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KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
951
Connecticut Wealth Management
Connecticut
$347K +$347K +2,347 New
FNT
952
First National Trust
Pennsylvania
$346K +$296 +2 +0.1%
CCA
953
Cooper Capital Advisors
California
$345K +$345K +2,333 New
CPWM
954
Cypress Point Wealth Management
Texas
$344K -$24.4K -165 -7%
VVP
955
Vulcan Value Partners
Alabama
$343K -$274M -1,851,795 -100%
BTI
956
Blue Trust Inc
Georgia
$342K -$337K -2,280 -50%
HCP
957
Hexagon Capital Partners
Arkansas
$342K -$8.43K -57 -2%
TBT
958
Texas Bank & Trust
Texas
$340K +$340K +2,300 New
WWG
959
West Wealth Group
California
$340K +$16K +108 +5%
TAM
960
Tocqueville Asset Management
New York
$339K – – –
1C
961
111 Capital
France
$338K +$338K +2,284 New
PTCG
962
Pring Turner Capital Group
California
$337K – – –
BCM
963
Brookstone Capital Management
Illinois
$335K +$335K +2,267 New
AA
964
Alta Advisers
United Kingdom
$335K +$53.7K +363 +19%
KWM
965
Kingsview Wealth Management
Oregon
$333K +$44.7K +302 +15%
BS
966
Banco Santander
Spain
$331K +$331K +2,238 New
QWP
967
Quotient Wealth Partners
Texas
$331K +$18.5K +125 +6%
SFP
968
Shepherd Financial Partners
Massachusetts
$328K – – –
ATPW
969
Ashton Thomas Private Wealth
Arizona
$328K +$55.5K +375 +20%
WMA
970
West Michigan Advisors
Michigan
$325K +$325K +2,196 New
ANTB
971
AMG National Trust Bank
Colorado
$323K +$15.7K +106 +5%
AF
972
Advisornet Financial
Minnesota
$322K +$260K +1,759 +418%
KFGK
973
Keystone Financial Group (Kentucky)
Kentucky
$320K -$10.4K -70 -3%
FIA
974
Foundations Investment Advisors
Arizona
$319K +$6.06K +41 +2%
ACP
975
Aviance Capital Partners
Florida
$316K – – –
37 38
39
40 41