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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
851
Private Trust Company
Ohio
$340K +$223K +1,705 +190%
AAP
852
Arax Advisory Partners
Colorado
$340K +$3.26K +25 +1%
IWC
853
Integrated Wealth Concepts
Massachusetts
$339K -$44.3K -339 -12%
CA
854
Commerzbank Aktiengesellschaft
Germany
$335K +$335K +2,561 New
TFM
855
TFC Financial Management
Massachusetts
$333K +$392 +3 +0.1%
FWM
856
FFT Wealth Management
Pennsylvania
$332K +$13.8K +106 +4%
SAM
857
Silvercrest Asset Management
New York
$327K – – –
HIA
858
Harbor Investment Advisory
Maryland
$327K +$96.6K +740 +42%
BI
859
Ballast Inc
Kentucky
$326K -$2.09K -16 -0.6%
CPWM
860
Cypress Point Wealth Management
Texas
$325K +$3.66K +28 +1%
LP
861
LGL Partners
Pennsylvania
$324K +$18.5K +142 +6%
REMPR
862
Roof Eidam Maycock Peralta (REMP)
California
$322K +$322K +2,465 New
MYIA
863
Mount Yale Investment Advisors
Colorado
$321K +$1.18K +9 +0.4%
SQA
864
Simon Quick Advisors
New Jersey
$321K +$34.2K +262 +12%
Wolverine Trading
865
Wolverine Trading
Illinois
$319K +$319K +2,415 New
4WM
866
44 Wealth Management
Oregon
$319K +$319K +2,300 New
FCH
867
Freestone Capital Holdings
Washington
$317K -$39K -299 -11%
SHGA
868
Sand Hill Global Advisors
California
$317K – – –
DOA
869
D'Orazio & Associates
Virginia
$317K +$2.22K +17 +0.7%
VFO
870
Virtus Family Office
Texas
$315K -$6.92K -53 -2%
BPC
871
Banque Pictet & Cie
Switzerland
$313K – – –
OCM
872
Objective Capital Management
Ohio
$313K +$313K +2,398 New
FHA
873
Flagship Harbor Advisors
Massachusetts
$312K +$312K +2,392 New
SIM
874
Stratos Investment Management
Ohio
$311K +$13.3K +102 +4%
CHA
875
Carmichael Hill & Associates
Maryland
$310K +$522 +4 +0.2%
33 34
35
36 37