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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 %
S
901
Sachetta
Massachusetts
$1.91K +$1.91K +23 New
CP
902
Castleview Partners
Texas
$1.66K – – –
FCA
903
FinTrust Capital Advisors
South Carolina
$1.41K – – –
MCM
904
MV Capital Management
Maryland
$1.08K +$1.08K +13 New
BFEC
905
Benjamin F. Edwards & Company
Missouri
$1K -$128K -1,791 -99%
AW
906
Avion Wealth
Texas
$1K – – –
GM
907
GeoWealth Management
Illinois
$1K +$1K +17 New
DFA
908
DHJJ Financial Advisors
Illinois
$829 – – –
GI
909
Gradient Investments
Minnesota
$663 – – –
TWP
910
TFO Wealth Partners
Ohio
$580 – – –
DWA
911
Delos Wealth Advisors
Texas
$249 – – –
PS
912
Planned Solutions
California
$249 +$249 +3 New
VWA
913
Valued Wealth Advisors
Utah
$185 +$185 +3 New
CIA
914
Cape Investment Advisory
Georgia
$166 +$166 +2 New
AWM
915
Abound Wealth Management
Tennessee
$21 – – –
DWM
916
Dogwood Wealth Management
Kansas
$9 – – –
ECU
917
Egerton Capital (UK)
United Kingdom
– -$85.9M -1,394,577 Closed
Tiger Global Management
918
Tiger Global Management
New York
– -$31.5M -511,000 Closed
TFP
919
Triple Frond Partners
California
– -$30.4M -493,692 Closed
Qube Research & Technologies (QRT)
920
Qube Research & Technologies (QRT)
United Kingdom
– -$29.1M -472,989 Closed
Tudor Investment Corp
921
Tudor Investment Corp
Connecticut
– -$18.4M -298,457 Closed
CPIH
922
Consolidated Press International Holdings
Australia
– -$13.1M -212,127 Closed
KWILP
923
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$10M -162,923 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
924
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6.33M -102,800 Closed
MA
925
MYDA Advisors
New York
– -$5.17M -84,000 Closed
35 36
37
38 39