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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
1
Vanguard Group
Pennsylvania
$5.83B
2
State Street
2
State Street
Massachusetts
$2.76B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.83B
4
BlackRock
4
BlackRock
New York
$4.57B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$377M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$124M
2
Millennium Management
2
Millennium Management
New York
$27.8M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$798M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$17.2M
5
VVP
5
Vulcan Value Partners
Alabama
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
901
D.J. St. Germain
Massachusetts
$208K -$1.05K -10 -0.5%
CAM
902
Cidel Asset Management
Ontario, Canada
$205K -$29.4K -279 -13%
ATPW
903
Ashton Thomas Private Wealth
Arizona
$205K +$205K +1,945 New
BC
904
Bridgefront Capital
Texas
$201K -$218K -2,076 -52%
BP
905
Ballentine Partners
Massachusetts
$201K +$201K +1,907 New
AA
906
Alta Advisers
United Kingdom
$200K – – –
MCM
907
MidAtlantic Capital Management
Virginia
$200K – – –
GWSG
908
GPS Wealth Strategies Group
Colorado
$199K – – –
WTC
909
WhitTier Trust Company
Nevada
$195K +$79.5K +755 +69%
LIA
910
Lynx Investment Advisory
District of Columbia
$194K +$194K +1,845 New
BWL
911
Bogart Wealth LLC
Virginia
$188K +$9.16K +87 +5%
HIA
912
Harbor Investment Advisory
Maryland
$186K +$186K +1,763 New
WB
913
Webster Bank
Connecticut
$183K -$1.26K -12 -0.7%
GM
914
GeoWealth Management
Illinois
$180K +$9.89K +94 +6%
TVWM
915
Tower View Wealth Management
Wisconsin
$172K +$316 +3 +0.2%
LC
916
Lindbrook Capital
California
$167K +$28.2K +268 +20%
HI
917
Hoey Investments
Pennsylvania
$165K – – –
VNA
918
Valley National Advisers
Pennsylvania
$160K +$25.5K +243 +19%
C
919
Covestor
United Kingdom
$155K +$738 +7 +0.5%
EMFAT
920
Emerald Mutual Fund Advisers Trust
Pennsylvania
$152K +$152K +1,444 New
QL
921
Quarry LP
New York
$146K +$132K +1,254 +915%
SAS
922
Stelac Advisory Services
New York
$145K – – –
LS
923
Livforsakringsbolaget Skandia
Sweden
$143K – – –
BBHC
924
Brown Brothers Harriman & Co
New York
$138K – – –
MHR
925
Matthew Hamilton Rosenberg
$136K -$6.69K -64 -5%
35 36
37
38 39