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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 %
DCM
876
Dudley Capital Management
Virginia
$458K – – –
MCM
877
Mainstay Capital Management
Michigan
$453K – – –
RMDI
878
R.M. Davis Inc
Maine
$449K +$449K +3,035 New
WSC
879
Wellington Shields & Co
New York
$444K – – –
CCA
880
Cadent Capital Advisors
Oklahoma
$444K – – –
CA
881
Cornerstone Advisory
Maryland
$443K +$20.1K +143 +5%
AGC
882
Aspen Grove Capital
Colorado
$440K +$148 +1 +0%
MA
883
Montag & Associates
Georgia
$440K +$13K +88 +3%
MCWA
884
Meadow Creek Wealth Advisors
Georgia
$438K -$16.4K -111 -4%
EWA
885
Exencial Wealth Advisors
Oklahoma
$437K +$437K +2,957 New
DAS
886
Diversify Advisory Services
Utah
$437K +$437K +3,099 New
BWP
887
BlueStem Wealth Partners
Minnesota
$436K +$436K +2,951 New
WP
888
WealthPLAN Partners
Nebraska
$434K +$195K +1,320 +82%
CCA
889
Childress Capital Advisors
Texas
$434K +$19.2K +130 +5%
OAM
890
Ostrum Asset Management
France
$433K -$17.9K -121 -4%
WANY
891
Wealthspire Advisors (New York)
New York
$429K +$87.3K +590 +26%
PGFC
892
Peapack-Gladstone Financial Corp
New Jersey
$429K -$22.6K -153 -5%
SWA
893
Stratos Wealth Advisors
Ohio
$427K -$354K -2,392 -45%
NP
894
NorthRock Partners
Minnesota
$427K +$14.2K +96 +3%
RWM
895
Ritholtz Wealth Management
New York
$426K +$93.3K +631 +28%
HTC
896
Haverford Trust Company
Pennsylvania
$425K – – –
IC
897
Iconiq Capital
California
$425K +$185K +1,249 +77%
CPW
898
Catalyst Private Wealth
California
$424K – – –
SAI
899
Systematic Alpha Investments
New Jersey
$423K +$423K +2,860 New
LFASL
900
Lugano Financial Advisors SA (LFA)
Switzerland
$422K – – –
34 35
36
37 38