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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
$1.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
ValueAct Holdings
California
$192M
4
Morgan Stanley
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
851
Stratos Investment Management
Ohio
$226K -$119K -1,179 -34%
GBA
852
Garrison Bradford & Associates
New York
$226K +$226K +2,251 New
DWM
853
Drive Wealth Management
Utah
$225K +$225K +2,239 New
CAM
854
Cidel Asset Management
Ontario, Canada
$224K +$224K +2,231 New
UB
855
UMB Bank
Missouri
$224K -$158K -1,575 -41%
CCA
856
Conservest Capital Advisors
Pennsylvania
$222K +$222K +2,204 New
BL
857
Balentine LLC
Georgia
$220K +$220K +2,190 New
William Blair Investment Management
858
William Blair Investment Management
Illinois
$220K -$49.9K -496 -18%
MWC
859
MBM Wealth Consultants
Missouri
$218K +$218K +2,165 New
GIA
860
Guyasuta Investment Advisors
Pennsylvania
$216K – – –
BWCS
861
Beirne Wealth Consulting Services
Connecticut
$216K +$216K +2,145 New
ACP
862
Aviance Capital Partners
Florida
$215K -$62.3K -620 -22%
PA
863
PFG Advisors
Arizona
$214K +$214K +2,125 New
FIA
864
Foundations Investment Advisors
Arizona
$213K +$213K +2,120 New
LF
865
Lantz Financial
Illinois
$212K +$212K +2,111 New
FTWA
866
Fifth Third Wealth Advisors
Ohio
$212K +$212K +2,110 New
BG
867
Benedetti & Gucer
Georgia
$212K -$33.3K -332 -14%
BMC
868
Beaton Management Company
Massachusetts
$211K +$211K +2,100 New
AFG
869
Atomi Financial Group
New York
$210K +$210K +2,085 New
AFA
870
AA Financial Advisors
Ohio
$209K +$209K +2,080 New
BMD
871
Better Money Decisions
New Mexico
$208K +$208K +2,069 New
IW
872
Imprint Wealth
South Carolina
$207K +$207K +2,067 New
ACP
873
Aveo Capital Partners
Colorado
$207K +$207K +2,175 New
BCM
874
BTC Capital Management
Iowa
$206K +$206K +2,050 New
FCIM
875
Fairview Capital Investment Management
California
$204K +$204K +2,026 New
33 34
35
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