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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 %
PRS
1051
Pinkerton Retirement Specialists
Idaho
$251K +$251K +1,700 New
CP
1052
CenterBook Partners
Connecticut
$251K -$3.68M -24,893 -94%
AAM
1053
Aureus Asset Management
Massachusetts
$250K -$45.6K -308 -15%
SPI
1054
Sutton Place Investors
New York
$248K +$3.11K +21 +1%
SCP
1055
Sivia Capital Partners
California
$248K -$2.51K -17 -1%
FFP
1056
FourThought Financial Partners
Florida
$248K +$248K +1,676 New
EFM
1057
E Fund Management
China
$247K +$247K +1,671 New
UAM
1058
Unison Asset Management
Florida
$247K – – –
HWA
1059
Heartwood Wealth Advisors
Virginia
$247K +$247K +1,667 New
GBA
1060
Garrison Bradford & Associates
New York
$246K – – –
Fisher Asset Management
1061
Fisher Asset Management
Washington
$245K +$245K +1,654 New
AOWM
1062
Alpha Omega Wealth Management
Virginia
$244K – – –
SI
1063
Stonekeep Investments
New Mexico
$243K +$2.52K +17 +1%
FC
1064
Farringdon Capital
United Kingdom
$243K +$243K +1,645 New
NP
1065
Nilsine Partners
Colorado
$243K +$243K +1,644 New
NAS
1066
Nicolet Advisory Services
Wisconsin
$243K +$243K +1,725 New
SA
1067
Sovran Advisors
California
$243K +$243K +1,692 New
CSPIA
1068
Cary Street Partners Investment Advisory
Virginia
$243K -$531K -3,590 -69%
PFGIA
1069
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$148 +1 +0.1%
TVWM
1070
Tower View Wealth Management
Wisconsin
$242K +$296 +2 +0.1%
RFN
1071
Redwood Financial Network
Ohio
$242K +$9.17K +62 +4%
BA
1072
Bluesphere Advisors
Pennsylvania
$241K +$241K +1,631 New
CIP
1073
Convergence Investment Partners
Florida
$238K +$238K +1,612 New
BBHC
1074
Brown Brothers Harriman & Co
New York
$237K +$42.6K +288 +22%
DWM
1075
Dynasty Wealth Management
Florida
$236K +$1.48K +10 +0.6%
41 42
43
44 45