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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 %
HA
1001
Harbor Advisors
Florida
$296K – – –
FA
1002
Fortis Advisors
Pennsylvania
$296K – – –
CFO
1003
Callan Family Office
Pennsylvania
$295K +$295K +1,997 New
RCP
1004
Rothschild Capital Partners
New York
$294K +$294K +1,990 New
PA
1005
PFG Advisors
Arizona
$293K +$887 +6 +0.3%
P
1006
Pitcairn
Pennsylvania
$292K +$47.5K +321 +19%
NAM
1007
NorthCrest Asset Manangement
Minnesota
$292K +$33.1K +224 +13%
SIA
1008
Schechter Investment Advisors
Michigan
$291K +$27.2K +184 +10%
MWM
1009
Modera Wealth Management
New Jersey
$288K -$5.18K -35 -2%
MBT
1010
Montecito Bank & Trust
California
$288K +$25.6K +173 +10%
BDL
1011
Banque de Luxembourg
Luxembourg
$288K +$288K +1,936 New
GWSG
1012
GPS Wealth Strategies Group
Colorado
$287K +$7.25K +49 +3%
LF
1013
Lantz Financial
Illinois
$286K -$27.5K -186 -9%
DJSG
1014
D.J. St. Germain
Massachusetts
$285K +$2.96K +20 +1%
NWA
1015
Navis Wealth Advisors
New York
$285K +$2.51K +17 +0.9%
PCG
1016
Prosperity Consulting Group
Maryland
$285K +$285K +1,925 New
CW
1017
CreativeOne Wealth
Kansas
$285K +$285K +1,924 New
MCM
1018
MidAtlantic Capital Management
Virginia
$281K – – –
OP
1019
ORG Partners
Indiana
$280K -$34K -230 -11%
CCA
1020
Conservest Capital Advisors
Pennsylvania
$280K -$46.3K -313 -14%
CAG
1021
Csenge Advisory Group
Florida
$279K +$57.1K +386 +26%
LIA
1022
Lynx Investment Advisory
District of Columbia
$279K +$296 +2 +0.1%
BMD
1023
Better Money Decisions
New Mexico
$277K -$28.4K -192 -9%
GLA
1024
Great Lakes Advisors
Illinois
$276K -$2.37K -16 -0.9%
WMA
1025
Wealth Management Associates
New Jersey
$276K -$7.4K -50 -3%
39 40
41
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