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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
1
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
3
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
5
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
3
ValueAct Holdings
California
$192M
4
Morgan Stanley
4
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
951
Jones Financial Companies
Missouri
$35.8K +$29.5K +293 +465%
NMM
952
Naples Money Management
Florida
$35.7K -$16.1K -160 -31%
OIAM
953
OFI Invest Asset Management
France
$34.5K -$5.03K -54 -13%
GEA
954
Glen Eagle Advisors
New Jersey
$34.4K +$15.1K +150 +78%
Kayne Anderson Rudnick Investment Management
955
Kayne Anderson Rudnick Investment Management
California
$34.1K +$4.04K +40 +13%
NS
956
NBC Securities
Alabama
$33K +$3.36K +34 +11%
CFS
957
CGC Financial Services
Oregon
$32.7K +$32.7K +325 New
CG
958
Cutler Group
California
$29K -$584K -5,837 -95%
RFG
959
RFP Financial Group
Georgia
$28.8K +$3.12K +31 +12%
PB
960
Pinnacle Bancorp
Nebraska
$28.7K -$8.35K -83 -23%
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$27.5K +$5.63K +56 +26%
RTC
962
Riverview Trust Company
Washington
$27.5K +$27.5K +273 New
JWA
963
JFS Wealth Advisors
Pennsylvania
$25.5K +$15.8K +157 +162%
RMC
964
Resources Management Corp
Connecticut
$25K – – –
CWM
965
Compass Wealth Management
Connecticut
$22.9K +$22.9K +228 New
CCA
966
Catalyst Capital Advisors
New York
$21.1K – – –
HI
967
Harbour Investments
Wisconsin
$21K -$503 -5 -2%
AAG
968
Armstrong Advisory Group
Massachusetts
$19.2K – – –
PFA
969
Pathway Financial Advisers
Indiana
$18.6K – – –
MAM
970
Meeder Asset Management
Ohio
$18.6K +$18.6K +185 New
CWM
971
Cedar Wealth Management
California
$15.7K +$15.7K +156 New
RCM
972
Raleigh Capital Management
North Carolina
$15.1K +$9.56K +95 +173%
OC
973
Oakworth Capital
Alabama
$14.8K – – –
QL
974
Quarry LP
New York
$13.8K +$13.8K +137 New
AWM
975
Atticus Wealth Management
Florida
$13.4K – – –
37 38
39
40 41