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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
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
ValueAct Holdings
California
$192M
4
Morgan Stanley
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
1051
Baader Bank Aktiengesellschaft
Germany
– -$1.39M -16,880 Closed
AI
1052
AXS Investments
New York
– -$1.36M -16,471 Closed
BS
1053
Banco Santander
Spain
– -$1.28M -15,429 Closed
GEM
1054
Global Endowment Management
North Carolina
– -$1.26M -15,164 Closed
BBVA
1055
Banco Bilbao Vizcaya Argentaria
Spain
– -$1.14M -13,788 Closed
JJBC
1056
James J. Burns & Company
New York
– -$997K -12,033 Closed
CWP
1057
Curated Wealth Partners
California
– -$984K -11,879 Closed
GIS
1058
Grayhawk Investment Strategies
Alberta, Canada
– -$926K -11,174 Closed
AWM
1059
AE Wealth Management
Kansas
– -$967K -11,146 Closed
AGWCA
1060
Annis Gardner Whiting Capital Advisors
Florida
– -$895K -10,805 Closed
TG
1061
TCW Group
California
– -$875K -10,474 Closed
CW
1062
Connectus Wealth
Ohio
– -$853K -10,289 Closed
FFN
1063
Focus Financial Network
Minnesota
– -$582K -7,028 Closed
ICM
1064
Ionic Capital Management
New York
– -$580K -7,000 Closed
CGIM
1065
Cannon Global Investment Management
Florida
– -$547K -6,600 Closed
AWA
1066
Arete Wealth Advisors
Illinois
– -$504K -6,077 Closed
Wolverine Trading
1067
Wolverine Trading
Illinois
– -$502K -6,056 Closed
AA
1068
Auxano Advisors
Washington
– -$488K -5,895 Closed
BCM
1069
BlueCrest Capital Management
Jersey
– -$356K -4,300 Closed
BHCM
1070
Boulder Hill Capital Management
New York
– -$348K -4,200 Closed
SAG
1071
SageView Advisory Group
California
– -$357K -4,063 Closed
WA
1072
Wealth Alliance
New York
– -$301K -3,638 Closed
CLOS
1073
Compagnie Lombard Odier SCmA
Switzerland
– -$300K -3,615 Closed
SAM
1074
Seelaus Asset Management
New Jersey
– -$260K -3,140 Closed
AT
1075
American Trust
Kentucky
– -$210K -2,532 Closed
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