd
Ohio
$6K – – –
BAM
874
Bellevue Asset Management
Washington
$5.55K +$83 +1 +2%
FG
875
Fairman Group
Pennsylvania
$5.47K +$5.47K +66 New
33 34
35
36 37