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KKR & Co
KKR

Overview Fund Activity

1,031 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, 356 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+117
Holders Change %
+12.8%
% of All Funds
14.95%
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
356
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 %
CTC
976
Central Trust Company
Missouri
$12.1K – – –
BFPW
977
BOK Financial Private Wealth
Colorado
$11.7K +$11.7K +116 New
ANBT
978
American National Bank & Trust
Texas
$11.7K – – –
QC
979
Quent Capital
New York
$11.3K +$11.3K +112 New
CFD
980
Creative Financial Designs
Indiana
$10.9K – – –
WPWM
981
Western Pacific Wealth Management
Illinois
$10.1K -$363K -3,601 -97%
MSG
982
Main Street Group
Virginia
$10.1K – – –
BCMLT
983
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.65K +$8.65K +86 New
GBT
984
Grove Bank & Trust
Florida
$8.45K -$10.1K -100 -54%
CAL
985
Capital Advisors Ltd
Ohio
$8K +$900 +9 +13%
FG
986
Fairman Group
Pennsylvania
$6.64K – – –
SRCM
987
Signature Resources Capital Management
California
$6.38K – – –
CT
988
Colonial Trust
South Carolina
$6.34K -$201 -2 -3%
CWA
989
Core Wealth Advisors
Florida
$6.34K – – –
BAM
990
Bellevue Asset Management
Washington
$6.24K -$503 -5 -7%
RG
991
Retirement Group
California
$6.14K +$6.14K +61 New
FMP
992
Financial Management Professionals
Texas
$6K – – –
PWMG
993
Private Wealth Management Group
New Jersey
$5.43K -$604 -6 -10%
CCM
994
Chilton Capital Management
Texas
$5.13K – – –
SIC
995
Salem Investment Counselors
North Carolina
$5.13K +$5.13K +51 New
CFGS
996
Concourse Financial Group Securities
Alabama
$4.93K +$905 +9 +23%
PCFFS
997
Pacific Center for Financial Services
California
$4.73K +$4.73K +47 New
PPC
998
Park Place Capital
Alabama
$4.73K +$4.73K +47 New
MG
999
Mather Group
Illinois
$4.64K +$4.64K +56 New
BIA
1000
Bell Investment Advisors
California
$4.63K – – –
38 39
40
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