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KKR & Co
KKR

Overview Fund Activity

915 hedge funds and large institutions have $42.1B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 275 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+123
Holders Change %
+15.53%
% of All Funds
13.41%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
189
Increased
275
Reduced
316
Closed
54
Calls
$388M
Puts
$316M
Net Calls
+$71.5M
Net Calls Change
-$77.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
2
Millennium Management
New York
$777M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
4
Morgan Stanley
New York
$657M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.72B
2
VH
2
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHCM
951
Brevan Howard Capital Management
Jersey
– -$247K -4,016 Closed
BFA
952
Bragg Financial Advisors
North Carolina
– -$233K -3,777 Closed
SPC
953
Sigma Planning Corp
Michigan
– -$220K -3,572 Closed
GCM
954
Graham Capital Management
Connecticut
– -$211K -3,421 Closed
Capstone Investment Advisors
955
Capstone Investment Advisors
New York
– -$210K -3,413 Closed
CCP
956
Carmel Capital Partners
California
– -$150K -2,436 Closed
BAAM
957
Baker Avenue Asset Management
California
– -$126K -2,049 Closed
IUHSA
958
Itau Unibanco Holding S.A.
Brazil
– -$75.8K -1,230 Closed
CBT
959
CoreFirst Bank & Trust
Kansas
– -$58.2K -945 Closed
WWP
960
WR Wealth Planners
Missouri
– -$30.8K -500 Closed
AT
961
Arlington Trust
Alabama
– -$25.8K -419 Closed
AP
962
Arlington Partners
Alabama
– -$25.8K -419 Closed
SIA
963
SkyView Investment Advisors
New Jersey
– -$22K -361 Closed
RTC
964
Riverview Trust Company
Washington
– -$16.8K -273 Closed
FAM
965
Flaharty Asset Management
Florida
– -$11.1K -180 Closed
CA
966
Centerpoint Advisors
Massachusetts
– -$7K -113 Closed
WT
967
Washington Trust
Rhode Island
– -$4.93K -80 Closed
HCM
968
Highlander Capital Management
New Jersey
– -$5K -79 Closed
EARNEST Partners
969
EARNEST Partners
Georgia
– -$3.63K -59 Closed
CPG
970
Cornerstone Planning Group
New Jersey
– -$431 -7 Closed
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