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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 %
BMC
926
Benin Management Corp
Connecticut
$261K – – –
AAM
927
Aureus Asset Management
Massachusetts
$261K – – –
WSCM
928
Wellington Shields Capital Management
New York
$261K – – –
HA
929
Harbor Advisors
Florida
$261K – – –
WAG
930
Windsor Advisory Group
Ohio
$261K +$261K +2,000 New
MWM
931
Modera Wealth Management
New Jersey
$259K – – –
YCG
932
Yeomans Consulting Group
Georgia
$259K +$259K +1,983 New
ECG
933
Edge Capital Group
Georgia
$259K – – –
PA
934
PFG Advisors
Arizona
$258K +$258K +1,975 New
MSFS
935
Main Street Financial Solutions
Pennsylvania
$256K +$256K +1,961 New
KWM
936
Kingsview Wealth Management
Oregon
$255K +$255K +1,951 New
WMA
937
Wealth Management Associates
New Jersey
$250K +$250K +1,913 New
NWA
938
Navis Wealth Advisors
New York
$250K +$250K +1,912 New
DJSG
939
D.J. St. Germain
Massachusetts
$249K -$8.23K -63 -3%
AA
940
Alta Advisers
United Kingdom
$248K – – –
LCM
941
Laurion Capital Management
New York
$248K +$248K +1,900 New
MCM
942
MidAtlantic Capital Management
Virginia
$248K – – –
AAS
943
Ameritas Advisory Services
Nebraska
$247K -$268K -2,049 -52%
GWSG
944
GPS Wealth Strategies Group
Colorado
$247K – – –
LIA
945
Lynx Investment Advisory
District of Columbia
$246K +$4.96K +38 +2%
GLA
946
Great Lakes Advisors
Illinois
$245K +$245K +1,880 New
CCA
947
Catalyst Capital Advisors
New York
$242K -$68.6K -525 -22%
AFA
948
AA Financial Advisors
Ohio
$242K -$26.1K -200 -10%
ATPW
949
Ashton Thomas Private Wealth
Arizona
$241K -$13.1K -100 -5%
IWM
950
Integris Wealth Management
California
$241K +$241K +1,845 New
36 37
38
39 40