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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 %
SC
926
Steph & Co
Wisconsin
$127K +$1.26K +12 +1%
TCOV
927
Trust Company of Vermont
Vermont
$126K +$21K +200 +20%
HCM
928
Hollencrest Capital Management
California
$125K -$5.26K -50 -4%
PFBT
929
Parkside Financial Bank & Trust
Missouri
$124K -$17K -161 -12%
IWA
930
Icon Wealth Advisors
Texas
$115K +$115K +934 New
EWP
931
Elevation Wealth Partners
California
$108K – – –
QCG
932
Quadrant Capital Group
Ohio
$106K +$2.42K +23 +2%
O
933
Ossiam
France
$105K -$10.4M -98,469 -99%
RAM
934
Ramirez Asset Management
New York
$105K – – –
M
935
MOTCO
Texas
$105K – – –
NBT
936
Northwest Bank & Trust
Iowa
$105K – – –
DAM
937
Delta Asset Management
Tennessee
$104K – – –
PCTC
938
Perkins Coie Trust Company
Washington
$104K – – –
SIS
939
Sound Income Strategies
Florida
$103K +$105 +1 +0.1%
LI
940
LRI Investments
Florida
$96.7K +$96.7K +919 New
PTC
941
Private Trust Company
Ohio
$94.6K -$40.7K -387 -30%
NB
942
NBT Bank
New York
$90.5K – – –
CPG
943
Cornerstone Planning Group
New Jersey
$90K +$88.6K +834 +6,415%
OWA
944
Opal Wealth Advisors
New York
$86.9K +$86.9K +826 New
CH
945
Canton Hathaway
Rhode Island
$84K – – –
BFEC
946
Benjamin F. Edwards & Company
Missouri
$81K +$9.38K +89 +13%
WWP
947
WR Wealth Planners
Missouri
$80.5K +$26.4K +251 +49%
ST
948
Smithfield Trust
Pennsylvania
$80K -$8.18K -77 -9%
TFGT
949
TS Financial Group (TSFG)
Illinois
$76K – – –
GWP
950
Gen-Wealth Partners
Michigan
$74.7K +$74.7K +710 New
36 37
38
39 40