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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 %
HNB
926
Hilltop National Bank
Wyoming
$75.3K +$75.3K +749 New
TFGT
927
TS Financial Group (TSFG)
Illinois
$73K – – –
BGAI
928
Bruce G. Allen Investments
Colorado
$72.7K +$8.05K +80 +12%
BFEC
929
Benjamin F. Edwards & Company
Missouri
$68K +$66.6K +666 +4,757%
WTA
930
Washington Trust Advisors
Massachusetts
$62.3K -$704 -7 -1%
FFWA
931
FRG Family Wealth Advisors
Washington
$61.7K +$61.7K +663 New
SWC
932
Spectrum Wealth Counsel
Indiana
$60.8K +$60.8K +604 New
CFO
933
CVA Family Office
Colorado
$57.8K – – –
AIM
934
Arcadia Investment Management
Michigan
$57.1K – – –
IFAM
935
Institutional & Family Asset Management
Colorado
$55.2K +$101 +1 +0.2%
DMBA
936
Deseret Mutual Benefit Administrators
Utah
$52.6K – – –
SIC
937
SJS Investment Consulting
Ohio
$52.3K +$101 +1 +0.2%
WWP
938
WR Wealth Planners
Missouri
$51.7K +$51.7K +514 New
SVCP
939
Silicon Valley Capital Partners
California
$50.9K +$101 +1 +0.2%
PCMC
940
Planning Capital Management Corporation
Pennsylvania
$50.3K – – –
AA
941
Ancora Advisors
Ohio
$50.3K – – –
FUBT
942
First United Bank & Trust
Maryland
$50.3K – – –
HIIFS
943
Harel Insurance Investments & Financial Services
Israel
$50K – – –
CA
944
Crewe Advisors
Utah
$47.1K +$47.1K +468 New
SWA
945
SOA Wealth Advisors
New York
$45.5K – – –
HBW
946
Hazlett, Burt & Watson
West Virginia
$45K – – –
MTIC
947
Missouri Trust & Investment Company
Missouri
$43.6K -$2.51K -25 -5%
RAM
948
Riggs Asset Management
Pennsylvania
$43.3K +$1.21K +12 +3%
AF
949
Advisornet Financial
Minnesota
$42.1K +$9.56K +95 +29%
TFIPS
950
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.2K +$20.1K +200 +125%
36 37
38
39 40