KKR icon

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 %
CT
876
Colonial Trust
South Carolina
$5.43K – – –
Jones Financial Companies
877
Jones Financial Companies
Missouri
$5.22K +$2.82K +34 +117%
CWA
878
Core Wealth Advisors
Florida
$5.22K +$5.22K +63 New
FMP
879
Financial Management Professionals
Texas
$5K – – –
PWMG
880
Private Wealth Management Group
New Jersey
$4.97K +$4.97K +60 New
RCM
881
Raleigh Capital Management
North Carolina
$4.56K +$4.56K +55 New
LTI
882
Laffer Tengler Investments
Tennessee
$4.31K +$4.31K +52 New
CCM
883
Chilton Capital Management
Texas
$4.23K +$4.23K +51 New
LIWM
884
Long Island Wealth Management
New York
$4K +$4K +44 New
BIA
885
Bell Investment Advisors
California
$3.81K – – –
GG
886
Gleason Group
Kentucky
$3.48K +$3.48K +42 New
CFGS
887
Concourse Financial Group Securities
Alabama
$3.31K -$994 -12 -23%
ACM
888
Advent Capital Management
New York
$3.31K +$3.31K +40 New
JFA
889
JNBA Financial Advisors
Minnesota
$3.23K -$3.23K -39 -50%
FWM
890
FSA Wealth Management
Massachusetts
$3K +$3K +34 New
VCM
891
Versant Capital Management
Arizona
$2.9K +$1.16K +14 +67%
ETC
892
Exchange Traded Concepts
Oklahoma
$2.73K -$325K -3,924 -99%
VAG
893
VisionPoint Advisory Group
Texas
$2.49K -$3.4K -41 -58%
TAM
894
Tucker Asset Management
Colorado
$2.49K – – –
CAS
895
Coppell Advisory Solutions
Texas
$2.15K +$2.15K +26 New
RA
896
Rise Advisors
New York
$2.11K – – –
DPW
897
DiNuzzo Private Wealth
Pennsylvania
$2.07K +$2.07K +25 New
IA
898
IFS Advisors
Kansas
$2.07K – – –
NL
899
NVWM LLC
Pennsylvania
$2.07K +$2.07K +25 New
S
900
Sachetta
Massachusetts
$1.91K +$1.91K +23 New
34 35
36
37 38