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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 %
IWM
976
Integris Wealth Management
California
$315K +$42K +284 +15%
4WM
977
44 Wealth Management
Oregon
$314K -$26.6K -180 -8%
WA
978
Wealth Alliance
New York
$313K -$24.9K -168 -7%
EA
979
Everpar Advisors
Oklahoma
$313K +$4.44K +30 +1%
ACM
980
Aljian Capital Management
Nevada
$311K – – –
BMC
981
Beaton Management Company
Massachusetts
$311K – – –
GM
982
GeoWealth Management
Illinois
$311K +$7.54K +51 +2%
FHA
983
First Horizon Advisors
Tennessee
$309K -$12.1K -82 -4%
NG
984
Norden Group
Utah
$309K +$309K +2,089 New
SAM
985
Smartleaf Asset Management
Massachusetts
$307K +$109K +734 +55%
VFO
986
Virtus Family Office
Texas
$307K -$49.8K -337 -14%
ECG
987
Edge Capital Group
Georgia
$304K +$11.5K +78 +4%
DBIA
988
Dumont & Blake Investment Advisors
New Jersey
$300K +$4.29K +29 +1%
FCIM
989
Fairview Capital Investment Management
California
$300K – – –
APP
990
Avantax Planning Partners
Iowa
$300K – – –
EWM
991
Empirical Wealth Management
Washington
$299K +$299K +2,023 New
SIM
992
Sentry Investment Management
Wisconsin
$298K +$298K +2,018 New
VIM
993
VELA Investment Management
Ohio
$297K – – –
CAM
994
Concorde Asset Management
Michigan
$296K – – –
SC
995
Savant Capital
Illinois
$296K +$63.8K +431 +27%
GFL
996
Granite FO LLC
New Hampshire
$296K – – –
SYBT
997
Stock Yards Bank & Trust
Kentucky
$296K – – –
DWA
998
Douglass Winthrop Advisors
New York
$296K – – –
BMC
999
Benin Management Corp
Connecticut
$296K – – –
WSCM
1000
Wellington Shields Capital Management
New York
$296K – – –
38 39
40
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