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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$486M
2
Coatue Management
Coatue Management
New York
+$355M
3
Millennium Management
Millennium Management
New York
+$262M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$165M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$631M
2
Jane Street
Jane Street
New York
-$428M
3
ACM
AKRE Capital Management
Virginia
-$300M
4
Capital International Investors
Capital International Investors
California
-$266M
5
LPC
Lone Pine Capital
Connecticut
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
901
Avestar Capital
New York
$279K +$279K +2,136 New
LCM
902
Landscape Capital Management
New Jersey
$278K -$1.95M -14,943 -88%
LF
903
Lantz Financial
Illinois
$277K +$6.01K +46 +2%
OP
904
ORG Partners
Indiana
$277K -$39.2K -300 -12%
FIA
905
Foundations Investment Advisors
Arizona
$276K -$6.27K -48 -2%
QWP
906
Quotient Wealth Partners
Texas
$276K +$276K +2,110 New
ACM
907
Aljian Capital Management
Nevada
$275K +$275K +2,103 New
BMC
908
Beaton Management Company
Massachusetts
$274K – – –
EA
909
Everpar Advisors
Oklahoma
$272K +$272K +2,083 New
ANTB
910
AMG National Trust Bank
Colorado
$271K +$271K +2,079 New
BMD
911
Better Money Decisions
New Mexico
$270K – – –
William Blair Investment Management
912
William Blair Investment Management
Illinois
$269K -$16.5K -126 -6%
GM
913
GeoWealth Management
Illinois
$268K +$44.7K +342 +20%
VPP
914
Vertex Planning Partners
Illinois
$265K +$265K +2,028 New
FCIM
915
Fairview Capital Investment Management
California
$265K – – –
APP
916
Avantax Planning Partners
Iowa
$264K -$25.2K -193 -9%
SC
917
Scotia Capital
Ontario, Canada
$264K -$51.3K -393 -16%
LCWP
918
Legacy Capital Wealth Partners
Arkansas
$264K -$1.5M -11,518 -85%
VIM
919
VELA Investment Management
Ohio
$262K – – –
CAM
920
Concorde Asset Management
Michigan
$261K -$17.2K -132 -6%
DBIA
921
Dumont & Blake Investment Advisors
New Jersey
$261K -$261K -2,000 -50%
FA
922
Fortis Advisors
Pennsylvania
$261K – – –
SYBT
923
Stock Yards Bank & Trust
Kentucky
$261K – – –
GFL
924
Granite FO LLC
New Hampshire
$261K – – –
DWA
925
Douglass Winthrop Advisors
New York
$261K – – –
35 36
37
38 39