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KKR & Co
KKR

Overview Fund Activity

1,064 hedge funds and large institutions have $56.4B invested in KKR & Co in 2024 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 448 increasing their positions, 309 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+32
Holders Change %
+3.1%
% of All Funds
15.48%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
137
Increased
448
Reduced
309
Closed
90
Calls
$521M
Puts
$330M
Net Calls
+$191M
Net Calls Change
+$110M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.83B
2
State Street
2
State Street
Massachusetts
$2.76B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.83B
4
BlackRock
4
BlackRock
New York
$4.57B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$377M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$124M
2
Millennium Management
2
Millennium Management
New York
$27.8M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$798M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$17.2M
5
VVP
5
Vulcan Value Partners
Alabama
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1001
Meeder Asset Management
Ohio
$20.9K +$1.47K +14 +8%
GLR
1002
Great Lakes Retirement
Ohio
$20.3K +$20.3K +193 New
PFA
1003
Pathway Financial Advisers
Indiana
$19.5K +$105 +1 +0.5%
TSMHT
1004
Thurston Springer Miller Herd & Titak
Indiana
$18.7K +$18.7K +178 New
PCWA
1005
Pacific Capital Wealth Advisors
California
$17.6K +$13.9K +132 +377%
HGERS
1006
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +160 New
RCM
1007
Raleigh Capital Management
North Carolina
$15.8K – – –
OC
1008
Oakworth Capital
Alabama
$15.5K – – –
AWM
1009
Atticus Wealth Management
Florida
$14K – – –
CA
1010
Crewe Advisors
Utah
$13.2K -$36.1K -343 -73%
GKIM
1011
GW&K Investment Management
Massachusetts
$13K +$13K +127 New
BFPW
1012
BOK Financial Private Wealth
Colorado
$12.2K – – –
JWA
1013
JFS Wealth Advisors
Pennsylvania
$11.6K -$15.2K -144 -57%
CWM
1014
Cedar Wealth Management
California
$11.5K -$4.95K -47 -30%
CFD
1015
Creative Financial Designs
Indiana
$11.4K – – –
CPA
1016
Clear Point Advisors
New York
$11.1K +$11.1K +105 New
State of Tennessee, Department of Treasury
1017
State of Tennessee, Department of Treasury
Tennessee
$10.5K +$10.5K +100 New
EAM
1018
Empirical Asset Management
Massachusetts
$10.3K +$10.3K +10,331 New
S
1019
Sachetta
Massachusetts
$10.3K +$7.56K +63 +274%
CFGS
1020
Concourse Financial Group Securities
Alabama
$10.1K +$4.95K +47 +96%
BCMLT
1021
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.07K – – –
GBT
1022
Grove Bank & Trust
Florida
$8.84K – – –
CAL
1023
Capital Advisors Ltd
Ohio
$8K -$533 -5 -6%
CA
1024
CoreCap Advisors
Michigan
$7.58K +$6.74K +64 +800%
CT
1025
Colonial Trust
South Carolina
$7.5K +$846 +8 +13%
39 40
41
42 43