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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 138 funds opening new positions, 447 increasing their positions, 309 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+33
Holders Change %
+3.2%
% 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
138
Increased
447
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 %
FG
1026
Fairman Group
Pennsylvania
$6.95K – – –
MCM
1027
MV Capital Management
Maryland
$6.74K +$3.68K +35 +121%
ETC
1028
Exchange Traded Concepts
Oklahoma
$6.42K -$277K -2,629 -98%
BAM
1029
Bellevue Asset Management
Washington
$6.31K -$210 -2 -3%
SC
1030
Stephens Consulting
Michigan
$6.21K +$6.21K +59 New
FMP
1031
Financial Management Professionals
Texas
$6K – – –
PWMG
1032
Private Wealth Management Group
New Jersey
$5.58K -$105 -1 -2%
SIC
1033
Salem Investment Counselors
North Carolina
$5.37K – – –
WWM
1034
Wolff Wiese Magana
California
$5.37K +$1.58K +15 +42%
PCFFS
1035
Pacific Center for Financial Services
California
$4.95K – – –
PPC
1036
Park Place Capital
Alabama
$4.95K – – –
BIA
1037
Bell Investment Advisors
California
$4.84K – – –
RWA
1038
Redmont Wealth Advisors
Illinois
$4.63K – – –
VWA
1039
Valued Wealth Advisors
Utah
$4.63K +$3.37K +32 +267%
AGWCA
1040
Annis Gardner Whiting Capital Advisors
Florida
$4.32K +$4.32K +41 New
FPB
1041
First PREMIER Bank
South Dakota
$4K – – –
PP
1042
PFS Partners
New Jersey
$3.68K – – –
DPW
1043
DiNuzzo Private Wealth
Pennsylvania
$3.16K +$526 +5 +20%
TAM
1044
Tucker Asset Management
Colorado
$3.16K – – –
HWP
1045
Highline Wealth Partners
California
$2.74K +$2.74K +26 New
IA
1046
IFS Advisors
Kansas
$2.63K – – –
VAG
1047
VisionPoint Advisory Group
Texas
$2.53K +$632 +6 +33%
GWM
1048
Geneos Wealth Management
Colorado
$2K – – –
WIM
1049
Westside Investment Management
California
$1.89K +$1.89K +18 New
AP
1050
Aspect Partners
Virginia
$1.37K +$1.37K +13 New
40 41
42
43 44