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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 %
GSIAS
1026
Garden State Investment Advisory Services
New Jersey
$275K +$38.5K +260 +16%
CCA
1027
Catalyst Capital Advisors
New York
$274K – – –
FHB
1028
First Hawaiian Bank
Hawaii
$274K +$274K +1,853 New
BWL
1029
Bogart Wealth LLC
Virginia
$274K +$8.88K +60 +3%
HCM
1030
Hollencrest Capital Management
California
$274K +$2.96K +20 +1%
OFG
1031
Oxford Financial Group
Indiana
$272K -$2.19M -14,834 -89%
IA
1032
IFG Advisory
Georgia
$270K +$270K +1,827 New
PFA
1033
Pettinga Financial Advisors
Indiana
$269K – – –
VC
1034
Vicus Capital
Pennsylvania
$269K +$269K +1,818 New
CWA
1035
Canvas Wealth Advisors
Kansas
$269K -$4K -27 -1%
SCA
1036
Sandy Cove Advisors
Massachusetts
$268K +$13.5K +91 +5%
LCWP
1037
Legacy Capital Wealth Partners
Arkansas
$267K -$31.4K -212 -11%
SWA
1038
Serenus Wealth Advisors
California
$267K +$267K +1,806 New
KIA
1039
Knollwood Investment Advisory
Maryland
$266K – – –
MEAC
1040
M.E. Allison & Co
Texas
$265K +$265K +1,790 New
PVI
1041
Pine Valley Investments
New Jersey
$264K +$148 +1 +0.1%
SIA
1042
Soltis Investment Advisors
Utah
$263K +$24.5K +166 +10%
PCM
1043
Penserra Capital Management
California
$263K +$252K +1,710 +2,280%
PTP
1044
Platform Technology Partners
New York
$263K – – –
PI
1045
PFG Investments
New York
$262K +$16K +108 +7%
CCP
1046
Carmel Capital Partners
California
$261K -$7.69K -52 -3%
OL
1047
OneFund LLC
Florida
$259K +$1.18K +8 +0.5%
CCWM
1048
Cassaday & Co Wealth Management
Virginia
$254K +$444 +3 +0.2%
NRG
1049
Nemes Rush Group
Michigan
$253K +$253K +1,713 New
BCM
1050
Berbice Capital Management
New York
$251K +$251K +1,700 New
40 41
42
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