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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.76B
2
Coatue Management
Coatue Management
New York
$355M
3
Millennium Management
Millennium Management
New York
$297M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$209M
5
Viking Global Investors
Viking Global Investors
Connecticut
$236M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$360M
2
Jane Street
Jane Street
New York
$14.7M
3
ACM
AKRE Capital Management
Virginia
$1.49B
4
Capital International Investors
Capital International Investors
California
$5.19B
5
LPC
Lone Pine Capital
Connecticut
$591M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
1001
Quadrant Capital Group
Ohio
$190K +$58.6K +449 +45%
EMFAT
1002
Emerald Mutual Fund Advisers Trust
Pennsylvania
$189K – – –
C
1003
Covestor
United Kingdom
$179K -$13.5K -103 -7%
SAM
1004
Smartleaf Asset Management
Massachusetts
$177K +$115K +874 +188%
BBHC
1005
Brown Brothers Harriman & Co
New York
$171K – – –
CH
1006
Cromwell Holdings
Wyoming
$168K +$75.7K +580 +83%
HI
1007
Hoey Investments
Pennsylvania
$165K – – –
IWA
1008
Icon Wealth Advisors
Texas
$162K +$39.9K +306 +33%
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$159K +$5.35K +41 +3%
TCOV
1010
Trust Company of Vermont
Vermont
$157K – – –
BIG
1011
Brooklyn Investment Group
New York
$152K +$152K +1,164 New
LI
1012
LRI Investments
Florida
$152K +$13.7K +91 +10%
SC
1013
Steph & Co
Wisconsin
$152K -$5.62K -43 -4%
PMFA
1014
Plante Moran Financial Advisors
Michigan
$145K +$145K +1,107 New
HI
1015
Harbour Investments
Wisconsin
$139K +$112K +854 +409%
EWP
1016
Elevation Wealth Partners
California
$134K – – –
RAM
1017
Ramirez Asset Management
New York
$131K – – –
M
1018
MOTCO
Texas
$131K – – –
NBT
1019
Northwest Bank & Trust
Iowa
$131K – – –
DAM
1020
Delta Asset Management
Tennessee
$129K – – –
MG
1021
Mather Group
Illinois
$129K +$94.3K +722 +273%
PCTC
1022
Perkins Coie Trust Company
Washington
$128K – – –
SIS
1023
Sound Income Strategies
Florida
$128K +$261 +2 +0.2%
CPG
1024
Cornerstone Planning Group
New Jersey
$119K +$1.12K +8 +0.9%
MPWT
1025
MassMutual Private Wealth & Trust
Connecticut
$119K +$59.9K +459 +102%
39 40
41
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