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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 %
BPC
851
Banque Pictet & Cie
Switzerland
$253K – – –
JFG
852
Jefferies Financial Group
New York
$251K – – –
CCA
853
Catalyst Capital Advisors
New York
$250K +$228K +2,170 +1,033%
CHA
854
Carmichael Hill & Associates
Maryland
$249K -$105K -1,001 -30%
RIA
855
Realta Investment Advisors
Delaware
$249K -$67.4K -640 -21%
CCM
856
Coldstream Capital Management
Washington
$248K -$27.3K -259 -10%
LP
857
LGL Partners
Pennsylvania
$246K +$246K +2,340 New
FNT
858
First National Trust
Pennsylvania
$246K -$3.58K -34 -1%
DWM
859
Drive Wealth Management
Utah
$243K +$7.68K +73 +3%
TAM
860
Tocqueville Asset Management
New York
$243K +$243K +2,310 New
SW
861
SteelPeak Wealth
California
$242K -$17.3K -164 -7%
EMAM
862
Encompass More Asset Management
California
$242K +$242K +2,297 New
PTCG
863
Pring Turner Capital Group
California
$240K – – –
SIM
864
Stratos Investment Management
Ohio
$240K +$3.26K +31 +1%
FRA
865
Frank Rimerman Advisors
California
$238K +$238K +2,260 New
GBA
866
Garrison Bradford & Associates
New York
$237K – – –
APP
867
Avantax Planning Partners
Iowa
$233K -$123K -1,166 -34%
SQA
868
Simon Quick Advisors
New Jersey
$231K -$339K -3,220 -59%
William Blair Investment Management
869
William Blair Investment Management
Illinois
$230K – – –
MWC
870
MBM Wealth Consultants
Missouri
$229K – – –
BJL
871
Brighton Jones LLC
Washington
$228K +$228K +2,164 New
FIA
872
Foundations Investment Advisors
Arizona
$227K +$4.32K +41 +2%
NEI
873
Northwest & Ethical Investments
Ontario, Canada
$226K -$189K -1,800 -46%
BWCS
874
Beirne Wealth Consulting Services
Connecticut
$226K – – –
ACP
875
Aviance Capital Partners
Florida
$225K – – –
33 34
35
36 37