KKR icon

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 %
VWA
1026
Valued Wealth Advisors
Utah
$1.21K +$905 +9 +300%
CP
1027
Castleview Partners
Texas
$1.11K -$905 -9 -45%
DFA
1028
DHJJ Financial Advisors
Illinois
$1.01K – – –
CA
1029
CoreCap Advisors
Michigan
$805 +$805 +8 New
CA
1030
Continuum Advisory
Idaho
$511 +$511 +5 New
ACM
1031
Anfield Capital Management
California
$402 +$402 +4 New
TWP
1032
TFO Wealth Partners
Ohio
$101 -$606 -6 -86%
DWM
1033
Dogwood Wealth Management
Kansas
$7 -$9 – –
SC
1034
Samlyn Capital
New York
– -$83.3M -1,005,202 Closed
LP
1035
LMR Partners
United Kingdom
– -$30.1M -362,967 Closed
ACM
1036
Aryeh Capital Management
Ontario, Canada
– -$15.6M -188,300 Closed
SH
1037
SeaTown Holdings
Singapore
– -$11.2M -134,811 Closed
CM
1038
Crestline Management
Texas
– -$9.56M -115,376 Closed
VC
1039
Voss Capital
Texas
– -$7.04M -85,000 Closed
Capital Fund Management (CFM)
1040
Capital Fund Management (CFM)
France
– -$6.56M -79,222 Closed
AFCM
1041
Alta Fox Capital Management
Texas
– -$4.68M -56,460 Closed
FMI
1042
F/M Investments
District of Columbia
– -$4.5M -54,355 Closed
JCP
1043
Jennifer C. Price
– -$4.5M -54,355 Closed
QCM
1044
Qsemble Capital Management
New York
– -$3.96M -47,844 Closed
KC
1045
Kize Capital
New York
– -$3M -36,175 Closed
WMSA
1046
Weiss Multi-Strategy Advisers
New York
– -$2.69M -32,437 Closed
LCWP
1047
Legacy Capital Wealth Partners
Arkansas
– -$2.58M -31,159 Closed
CP
1048
CenterBook Partners
Connecticut
– -$2.52M -30,433 Closed
KACA
1049
Kayne Anderson Capital Advisors
California
– -$1.96M -23,600 Closed
BSG
1050
Black Swift Group
Colorado
– -$1.74M -21,000 Closed
40 41
42
43 44