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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 %
TCOK
1076
Trust Company of Kansas
Kansas
$236K -$296K -2,000 -56%
BCP
1077
Berkeley Capital Partners
Georgia
$235K -$2.07K -14 -0.9%
KA
1078
KLCM Advisors
Wisconsin
$235K -$5.77K -39 -2%
LAM
1079
Longboard Asset Management
Arizona
$233K +$233K +1,576 New
BBA
1080
BLB&B Advisors
Pennsylvania
$233K +$2.07K +14 +0.9%
BBI
1081
Baxter Bros Inc
Connecticut
$233K +$233K +1,574 New
CCMG
1082
Clark Capital Management Group
Pennsylvania
$231K +$231K +1,564 New
MYIA
1083
Mount Yale Investment Advisors
Colorado
$231K -$133K -898 -37%
MLL
1084
Moody Lynn & Lieberson
Massachusetts
$231K -$1.78K -12 -0.8%
LWM
1085
Lodestone Wealth Management
Washington
$230K – – –
CT
1086
Chicago Trust
Illinois
$230K -$12.6K -85 -5%
1WA
1087
180 Wealth Advisors
Washington
$228K +$228K +1,543 New
LCM
1088
Laurion Capital Management
New York
$226K -$55.2K -373 -20%
TCOT
1089
Trust Company of Toledo
Ohio
$225K +$225K +1,522 New
CIAS
1090
Capital Investment Advisory Services
North Carolina
$224K -$30.3K -205 -12%
William Blair Investment Management
1091
William Blair Investment Management
Illinois
$224K -$80.9K -547 -27%
WCM
1092
Wallace Capital Management
Texas
$224K +$224K +1,513 New
BIM
1093
Baldwin Investment Management
Pennsylvania
$222K -$444K -3,000 -67%
FCFC
1094
First Citizens Financial Corp
Iowa
$222K +$222K +1,500 New
QCG
1095
Quadrant Capital Group
Ohio
$220K +$4.88K +33 +2%
MMA
1096
Miracle Mile Advisors
California
$219K +$219K +1,483 New
BW
1097
Bison Wealth
Georgia
$218K +$218K +1,471 New
OA
1098
Oxbow Advisors
Texas
$217K -$10.4K -70 -5%
FLPIM
1099
F.L. Putnam Investment Management
Massachusetts
$215K +$215K +1,451 New
PFC
1100
Phocas Financial Corp
California
$214K +$214K +1,450 New
42 43
44
45 46