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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 %
GFA
901
Gallagher Fiduciary Advisors
Illinois
$421K +$93K +629 +28%
C
902
Certuity
Florida
$418K +$185K +1,250 +79%
SQA
903
Simon Quick Advisors
New Jersey
$417K +$53.2K +360 +15%
GIA
904
Guyasuta Investment Advisors
Pennsylvania
$414K – – –
ESB
905
Essex Savings Bank
Connecticut
$413K -$87.4K -591 -17%
OF
906
Optimize Financial
California
$408K +$408K +2,760 New
NFSG
907
Newbridge Financial Services Group
Florida
$404K -$25K -169 -6%
WAM
908
Wallington Asset Management
Indiana
$398K – – –
CI
909
Capital International
California
$397K +$397K +2,682 New
TC
910
TwinBeech Capital
New York
$394K -$229K -1,549 -37%
JF
911
Jump Financial
Illinois
$393K -$323K -2,181 -45%
WTB
912
Washington Trust Bank
Washington
$391K +$148 +1 +0%
Optiver Holding
913
Optiver Holding
Netherlands
$391K -$152K -1,028 -28%
AMBIA
914
Allen Mooney & Barnes Investment Advisors
Georgia
$389K – – –
AAP
915
Arax Advisory Partners
Colorado
$388K +$3.25K +22 +0.8%
MFA
916
Mayflower Financial Advisors
Massachusetts
$388K -$14.5K -98 -4%
MC
917
Middleton & Co
Massachusetts
$388K – – –
EWM
918
Evercore Wealth Management
New York
$387K +$296 +2 +0.1%
LP
919
LGL Partners
Pennsylvania
$383K +$16K +108 +4%
TDC
920
Thompson Davis & Co
Virginia
$383K +$38.6K +261 +11%
HFS
921
Hantz Financial Services
Michigan
$382K -$9.62K -65 -2%
MGIA
922
Moneta Group Investment Advisors
Missouri
$382K +$45.7K +309 +14%
TFM
923
TFC Financial Management
Massachusetts
$378K – – –
NW
924
Naviter Wealth
Arkansas
$376K +$39.6K +268 +12%
SGI
925
Summit Global Investments
Utah
$372K +$372K +2,517 New
35 36
37
38 39