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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 %
CAM
876
Concorde Asset Management
Michigan
$225K +$225K +2,134 New
MOS
877
MGO One Seven
Ohio
$225K -$149K -1,417 -40%
CCA
878
Conservest Capital Advisors
Pennsylvania
$222K – – –
BMC
879
Beaton Management Company
Massachusetts
$221K – – –
SIM
880
Sentry Investment Management
Wisconsin
$219K +$219K +2,083 New
LF
881
Lantz Financial
Illinois
$218K -$3.68K -35 -2%
ACA
882
American Capital Advisory
Idaho
$217K -$82.9K -1,000 -28%
BMD
883
Better Money Decisions
New Mexico
$217K -$526 -5 -0.2%
GIA
884
Guyasuta Investment Advisors
Pennsylvania
$216K – – –
AFA
885
AA Financial Advisors
Ohio
$216K -$2.84K -27 -1%
FCIM
886
Fairview Capital Investment Management
California
$213K – – –
SGI
887
Summit Global Investments
Utah
$213K +$213K +2,022 New
VSQM
888
V-Square Quantitative Management
Illinois
$212K +$212K +2,019 New
VIM
889
VELA Investment Management
Ohio
$211K – – –
FA
890
Fortis Advisors
Pennsylvania
$210K -$52.6K -500 -20%
A
891
Allianz
Germany
$210K -$47.6K -452 -18%
DWA
892
Douglass Winthrop Advisors
New York
$210K – – –
BMC
893
Benin Management Corp
Connecticut
$210K – – –
AAM
894
Aureus Asset Management
Massachusetts
$210K – – –
WSCM
895
Wellington Shields Capital Management
New York
$210K – – –
HA
896
Harbor Advisors
Florida
$210K – – –
SYBT
897
Stock Yards Bank & Trust
Kentucky
$210K – – –
GFL
898
Granite FO LLC
New Hampshire
$210K – – –
MWM
899
Modera Wealth Management
New Jersey
$209K +$209K +1,983 New
ECG
900
Edge Capital Group
Georgia
$208K -$55.3K -525 -21%
34 35
36
37 38