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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 %
LS
901
Livforsakringsbolaget Skandia
Sweden
$136K – – –
PFBT
902
Parkside Financial Bank & Trust
Missouri
$135K +$11.6K +115 +9%
WBC
903
Westpac Banking Corp
Australia
$133K +$7.64K +76 +6%
LC
904
Lindbrook Capital
California
$133K +$5.43K +54 +4%
BBHC
905
Brown Brothers Harriman & Co
New York
$132K -$77.8K -774 -37%
PTC
906
Private Trust Company
Ohio
$129K +$54.2K +539 +72%
VNA
907
Valley National Advisers
Pennsylvania
$128K +$49.2K +493 +62%
HCM
908
Hollencrest Capital Management
California
$125K +$98.1K +975 +368%
SC
909
Steph & Co
Wisconsin
$120K -$8.05K -80 -6%
WTC
910
WhitTier Trust Company
Nevada
$111K – – –
JFGIW
911
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K -$182K -1,805 -62%
AF
912
Allworth Financial
California
$105K +$5.63K +56 +6%
EWP
913
Elevation Wealth Partners
California
$103K -$50.3K -500 -33%
RAM
914
Ramirez Asset Management
New York
$101K – – –
M
915
MOTCO
Texas
$101K – – –
TCOV
916
Trust Company of Vermont
Vermont
$101K – – –
DAM
917
Delta Asset Management
Tennessee
$99.7K – – –
QCG
918
Quadrant Capital Group
Ohio
$99K +$805 +8 +0.8%
PCTC
919
Perkins Coie Trust Company
Washington
$99K – – –
SIS
920
Sound Income Strategies
Florida
$98.2K +$201 +2 +0.2%
NBT
921
Northwest Bank & Trust
Iowa
$93.1K – – –
EC
922
EntryPoint Capital
New York
$89.9K -$210K -2,086 -70%
NB
923
NBT Bank
New York
$86.5K – – –
ST
924
Smithfield Trust
Pennsylvania
$81K -$119K -1,219 -59%
CH
925
Canton Hathaway
Rhode Island
$80K – – –
35 36
37
38 39