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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 %
BIA
1001
Bell Investment Advisors
California
$4.63K – – –
RWA
1002
Redmont Wealth Advisors
Illinois
$4.43K +$4.43K +44 New
FPB
1003
First PREMIER Bank
South Dakota
$4K +$4K +39 New
SAM
1004
Smartleaf Asset Management
Massachusetts
$3.72K +$3.72K +37 New
WWM
1005
Wolff Wiese Magana
California
$3.62K +$3.62K +36 New
PP
1006
PFS Partners
New Jersey
$3.52K +$3.52K +35 New
VCM
1007
Versant Capital Management
Arizona
$3.52K – – –
PCWA
1008
Pacific Capital Wealth Advisors
California
$3.52K +$3.52K +35 New
FWM
1009
FSA Wealth Management
Massachusetts
$3.42K – – –
TAM
1010
Tucker Asset Management
Colorado
$3.02K – – –
MCM
1011
MV Capital Management
Maryland
$2.92K +$1.61K +16 +123%
RA
1012
Rise Advisors
New York
$2.57K +$99 +1 +4%
NL
1013
NVWM LLC
Pennsylvania
$2.52K – – –
DPW
1014
DiNuzzo Private Wealth
Pennsylvania
$2.52K – – –
SC
1015
SouthState Corp
Florida
$2.52K +$2.52K +25 New
IA
1016
IFS Advisors
Kansas
$2.51K – – –
IGWM
1017
ICA Group Wealth Management
Colorado
$2.31K – – –
AW
1018
Avion Wealth
Texas
$2K – – –
GWM
1019
Geneos Wealth Management
Colorado
$1.91K -$54K -537 -97%
S
1020
Sachetta
Massachusetts
$1.91K – – –
VAG
1021
VisionPoint Advisory Group
Texas
$1.81K -$1.21K -12 -40%
FCA
1022
FinTrust Capital Advisors
South Carolina
$1.71K – – –
TWD
1023
True Wealth Design
Ohio
$1.51K +$1.51K +15 New
CPG
1024
Cornerstone Planning Group
New Jersey
$1.24K +$1.24K +13 New
CAC
1025
Core Alternative Capital
Georgia
$1.21K -$15K -149 -93%
39 40
41
42 43