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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 %
VIM
876
VELA Investment Management
Ohio
$202K +$202K +2,009 New
WSCM
877
Wellington Shields Capital Management
New York
$201K – – –
SYBT
878
Stock Yards Bank & Trust
Kentucky
$201K +$201K +2,000 New
DWA
879
Douglass Winthrop Advisors
New York
$201K +$201K +2,000 New
BMC
880
Benin Management Corp
Connecticut
$201K +$201K +2,000 New
BG
881
Bahl & Gaynor
Ohio
$201K +$201K +2,000 New
DBIA
882
Dumont & Blake Investment Advisors
New Jersey
$201K +$201K +2,000 New
HA
883
Harbor Advisors
Florida
$201K +$201K +2,000 New
AAM
884
Aureus Asset Management
Massachusetts
$201K +$201K +2,000 New
DTL
885
Dynamic Technology Lab
Singapore
$201K +$201K +2,003 New
DJSG
886
D.J. St. Germain
Massachusetts
$199K +$1.01K +10 +0.5%
BTI
887
Blue Trust Inc
Georgia
$194K +$162K +1,608 +506%
AA
888
Alta Advisers
United Kingdom
$191K – – –
MCM
889
MidAtlantic Capital Management
Virginia
$191K – – –
ACA
890
American Capital Advisory
Idaho
$190K +$52.5K +1,000 +38%
GWSG
891
GPS Wealth Strategies Group
Colorado
$190K – – –
WB
892
Webster Bank
Connecticut
$176K -$18.3K -182 -9%
BWL
893
Bogart Wealth LLC
Virginia
$171K – – –
TVWM
894
Tower View Wealth Management
Wisconsin
$164K +$302 +3 +0.2%
GM
895
GeoWealth Management
Illinois
$162K +$161K +1,597 +9,394%
HI
896
Hoey Investments
Pennsylvania
$158K – – –
C
897
Covestor
United Kingdom
$147K +$111K +1,106 +310%
HWA
898
HHM Wealth Advisors
Tennessee
$141K – – –
SAS
899
Stelac Advisory Services
New York
$138K +$138K +1,376 New
MHR
900
Matthew Hamilton Rosenberg
$137K +$10.7K +107 +8%
34 35
36
37 38