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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 %
LWL
851
Leo Wealth LLC
Texas
$526K -$1.04K -7 -0.2%
GWM
852
Gitterman Wealth Management
New Jersey
$525K – – –
SS
853
Sunbelt Securities
Texas
$524K -$1.78K -12 -0.3%
MCCA
854
Mill Creek Capital Advisors
Pennsylvania
$518K +$518K +3,500 New
SEIA
855
Signature Estate & Investment Advisors
California
$517K +$1.48K +10 +0.3%
ATC
856
Argent Trust Co
Tennessee
$516K +$29.6K +200 +6%
VCM
857
Voleon Capital Management
California
$514K +$514K +3,473 New
CCA
858
Clearwater Capital Advisors
Illinois
$502K -$29.6K -200 -6%
CWS
859
Cypress Wealth Services
California
$501K +$7.99K +54 +2%
NCFG
860
New Century Financial Group
New Jersey
$500K -$127K -834 -20%
LIM
861
Leavell Investment Management
Alabama
$498K – – –
CWP
862
Concord Wealth Partners
Virginia
$498K -$95.6K -646 -16%
LCM
863
LRT Capital Management
Texas
$493K +$493K +3,330 New
AC
864
Apella Capital
Connecticut
$489K -$2.52K -17 -0.5%
IWC
865
Integrated Wealth Concepts
Massachusetts
$488K +$105K +707 +27%
RAG
866
RIA Advisory Group
Iowa
$480K +$480K +3,247 New
KWM
867
Kolinsky Wealth Management
New Jersey
$477K -$13.5K -91 -3%
HIA
868
Harbor Investment Advisory
Maryland
$476K +$106K +717 +29%
OIS
869
Okabena Investment Services
Minnesota
$476K -$288K -1,949 -38%
JWM
870
Jackson Wealth Management
Florida
$475K +$131K +886 +38%
HCM
871
Hodges Capital Management
Texas
$473K -$45.5K -308 -9%
LC
872
Lindbrook Capital
California
$470K +$15.1K +102 +3%
NEI
873
Northwest & Ethical Investments
Ontario, Canada
$470K -$103K -700 -18%
SFG
874
Sovereign Financial Group
Connecticut
$469K +$1.33K +9 +0.3%
MTWM
875
Masso Torrence Wealth Management
New Jersey
$468K +$148 +1 +0%
33 34
35
36 37